This section includes the fields and descriptions for the Pipeline tab.
Selection Criteria island
| Field | Description |
|---|
| Company
|
Enter the company name or number to view the sales opportunities for the specified company.
|
| Contact Company
|
Enter the contact company name or number to view the sales opportunities for the specified contact company.
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| Sales Rep.
|
Enter the sales representative's name or number to view the sales opportunities of the specified salesperson.
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| Campaign
|
Enter the campaign name or number to view the sales opportunities related to the campaign.
|
| Closing Date
|
Select the expected closing dates and view sales opportunities in that specific timeframe.
|
| Include Open
|
This checkbox is selected by default to include open opportunities in your search automatically. Deselect this checkbox to exclude open sales opportunities.
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| Include Won
|
This checkbox is selected by default to include opportunities closed as won in your search automatically. Deselect this checkbox to exclude won sales opportunities.
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| Include Lost
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Select this checkbox to include opportunities closed as lost in your search. Deselect this checkbox to exclude lost sales opportunities.
|
Dimensions Criteria island
| Field | Description |
|---|
| Location
|
Enter a location description or name you want to include in your search criteria to view sales opportunities based on the location.
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| Entity
|
Enter an entity's description or name you want to include in your search criteria to view sales opportunities based on an entity.
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| Project
|
Enter the project description or name you want to include in your search criteria to view sales opportunities based on the project.
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| Purpose
|
Enter a description or name of the purpose you want to include in your search criteria.
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| Spec. 2-3
|
Enter specification descriptions or names you want to include in your search criteria.
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| Local Spec. 1-3
|
Enter local specification descriptions or names you want to include in your search criteria.
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KPIs island
| Field | Description |
|---|
| No. of Opportunities
|
This field shows the total number of opportunities available in the specified criteria.
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| Sales Estimate
|
This field shows the total, quarterly, and monthly sales estimates based on the specified criteria.
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| Weighted Sales Estimate
|
This field shows the total, quarterly, and monthly weighted sales estimates based on the specified criteria.
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