In this tutorial you need to identify the top ten open opportunities, the number of days to close these opportunities, and their respective potential revenue. You use the Opportunity Watch Real Time report to identify the top ten potential revenue opportunities.
To view the Opportunity Watch Real Time report:
From the Navigator menu, select Reports and Analytics.
The Reports and Analytics page is displayed.
From the Contents pane, expand the following folders (by clicking the arrow next to each folder):
Shared Folders Sales Analytic Library Embedded Content Opportunity and Revenue Management
Click Opportunity Watch Real Time, and then select View.
The Opportunity Watch Real Time report is displayed.
The Opportunity Watch Real Time report displays the top ten open opportunities for the current quarter. These opportunities are sorted by the highest value or total potential revenue).
This report contains the following metrics:
Opportunity — The name of the opportunity.
Sales Account — The name of the customer.
Value — The potential revenue amount for the opportunity. This is the sum of all revenue lines on the opportunity.
Days to Close — The number of days before the opportunity is set to close.
Win Probability (%) — The win probability percent for each opportunity.
The following image shows an example of the Opportunity Watch Real Time report.