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