Document number: 11288

 

Deals by Lead Source eReport

The Deals by Lead Source report will provide the sales management team the Lead Source and Wave Channel type of all closed deals. It will calculate the amount of time that has elapsed since the deal was accepted as a Lead, until it was closed. (Sales Cycle Time equals Lead Acceptance Date minus Closed Date.)

Steps to run this report:

1. Navigate to eReports
   
   For more information on how to access eReports, see Eureka! document 11285 — eReports
   
   
2. Click on New Index, then select eReports.
   
   
3. Choose CRM Reports, then click on Sales Reports.
   
   
4. Select the Deals by Lead Sourse link and enter a region as your parameter. (Only those regions in which the user has opportunities will be displayed in the prompt.)
   
   
5. Click Finish to run the report.
   
   For more information on viewing a report after it has completed, see Eureka! document 11285 — eReports

 

Since Lead Source and Wave Channel type fields are not mandatory fields, not all opportunities will have a Lead Source or Wave Channel type associated with it.

Note: A user will only see those Opportunities in which they are the Sales Owner or a part of the Sales Team.

 

 

 

 

 

Created by the PeopleSoft Knowledge Management Team.
Copyright © 2001 All rights reserved.
Created: dkc 07/31/2001