To view your open opportunities in SAP Business One go to: Sales Opportunities > Sales Opportunities Reports > My Open Opportunities. Alternatively, generate it from the Reports module. This report displays all open sales opportunities, per sales employee, and requires no selection criteria. The report is restricted to the sales employee concerned, and users who […]
Articles Tagged: sales opportunities reports
How To Generate An Opportunities Report
Inside SAP Business One you can run a sales opportunity forecast report. Here’s how: 1) From the Modules tab navigate to Sales Opportunities > Sales Opportunities Reports > Opportunities Report 2) When the Opportunities Report Selection Criteria window pops up, select which data you would like to include and how you would like to group […]
How To Generate A Stage Analysis Report
Inside SAP Business One you can run a sales opportunity forecast report. Here’s how: 1) From the Modules tab navigate to Sales Opportunities > Sales Opportunities Reports > Stage Analysis Report 2) When the Stage Analysis Report Selection Criteria window pops up, select which data you would like to include and how you would like […]
How To Generate A Sales Opportunities Statistics Report
Inside SAP Business One you can run a sales opportunity forecast report. Here’s how: 1) From the Modules tab navigate to Sales Opportunities > Sales Opportunities Reports > Opportunities Statistics Report 2) When the Opportunities Statistics Report Selection Criteria window pops up, select which data you would like to include and how you would like […]
How To Generate An Opportunities Pipeline Report in SAP
Inside SAP Business One you can run a sales opportunity forecast report. Here’s how: 1) From the Modules tab navigate to Sales Opportunities > Sales Opportunities Reports > Opportunities Pipeline 2) When the Opportunities Pipeline Report window pops up, select which data you would like to include in the pipeline report and your display method. […]
How To Generate A Lost Opportunities Report In SAP
Inside SAP Business One you can run a sales opportunity forecast report. Here’s how: 1) From the Modules tab navigate to Sales Opportunities > Sales Opportunities Reports > Lost Opportunities Report 2) When the Lost Opportunities Report Selection Criteria window pops up, select which data you would like to include and how you would like […]
How To Generate A Sales Opportunities Forecast Over Time Report
Inside SAP Business One you can run a sales opportunity forecast report. Here’s how: 1) From the Modules tab navigate to Sales Opportunities > Sales Opportunities Reports > Opportunities Forecast Over Time Report 2) When the Opportunities Forecast Over Time Report Selection Criteria window pops up, select which data you would like to include and […]
How To Generate A Sales Opportunities Forecast Report
Inside SAP Business One you can run a sales opportunity forecast report. Here’s how: 1) From the Modules tab navigate to Sales Opportunities > Sales Opportunities Reports > Opportunities Forecast Report 2) When the Opportunities Forecast Report Selection Criteria window pops up, select which data you would like to include and how you would like […]
How To Generate A Sales Opportunity Report In SAP
Inside SAP Business One you can run a sales opportunity report. Here’s how: From the Modules tab navigate to Sales Opportunities > Sales Opportunities Reports From here you can select one of the following sales opportunity reports to run: Opportunities Forecast Report Opportunities Forecast Over Time Report Opportunities Statistics Report Opportunities Report Stage Analysis Information […]