Sales Stages in Pipeline performance

Hi,
When i am clicking on a sales stage graph in sales pipeline, the opportunity data in the below window does not change.
Any idea what could be missing?
Thanks Rahul.

I think the opportunity list never changed when you switch from the sales stage to another one.
I got the same behavior on our PPM enviroment.

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Expected Sales Volume in Pipeline Performance Management

Hello,
I have created a few opportunities for my sales team with the closing dates in a particular quarter and specified the values for 'Expected Sales Volume' maintained for each opportunity as required. However, when I view the peipeline performance management reports for that month/quarter, I do not see the expected sales volume in the graphs. The graphs in the reports show the expected sales volume as zero. I am not able to figure out why this is happening. Inputs would be appreciated.
Regards,
Aditya Mishra

Thanks. However, in the Quota Planning page, I'm unable to edit the first row, i.e. the monthly distribution for the sales organization. The monthly distribution for the other rows i.e. the sales team members is editable by me. Could you please let me know how I can enter the values for the monthly distribution for the sales organization also?
Thanks,
Aditya Mishra

Pipeline snapshot Report and Sales Stage Change

How to identify the sales stage on the day when the Pipeline snap shot was taken.
Here is my scenario I have to build a pipeline snap shot for the last 3 months of all opportunities where sales stage on the day of the snapshot is not in say Sales Stage 'A' In the pipeline history report the opportunity section showcases the current sales stage and not the sales stage on the day when the snapshot was made.

Dear Praveen Kumar
Have you tried with VBAP where sale order details at item level would be stored.
Moreover, to my knowledge, there won't be any changes as for as pricing is concerned at sale order level but there is at billing level. Normally, any price increase / decrease would reflect in billing. So why dont you to table join through SQVI VBAP (for sale order details) and VBRP (for billing details) so that you can compare the selling price in sale order with billing.
Thanks
G. Lakshmipathi

Pipeline Performance Tool

Hello,
Im new to CRM. Can you plz let me know what is Pipeline Performance Tool? Its TCODE, base tables and how it iss related to BW
Thankss.

PPM is based on existing SAP CRM processes. It uses the configuration settings for areas such as business partner, organizational management, authorization profiles, activity management, and opportunity management. So pipeline performance tool is not connected with BW and works independently within CRM. It alows you to analyse data derived from opportunities. There are 4 different tools:
u2022 Target to date
u2022 Closing date
u2022 Sales pipeline
u2022 Sales pipeline change
Target to date shows the total value of expected sales and sales targets in the sales pipeline up to the current date.
Closing date shows the expected sales volumes compared with the sales targets on a monthly and sales stage basis.
Sales pipeline shows the expected sales volume for each analysis stage compared to the actual sales volume.
Sales pipeline change displays all the opportunities in the sales pipeline that have changed.
If you have appropriate authorizations you may access other PPM settings. The main ones are Quota Planning Management and Opportunity Churn Rates Management. Other settings include those for the progress rate and speed status. You can define here the sales quotas for teams and employees for the next planning period.
Hope this helps.

How tomaintain product revenue when the oppty is in sales stage Closed/Lost

When the opportunity is in the closed/lost stage the product revenue is always zero. How can we move the opportunity to closed/lost but still maintain the revenue values for the products.
We use the product revenue to report opportunity revenue...
thanks..

I always use "Opportunity-Product History" for my pipeline reports. In this subject area "Product Revenue" is available for Opportunities which are "Closed/Lost". I would log this as a bug with Oracle as it clearly should not set the Product Revenue to 0 in the Product History subject area.
In this subject area I can create reports and trace back Opportunity Revenue and Product Revenue. I have multiple pipeline reports running at both levels which are accurate for mutiple deals. If you do decide to use this subject area beware of the following:
- Dont use the Sales Stage or Probability Successs % at Product level as it does not update as a user steps through the sales stages. Use the opportunity details for accuracy
- If you want a weighted product revenue calculate this based on the Opportunity Probability % and the Total Product Revenue, do not use the out of the box metrics
Regarding your second question, Opportunity Revenue puts the total opportunity amount in your pipeline on the date of the opportunity close date. It also gets updated when a user adds a product and presses the "Update Opportunity Totals" button, this sets the Opportunity Revenue to the total of the Product Revenue from the products you entered. Sometimes users forget to press this button and the revenue is out of alignment. Opportunity Revenue can also be updated if you have the setting "Product Averaging" enabled in your company profile, this takes an average of the Product Revenue and updated the Opportunity Total when a user presses the "Update Opportunity Totals" button. These metrics are updated each evening, you are using the History subject areas which take 24hours to refresh. Does that answer your question?

