Reporting and Analytics Learning Center


10 What Are the Top 10 Open Opportunities? What Are Their Days to Close and Total Revenues?

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A Fusion report is based on an "analysis" that defines the information that you want to see in the report. So a Fusion report is based on an analysis. This tutorial shows you how to use a Fusion report to analyze open opportunities by answering the following two questions:

  • What are the top 10 open opportunities by revenue?

  • How many days do they have to close and what are their revenues?

How to Identify the Top Ten Opportunities by Total Revenue and Their Days to Close and Revenue

  1. From the Navigator menu, select Reports and Analytics.

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    The Reports and Analytics page is displayed.

  2. 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
    
    Navigate to analysis.
  3. Click Opportunity Watch Real Time and select View.

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    The Opportunity Watch Real Time analysis is displayed. The top 10 opportunities in the analysis are sorted by their value, or revenue.

    View the analysis.

    This report displays the following:

    • All open opportunities in the current quarter, sorted by value (total revenue), with the highest value opportunities at the top of the list

    • Number of days before each opportunity is set to close

    • Sales account associated with each opportunity

    • Win probability for each opportunity


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