Viewing Proposal Revenue Pipeline Information
This topic discusses how to view proposal revenue pipeline information and personalize the Proposal Revenue Pipeline pagelet.
|
Page Name |
Definition Name |
Usage |
|---|---|---|
|
GM_PE_REVEN_PIPE (narrow) GM_PE_REVEN_PIPE_2 (wide) |
View revenue information for future periods by confidence threshold as delineated by the user. |
|
|
GM_PE_REV_PIPE_PRS |
Define default display information for the Proposal Revenue Pipeline pagelet. The default personalization is initially set by the system administrator. |
Use the Proposal Revenue Pipeline pagelet (GM_PE_REVEN_PIPE [narrow] and GM_PE_REVEN_PIPE_2 [wide]) to view revenue information for future periods by confidence threshold as delineated by the user.
Navigation:
Click the Personalize Content link on the PeopleSoft Home page.
Select Proposal Revenue Pipeline.
The Proposal Revenue Pipeline analytic shows revenue information for future periods by confidence threshold as delineated by the user. It uses the criteria entered on the Personalization page to select proposal data and display revenue for the given time period. The graph indicates total revenue amounts by confidence level for future time periods in months. The system displays data for a maximum of six months. Information contained in this pagelet can help you make more informed decisions regarding the revenue-related opportunities that your organization may want to pursue.
Use the Personalize Proposal Revenue Pipeline page (GM_PE_REV_PIPE_PRS) to define default display information for the Proposal Revenue Pipeline pagelet.
The default personalization is initially set by the system administrator.
Navigation:
Click the Customize icon on the Proposal Revenue Pipeline pagelet.
This example illustrates the fields and controls on the Personalize Proposal Revenue Pipeline page. You can find definitions for the fields and controls later on this page.
Business Unit
Field or Control |
Description |
|---|---|
User Preferences |
Select to display proposal revenue based on the business unit that you set up in the user preferences profile. |
Specify |
Select to use a specific business unit to display proposal revenue. |
Currency
Field or Control |
Description |
|---|---|
User Preferences |
Select to use the currency that you set up in the user preferences profile to display proposal revenue. |
Specify |
Select to use a specific currency to display proposal revenue. |
Revenue Pipeline
Field or Control |
Description |
|---|---|
My Proposals |
Select to display revenue from proposals that you have designated as your own by clicking the My Proposals button on the Maintain Proposal page or by adding proposals to the My Proposal Page in PeopleSoft Proposal Management. |
Start Date and End Date |
Select the beginning and ending dates that you want the system to use to graph proposal revenue. If the target due date on the proposal falls within the date range, then its revenue is included in the graph. If you do not enter any dates, the system uses the current date and then adds six months. The date range cannot exceed six months. |
Status |
Select a status if you want to view proposal revenue with a specific status only. If you do not specify a proposal status, the system displays proposal revenue with all proposal statuses. |
Confidence Level |
Select a confidence level if you want to view proposal revenue with a specific confidence level only. If you do not specify a confidence level, the system displays proposal revenue with all confidence levels. |