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Opportunity Charts
Several charts are available that support analysis of opportunities data. The data can be depicted in a variety of formats such as pie graph, bar graph, and so on.
Table 6 describes each opportunity analysis chart.
Viewing the Opportunity Sales Pipeline Analysis Chart
The Sales Pipeline Analysis works by evaluating the total revenue and count of opportunities by a selected sales methodology and then evaluating the total against each applicable quota.
NOTE: The Sales Pipeline Analysis Chart considers only active Quota plans, regardless of duration.
To display sales pipeline analysis information
- Navigate to the Opportunities screen.
- From the Show drop-down list, select an Opportunities list.
For example, you might choose All Opportunities.
- In the Opportunities list, click Query
- In the Opportunities form, query on a Sales Method, and then click Go.
- Click the Charts view tab.
- In the Charts list, select Sales Pipeline Analysis from the Show drop-down list.
- From the secondary Show drop-down list, choose either % of Count Quota, or % of Revenue Quota, and then click Go.
Viewing the Sales Pipeline Phases Analysis Chart
The Sales Pipeline Phases chart provides an overall view of the revenue generated for opportunities in an organization. Sales phases are basic components used to group stages together into basic sales categories.
To view the sales pipeline phases analysis chart
- Navigate to the Opportunities screen.
- From the Show drop-down list, select an Opportunities list.
- In the Opportunities list, click Query.
- In the opportunities form, query for a Sales Method, and then click Go.
- Click the Charts view tab.
- In the Charts list, select Sales Pipeline Phases Analysis from the Show drop-down list.
- From the secondary Show drop-down list, choose either % of Count Quota, or % of Revenue Quota, and then click Go.
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Siebel Sales User Guide Published: 18 April 2003 |