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Former Member

Pipeline with more than one opportunities

Hi experts,


I have a requirement in SAP CRM 7.0 for the pipeline performance analysis with different type of opportunities.


If I work with just one opportunity, i don't have any problema, but recently I created a different opportunity document, with different sales phases, but when I try to see the Sales Pipeline Analysis, the report show all phases mixed (both documents).

Thanks a lot for yur help.

Maria

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1 Answer

  • Posted on Sep 04, 2013 at 04:14 AM

    Hi Maria

    You can change the search filter( for a particular stage ) according to your view needs , by using the option " Show Filter " on WebUI Pipeline screen.

    That will reveal all the filters which are being used to fetch the data.

    /Hasan

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    • Hi Maria,

      You need to enable the field process_type for PPM by adding it to the view cluster under SM34 : CRM_ADVS_FIELDGROUP.

      Please add the field PROCESS_TYPE for field-group : CRM_PPM_SPV_SALESREP and also add the operator as EQ . Check Mark all the application flags.

      /Hasan