Pipeline performance report in sap crm 7.0 web ui

Hi Experts,
The box Weighted sales volume should be unprefilled (not marked as default) in all Pipeline performance reports for all user groups with a possibility to use these reports.
Please let me know how to do this settings in to untoggle the The box Weighted sales volume, which is marked as default in the Pipeline performance report.
Please let me know what configurartion in need to be done to reflect the chagnes in sap crm 7.0
With many thanks,
karthik
Edited by: Karthik J on Sep 14, 2011 1:41 PM

Hi Kavita,
There is a standard column in UWL with name 'Sent Date'. Other functionalities in UWL for example deadline monitoring (Due date column) are based on this sent date. This shows an employee what was the date workitem was created (sent date) and when it will get escalated (due date). Displaying forwarding date in Sent date will not give clear picture to employee as the deadline will be calculated based on sent date only not based on forwarding date. this was just an example.
even though if your client is insisting, i dont think it can be done without any enhancement in UWL web dynpro com sort of thing. you can check with your portal consultant too.
Regards,
Ibrahim

Pipeline Performance Management capability for Managers

I went through Kranti's PPM blog for "Improving Sales Pipeline Performance through Enhanced Visibility" and the 2 demo videos and have a couple of questions.
1. Roll-up: As a Sales Manager how would I know the roll-up of all Opportunities in the Pipeline of all Sales Reps that report up to me?
2. Adjust: How can I then adjust this combined Pipeline roll-up and submit it to my manager with my adjustments without changing the individual Opportunity's expected sales values?

That would certanly be nice and very usefull, but I think that SAP didin't provide this functionality. You can see the total value of opportunities only on graph, but not under table as a separate row total. You also can't make subtotals, so in case that you want to see total values for 2 different organizational units or salesman, it's not possible. To see the total in graph for a certain org.unit, you would have to choose that specific org.unit under button "Choose unit" or create filters.
Maybe someone knows of other solution, but I think this is pretty much all that it is avalilable by SAP standard.
Regards.

Pipeline Performance filter on transaction type?

Dear all,
We are currently working at one of our customers on a CRM 2007 (6.0) and I had two questions regarding Pipeline performance.
1) If you define 2 different opportunity types, is there a way that you can filter the pipeline performance so that only one of the two opportunity types is taken into account to calculate the sales pipeline?
2) Is it possible to add some extra filtercriteria in the filter right above the graph (eg. target to date graph, you can only filter on 'first quarter shown', 'last quarter shown', 'owner', 'relevant for forecast', 'sales team', I would like to add 'opportunity group' to that list).
Thanks in advance!
Yasmine

hav you tried using solution keys....
for e.g u hav defined 2 solution 1 america and 2 india...now india users can';t see the mesage for america....
this can be achieved by using Solution keys
goto DSWP where you get the list of all solutions if by default some solution open click back button u wil be navigated to the main screen of all solutions
now from SAP Menu goto ->Technical information
This will display solution and ID which you can assign to the users.
Hope it solve ur problem
Regards
Prakhar

Sales Stages in Quick Search

Does anyone know what drives the sales stages in the Quick Search?
We are using multiple sales stages.
I have updated the search criteria as per requirements to include Sales Stage on the opportunity search. I have specified the Sales process I want to see in the search as the default Sales Stage, yet I am still seeing the previous default sales stage stages in the dropdown in the quick search.
Does search indexing also perform like analytics in that you need an overnight refresh to see updates?
I'm waiting till tomorrow before I create a SR, but I thought I'd ask first here. If anyone knows the answer I'd be grateful.
Regards
K

Hi again, I waited till overnight to see if the quick search sales stages would update with the current default sales process as the values in the dropdown, but it did not.
Therefore we can only theorize that sales stage on quick search - if you have multiple sales stages - doesn't work. You will need to train users to use advanced search if they want to look for a sale stage.
K

Reporting / Sales Stages and Sales Processus

Hello,
I have 2 Sales Processus.
In each Sales Processus I have the same name for the Sales Stage ("Closed/Won").
When I created a simple report showing the Sales Stage and the Name of the opportunity,I have 2 blocks with the 2 items "Closed/Won".
How could I manage to have only 1 block "Closed/Won" ?
Thanks for your help.
ML

ML, in addition to Sales Stage and Opportunity Name bring in Sales Process Name. Now you should be able to filter on the correct sales process.

