The report used to list the recorded sales opportunities. The option is located in the Proposal Management Reports menu of the Sales and Distribution section. The report filter options are:
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 / Potential / In Discussion / Waiting / Proposal / Contract / Cancel / In Force / Completed |
Customer Code |
Group / Range |
Customer Description |
Group / Range |
Contact |
Group / Range |
Estimated Expiration Date |
Start / End |
Sales Probability (%) |
Group / Range |
Estimated Income |
Start / End |
Estimated Income in F.Currency |
Start / End |