Generating Pipeline Reports

This section discusses how to generate pipeline reports.

Page Name

Definition Name

Usage

Revenue Pipeline Reports Page

RUN_GM_PL_RPT

Review the expected revenue for a particular time period according to specified criteria.

Use the Revenue Pipeline Reports page (RUN_GM_PL_RPT) to review the expected revenue for a particular time period according to specified criteria.

Navigation:

Proposal Management > Reports > Revenue Pipeline Report

This example illustrates the fields and controls on the Revenue Pipeline Reports page.

Revenue Pipeline Reports page

To generate the revenue pipeline reports, select a business unit, proposal status, confidence level, customer, proposal contact, and proposal target due dates. Click Run. Click Process Monitor. Select the reports that you want to run from the Process Scheduler Request page and then click OK. You can run these reports from this page:

  • By Confidence Report in Tenths.

  • By Confidence Rpt in Quartile.

  • By Customer Name Report.

  • By Status Report.