Alt. Sales Pipeline by Sales Rep Summary Report

The Alt. Sales Pipeline by Sales Rep Summary report shows the projected and weighted ASA totals. Totals are for all open opportunities and estimates each sales rep has in the pipeline. It also shows the expected close dates within a date range you define.

The projected alternate sales total of a transaction is the ASA total amount that appears on the transaction. The weighted alternate sales total is the product of the projected ASA total and the probability of close.

For more information, see Estimates in the Forecast and Pipeline and Opportunities in the Forecast and Pipeline.

To view the Alt. Sales Pipeline by Sales Rep Summary report:

Go to Reports > Pipeline Analysis > Alt. Sale Pipeline by Sales Rep Summary.

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Note:

This report does not support reporting by period even when the Report by Period preference is set to All Reports. You can configure the Report by Period preference. Go to Home > Set Preferences. The preference is on the Analytics subtab.

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