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PeopleSoft CRM Sales Reports: A to Z

The table in this topic lists the PeopleSoft CRM Sales reports, sorted by report ID.

For more information about running these reports, refer to:

For samples of these reports, see the Report Samples that are published with this online documentation.

Report ID and Report Name

Description

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Run Control Page

RSFC1000

Task Summary Report

This report lists information about a sales representative's tasks on leads and opportunities, including task start date, end date, customer, and status.

select Sales, then select Reports, then select Task Summary, then select Task Summary Report

RUN_RSFC1000

RSFC1002

Customer Revenue Ranking By Product Group

This report lists customers by revenue generated and product group. It includes customer name, revenue, percentage, total by product group, and grand total.

select Sales, then select Reports, then select Customer Rev Rank, then select Customer Revenue Ranking By Product Group

RUN_RSFC1002

RSFC1003

Forecast By Product Group

This report lists forecast information by product group.

select Sales, then select Reports, then select Forecast by Product Group, then select Forecast By Product Group

RUN_RSFC1003

RSFC1004

Forecast By Sales User

This report lists information about the activities of sales users.

select Sales, then select Reports, then select Forecast by Sales Rep, then select Forecast by Sales User

RUN_RSFC1004

RSFC1007

Product Group Review Revenue Analysis

This report lists information about revenue, sorted by product group, including forecast name and type, sales model and stage, and total by product group.

select Sales, then select Reports, then select Product Group Revenue, then select Product Group Review Revenue Analysis

RUN_RSFC1007

RSFC1010

Customer Revenue Ranking By Industry

This report lists information about generated revenue, sorted by industry.

select Sales, then select Reports, then select Rank By Industry, then select Customer Revenue Ranking By Industry

RUN_RSFC1010

RSFC1011

Customer Revenue Ranking By Region

This report lists customer information, sorted by revenue.

select Sales, then select Reports, then select Rank By Region, then select Customer Revenue Ranking By Region

RUN_RSFC1011

RSFC1013

Products for Open Opportunities

This report lists information about product lines and products, including associated opportunity name, quantity, unit of measure, and price.

select Sales, then select Reports, then select Products Open Opportunity, then select Products for Open Opportunities

RUN_RSFC1013