Moves Management Pipeline by Sales Person Report
Moves Management Pipeline by Sales Person.
Report Parameters
Selected report parameter information displays below the title of the report.
| Parameter Name | Required | Description |
|---|---|---|
| User | Optional | Choose the specified user you want to run this report on from the drop-down list. |
| Stage | Optional | Choose the specified stage you want to run this report on from the drop-down list. |
| Opportunity Type | Optional | Choose the specified opportunity type you want to run this report on from the drop-down list. |
| Close Date Start | Optional |
Choose the specified close date start you want to run this report on from the date text box. |
| Close Date End | Optional |
Choose the specified close date end you want to run this report on from the date text box. |
Report Fields
This report can produce output in a browser window (HTML) or as a PDF containing the following information:
| Column Name | Description |
|---|---|
| Product Type |
Lists the product type. |
| Close Month |
Lists the close month. |
| Sales Person |
Lists the sales person name. |
| Account Name |
Lists the account name. |
| Opportunity |
Lists the opportunity name. |
| Stage |
Lists the pipeline stage. |
| Forecasted Sale |
Lists the forecasted sale amount. |
| Probability (%) |
Lists the probability percentage. |
| Expected Revenue |
Lists the expected revenue amount. |