Not able to change sales stage from requirtement to reqmt analysis

in opportunity Not able to change sales stage from requirtement to reqmt analysis
Error Message:SBL-DAT-00284
Details error msg is:
Unable to evaluate workflow rule for foll reason
Update probability between 0 & 100%(SBL-ODS-00500)
Edited by: user1074008 on Sep 22, 2010 10:17 PM
Edited by: user1074008 on Sep 22, 2010 10:18 PM

Looks like a bug...
Previos Post Activity Status = Submitted - Access Denied

Automatic determination of User Status in based on sales Stages

Hi All,
    Can we determine the user status of Opportunity document based on the completion of sale stages.
     can we do it in configuration itself or we need to go for development .
        Suggest some logical solution.
Regards,
Omer

Hi Omer,
As far as user statuses and customizing is concerned, you cancustomize only upto extent given in SPRO status management. If that does not fullfill you needs then status management BADI is given.
You can define the System status that should be mapped for your user status but can not define a user status for a sub-process level !!
If you know what is the system status on completion of your slae stages, then you can map your user statuses to those system statuses.
Thanks & Regards
Suchita

Manage different layout according to Sales stage

Hi everybody,
I need to manage different opportunity layouts according to my sales stage.
How this need can be realizable?

Dynamic layouts are only possible on Opportunity for the field Opportunity Type. You could repurpose that field to allow for your different layouts, but I would consider that option very carefully before doing so. You need to be sure that repurposing that field won't negatively impact existing functionality.
I don't know what your requirements are, so I'm not certain about what you are trying to achieve. Be aware that you have some capability associated with Sales Processes that may be of use to you. You need to review the Sales Process functionality to see if it will help with your requirements at all.
Good Luck,
Thom

Week-by-Week Sales Stage Reporting

Hi,
We're trying to have a week by week report where the Opportunities have a Sales Stage comparison by week. Ideally, we'd like two columns for sales stage such as "Sales Stage Previous Week" and "Sales Stage Current Week". I've tried various SQL expressions, etc and nothing has seemed to work correctly. I was looking through some notes and thought about maybe using Combined Reports with historical and real-time information. I don't even know if this approach is appropriate..
We're really at a roadblock at the moment. If anyone has any additional suggestions, they would be appreciated.
Thanks in advance.

Hi smjohn,
Below are two tables of what we'd like to have on our weekly comparison. Either one would work. As you can see, it's a comparison between sales stage and Revenue for each Opportunity. It shows that for Opp A, Revenue this week and last week is the same, but Sales Stage differs. For Opp B, Revenue has increased by $500, 000, but the sales stage is still the same.
I don't know what capabilities analytics has, but this would be very useful for us. Any guidance would be great!
Thanks again.
**I formatted the tables, but it isn't coming through when I save... sorry about that.
Option 1:
*1. Week* *2. Opportunity Name*     *3. Revenue*     *4. Sales Stage*
Current Week     Opp A     $300,000     Definition
Last Week     Opp A     $300,000     Generation
Current Week     Opp B     $10,500,000     Validation
Last Week     Opp B     $10,000,000     Validation
Option 2:
*1. Opportunity Name*     *2. Revenue-Current Week* *3. Revenue-Last Week* *4. Sales Stage-Current Week* *5. Sales Stage-Last Week*
Opp A     $300,000     $300,000 Definition Generation
Opp B     $10,500,000 $10,000,000 Validation Validation
Edited by: user646604 on Jan 26, 2009 10:38 AM

In sales stage combobox how to display the step of the process coach

On the business talk page, in sales stage combobox how to display the step of the process coach and can be selected, not only sale stage?
thank you.

For example, in salesprocess list, there are SystemSaleProcess, RenewalSalesProcess and DefaultSalesProcess.
And SystemSaleProcess includes grasp of the situation, the first proposal, estimate submitting, the second proposal 4 salesstages.
And grasp of the situation, including needs confirmation, background of the case confirmed, current problem confirmation, schedule and estimate confirmations, current system configuration confirmation 5 steps.
Now in deal page, the deal type selected SystemSaleProcess, the salesstage is grasp of the situation, the first proposal, estimate submitting, the second proposal 4 salesstage can be selected in the salesstage drop-down box.
But if want to choose more than salesstage, would like to choose needs confirmation, background of the case confirmed, current problem confirmation, schedule and estimate confirmations, current system configuration confirmation 5 steps in the salesstage drop-down box, then how to do it?
thank you.

Sales Stages in Pipeline performance

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