The report is used to list the recorded sales opportunities. The option is located in the Proposal Management Reports menu of the Sales and Distribution module. The report filter options are as follows:
Filter | Value |
|---|---|
Listing Method | By Salespersons / By Customers |
Salesperson Code | Group / Range |
Salesperson Description | Group / Range |
Salesperson Aux. Code | Group / Range |
Salesperson Position | Group / Range |
Opportunity Date | Start / End |
Opportunity Number | Group / Range |
Opportunity Description | Group / Range |
Opportunity Aux. Code | Group / Range |
Opportunity Status | Opportunity / In Analysis / Proposal / Contract / Cancel / In Force / Completed |
Customer Code | Group / Range |
Customer Description | Group / Range |
Contact | Group / Range |
Estimated Expiration Actualization Date | Start / End |
Success Probability (%) | Group / Range |
Expected Income | Start / End |
Estimated Income in F.Curr. | Start / End |