11 What Is the Opportunity Revenue Distribution Across Sales Stages?
This tutorial shows you how determine opportunity revenue distribution across all stages of the sales pipeline.
You can add the analysis shown in this tutorial to the sales dashboard. For more information, see "How do I Embed a Report in a Sales Dashboard?" in Oracle Fusion Applications Reporting and Analytics Handbook.
How to View Opportunity Revenue Distribution Across Sales Stages
You use the Pipeline analysis to determine the total opportunity revenue, organized by sales stage, that is scheduled to close within the current forecast period. Sales stages represent the progression of an opportunity though the sales process.
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From the Navigator menu, select Reports and Analytics.
The Reports and Analytics page is displayed.
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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
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Click Pipeline Report, and select View.
The Pipeline analysis is displayed.
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With the Funnel view selected, move the cursor over the colored areas of each sales stage in the funnel to determine the opportunity revenue currently in that stage and scheduled to close within the current forecast period.
In this tutorial, the current (Actual) opportunity revenue is over 147 million dollars with 64.27 percent of the sales target revenue as met in the Qualification stage.
When the administrator defines the sales process, each sales stage is assigned a given quota factor, typically ranging from 1 to 3. In addition, managers and territory owners set user quotas.
The sales target for each sales stage is automatically calculated by multiplying the current user's quota by the sales stage quota factor.
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Optionally, from the Show menu, select Graph or Table to change the analysis display as shown in the following figure.
