Understanding Proposal Reports

PeopleSoft Proposal Management provides three types of reports that summarize proposal information:

• Proposal reports.

  Managers use these reports to determine whether to pursue an opportunity.

• Revenue pipeline reports.

  Managers use these reports to review the revenue that is expected to be generated by proposals over a period of time.

• Resource demand reports.

  Managers use these reports to assess the resources (people) that are needed for upcoming proposals.