Document number: 11283

 

The Pipeline Report enables sales reps to see current and future business as defined in their pipeline in Customer1.

To run this report:

1. Click Reports and then Sales/Marketing/Services.
   
   
2. Select PS/nVision and then Define Report Request.
   
   
3. Click Sales Pipeline Report or Services Pipeline Report and then click Run Report.
   
   
4. Click Export to Excel.
   
   
5. Select Partner-Comp Worksheet
   
   
6. Click Format-Partner Data.

 

 

 

 

 

Created by the PeopleSoft Knowledge Management Team.
Copyright © 2001 All rights reserved.
Created: dkc 09/04/2001
Reviewed: 09/24/2004