Appendix: PeopleSoft Enterprise Sales Reports

This appendix provides an overview of PeopleSoft Enterprise Sales reports in a summary table of all reports.

Note. For samples of these reports, see the PDF files provided on the documentation CD-ROM.

Click to jump to parent topicReport Description

This table lists the PeopleSoft Enterprise Sales reports, sorted alphanumerically by report ID.

Report ID and Report Name

Description

Navigation

Run Control Page

RSFC1000

Task Summary Report

Lists information about a sales representative's tasks on leads and opportunities, including task start date, end date, customer, and status.

Sales, Reports, Task Summary

RUN_RSFC1000

RSFC1001

Company

Lists information about the companies with which you do business, including the customer ID, name, website, and phone number.

Sales, Reports, Company

RUN_RSFC1001

RSFC1002

Customer Revenue Ranking By Product Group

Lists customers by revenue generated and product group. Includes customer name, revenue, percentage, total by product group, and grand total.

Sales, Reports, Customer Rev Rank

RUN_RSFC1002

RSFC1003

Forecast By Product Group

Lists forecast information by product group.

Sales, Reports, Forecast by Product Group

RUN_RSFC1003

RSFC1004

Forecast By Sales Users

Lists information about the activities of sales users.

Sales, Reports, Forecast by Sales Rep

RUN_RSFC1004

RSFC1005

Opportunity

Lists information about opportunities.

Sales, Reports, Opportunity

RUN_RSFC1005

RSFC1007

Product Group Review Revenue Analysis

Lists information about revenue, sorted by product group, including forecast name and type, sales model and stage, and total by product group.

Sales, Reports, Product Group Revenue

RUN_RSFC1007

RSFC1009

Revenue Fallout Analysis

Lists information about revenue fallout, including customer name, opportunity, close date, revenue, fallout reason, and totals by sales stage, territory, and business unit.

Sales, Reports, Revenue Fallout Analysis

RUN_RSFC1009

RSFC1010

Customer Revenue Ranking By Industry

Lists information about generated revenue, sorted by industry.

Sales, Reports, Rank By Industry

RUN_RSFC1010

RSFC1011

Customer Revenue Ranking By Region

Lists customer information, sorted by revenue.

Sales, Reports, Rank By Region

RUN_RSFC1011

RSFC1013

Product for Open Opportunities

Lists information about product lines and products, including associated opportunity name, quantity, unit of measure, and price.

Sales, Reports, Products Open Opportunity

RUN_RSFC1013