Document number: 11284

 

The Services Executive Forecast Report enables sales managers and executives to pull Opportunity revenue figures with an estimated close dated within the current quarter. This report is not dependant on sales users creating their Forecasts in Customer1.

To run this report:

1. Select Reports and then Sales/Marketing/Services.
   
   
2. Select PS/nVision and then Search for Report.
   
   
3. Click Services Executive Forecast Report and then click Run Report.
   
   
4. Click Export to Excel,
   
   
5. Select Partner-Comp Worksheet
   
   
6. Press Format-Partner Data button.

 

 

 

 

 

Created by the PeopleSoft Knowledge Management Team.
Copyright © 2001 All rights reserved.
Created: dkc 09/04/2001
Reviewed: 09/29/2004