Customer/Prospect Pipeline (SUCU.CUST_PROS_P)

 
Index
Customer/Prospect Pipeline/Details Page

The Customer/Prospect Pipeline view allows you to view the detail for Potential Sales generated from the data entered in the Customer Master (SU13) view for both customers and prospects.

  • This view is based on the following CRM fields in SU13: ‘Projected Close’, ‘Probability %’ and ‘Potential Sales $’.

  • This view is sorted by 'Account Type' by 'Close Date Fiscal Year' by 'Close Date Fiscal Period'.

  • The subtotals for the 'Potential Sales $' are displayed for each Account Type.

  • A grand total displays for all Account Types.

  • Note: This view has a permanent restriction in the Account Status field: you cannot select records for Customers that are ready to be deleted.

Tip: We suggest that you search for specific data since not all customers/prospects contain valid information for this view. To limit data to only those records that contain relevant information you can enter <> 0.00 in the 'Potential Sales $' search criteria field so that only records with a value greater than 0 display in the Search Results grid.

The following fields are available on the Customer/Prospect Pipeline view and are based on the order in which they appear in the search results grid page:

  • Company Number - every record in the PointForce iTopia SQL database includes the Company Number. When reviewing the results from your search, the Company Number will display for all records.

  • Close Date Fiscal Year - displays the Fiscal Year derived from the 'Projected Close Date' entered in the Customer Master(SU13) view.

  • Close Date Fiscal Month - displays the Fiscal Month derived from the 'Projected Close Date' entered in the Customer Master(SU13) view.

  • Customer Code - displays the Customer Code.

  • Customer Name - displays the Customer/Prospect name associated with the Customer Code.

  • Account Type - displays the type of account assigned to the account. This field displays one of the following:

    • C-Customer
    • P-Prospect

  • Sales Stage - displays the Sales Stage assigned to the account.

  • Projected Close Date - displays the Projected Close Date from the Customer Master view.

  • Potential Sales $ - displays the Potential Sales dollars that the account could generate from the Customer Master view.

  • Probability %-Account - displays the value entered in the Probability %-Account field from the Customer Master view.

  • Initial Campaign - displays the Campaign that initially prompted the potential sale.

  • Initial Trade Show - displays the Trade Show that initially prompted the potential sale.

For information on the functionality of each button on the Customer/Prospect Pipeline Search Criteria Results/Grid page, click here .

 
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