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author's profile photo Former Member
Former Member

Reports in CRM 4.0


I want to see the following reports in crm 4.0 version :

1. Day to day Trasanctions - Hope it can be taken easily from Crmd_order and from their selecting desired Transactions and giving From and To date and listing Output.

2.How many Leads has converted to Opportunities & Opportunities to Quotations and Quotations to Sales Order in a day r for a particular periods.

3. Is it Possible to chek the performance of an employee - Report my employee how many Leads has created and out of which how many he could convert Opportunities , Quotations and finally to Sales orders.

Do the needful.

Thanks in Advance.



Edited by: ABHI ABHI on Mar 7, 2008 5:51 PM

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  • author's profile photo Former Member
    Former Member
    Posted on Apr 09, 2008 at 01:33 PM

    Hi Abhi

    As far as i see, without activating the Sales Analytics , together with the BI system, you cannot generate Standard reporting. however you can use the SAP query function with CRM 4.0 , transaction SQ01 to easily build your own report without programing.


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