Understanding Sales Interactive Reports

Appendix: Understanding Sales Interactive Reports

This appendix provides an overview of interactive reports and discusses how to launch and work with forecast interactive reports.

Understanding Interactive Reports

Interactive reports are a high-level implementation of the Analytic Calculation Environment (ACE). Interactive reports do not require an analytic logic server or a separate database to store data. These reports are dynamic, interactive analytic reports that enable you to view and organize data in a wide variety of ways for analysis of forecast activity.

Looking at reports from different perspectives affords an opportunity to gather valuable information about your business. You can save interactive reports, export them to Microsoft Excel for further analysis, and print them.

You run interactive reports for PeopleSoft Enterprise Sales by using the Forecast component. They are in-context views that are driven directly from the particular forecast ID. These reports are multidimensional, displaying operational data such as revenue by region and sales representative. You can rearrange data elements on a report, filter the data in various ways, and use different dimensions to view data. You can also compare forecasts for the same time period. The changes that you make to the online report do not affect the PeopleSoft Customer Relationship Management database where the data is stored.

Interactive reports run in separate windows. User roles and access profiles control access to forecasts and, consequently, to interactive PeopleSoft Enterprise Sales reports.

PeopleSoft Enterprise Sales provides two types of interactive reports:

Forecast summary reports, which enable you to view previously created forecasts organized by sales representative, territory, region, and business unit.
Forecast comparison reports, which enable you to select and compare any two forecasts for the same time period, showing the variance and revenue line items that were added or omitted in the forecasts.

Launching and Working with Forecast Interactive Reports

This section discusses how to:

Generate interactive reports.
Work with the Forecast Summary report.
Work with the Forecast Comparison interactive report.

Pages Used to Launch and Work with Forecast Interactive Reports

Page Name	Object Name	Navigation	Usage
Forecast: Interactive Reports	RSF_FCAST_SAI	Sales, Search Rollup Forecasts Select Interactive Reports as the Forecast View. Select a Forecast of value.	Generate an interactive report summary of a revenue forecast or compare the current forecast to a previous forecast for the same time frame.
Forecast Summary	RS_FCAST_BU	Select a Forecast Type. Click the Launch Interactive Report button in the Forecast Summary group box.	Work with a forecast summary report.
Forecast Comparison	RSF_FCAST_COMP	Select a Forecast Type. Click the Launch Interactive Report button in the Forecast Comparison group box.	Work with the forecast comparison report.

Generating Interactive Reports

Access the Forecast page.

Forecast of

Select Revenue or Shadow.

Note. You can use interactive reports only if the functional option CORE_RSF_FCAST_SIMPLE is set to full functionality.

See Setting Up Functional Options.

Working with the Forecast Summary Report

Access the Forecast Summary page.

Select a dimension to view and analyze the forecast data from different perspectives. Within each dimension, you can organize the data by industry, model stage, or product group and drill down on various dimensions.

Industry and Product Group	The options for each of these fields are based on the industries and product groups.
Model Stage	Select the stage in the sales process for which you want to view data.

Working with the Forecast Comparison Interactive Report

Access the Forecast Comparison Summary page.

This summary compares the current forecast for a time frame with an earlier forecast for the same time frame.

Use these dimensions to rearrange the forecast comparison and analyze it from different perspectives:

Show Deals	Select the data to show in the comparison. Values are All Deals, Only revenue declines, Only revenue increases, Only fallout and Only new revenue.
Product Group	Select from product groups associated with the opportunities in the particular forecast.