Viewing the Opportunity Pipeline
This topic discusses how to:
View the segment pipeline.
View the opportunity revenue pipeline.
View the product detail pipeline.
Page Name |
Definition Name |
Usage |
---|---|---|
RSF_PL_SEG |
Configure and view the pipeline of opportunities at different stages of the sales process. |
|
RSF_PL_OPP |
Configure and view the pipeline of revenue from opportunities. |
|
RSF_PL_PROD |
Configure and view the pipeline of products that are associated with active opportunities. |
Use the Segment Pipeline page (RSF_PL_SEG) to configure and view the pipeline of opportunities at different stages of the sales process.
Navigation
Image: Segment Pipeline page
This example illustrates the fields and controls on the Segment Pipeline page.
![Segment Pipeline page](img/i-42c12a96n-7e0f.png)
Field or Control |
Definition |
---|---|
Show Pipeline By |
Select how to organize data for the pipeline. Values are: Business Unit. Industry. Pipeline Segment. Pipeline segments correlate with stages in the sales process. This is the default. See Setting Up Pipeline Segments. Region. Sales User. Territory. |
Pipeline Type |
Select the type of pipeline to render. Values are: Opportunity Count: This count is based on the number of opportunities with the status of Open. Revenue: This pipeline shows the estimated opportunity revenue from the opportunity sales teams' revenue allocation percentages. (You cannot render a pipeline from shadow allocations.) |
Use the Opportunity Revenue Pipeline page (RSF_PL_OPP) to configure and view the pipeline of revenue from opportunities.
Navigation
Select the Opportunity Revenue Pipeline tab on the Segment Pipeline page.
Image: Opportunity Revenue Pipeline page
This example illustrates the fields and controls on the Opportunity Revenue Pipeline page.
![Opportunity Revenue Pipeline page](img/i-42c12a96n-7e44.png)
The Opportunity Revenue pipeline includes opportunities with estimated close dates that are within the specified time frame and with a status of open, closed-won, or closed-lost. Inactive opportunities are not included. Closed-lost opportunities appear as leaks in the pipeline.
Field or Control |
Definition |
---|---|
Show Pipeline By |
Select how to organize data for the pipeline. Values are:
|
Pipeline Type |
Select the type of pipeline to render. Values are:
|
Time Frame and Period |
Select the time frame and reporting period to use for determining revenue in the pipeline. |
Currency |
Select the currency used for the pipeline revenue amounts. |
Use the Product Detail Pipeline page (RSF_PL_PROD) to configure and view the pipeline of products that are associated with active opportunities.
Navigation
Select the Product Detail Pipeline tab on the Segment Pipeline page.
Image: Product Detail Pipeline page
This example illustrates the fields and controls on the Product Detail Pipeline page.
![Product Detail Pipeline page](img/i-42c12a96n-7e34.png)
Field or Control |
Definition |
---|---|
Show Pipeline By |
Select how to organize data for the pipeline. Values are:
|
Pipeline Type |
Select the type of pipeline to render. Values are:
|
Time Frame and Period |
Select the time frame and reporting period to use for determining opportunities in the pipeline. |