Sales Reports

The JD Edwards EnterpriseOne CRM Sales Force Automation system provides you with numerous reports to help you analyze the organization's sales information. These sales-related reports, listed by category, are available:

• Lead Reports:

  • Lead Tracking Report.

  • Lead by Product Category Report.

  • Lead by Lead Source Report.

  • Five reports are available to print lead addresses in different formats.

• Opportunity Reports:

  • Opportunities by Channels Report.

  • Opportunities by Probability Report.

  • Opportunities by Probability for a Sales Rep Report.

  • Opportunities by Territories Report.

  • Opportunities by Channels for a Sales Rep Report.

  • Opportunity Summary Report.

• Forecast Reports:

  • Forecast - Frozen Forecast Status Report.

  • Opportunity Pipeline Review by Close Date Report.

• Action Plans and Activities Reports:

  • Action Plan List Report.

  • Activities for a Customer Contact Report.

  • Periodic Planner Report.

• Customer Reports:

  • Customer Contact Summary Report.

  • Customer Summary - Selected Report.

  • Contacts for a Customer Report.

• Additional Reports:

  • Competitor Item Sheet Detail Report.

  • Employee Phone List Report.

  • Partner Listing Report.

  • Product Catalog List Report.

  • Three reports are available to print contact addresses in different formats.