Export (0) Print
Expand All
Expand Minimize
0 out of 1 rated this helpful - Rate this topic

Win/Lose analysis report (smmPipelineWinAnalysis) [AX 2012]

Updated: August 16, 2011

Applies To: Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012

Use this report to calculate an analysis of opportunities won versus opportunities lost.

When you generate this report, the following default parameters are displayed. You can use these parameters to filter the data that will be displayed on the report. For more information, see Filter the data on a report.

Field

Description

Opportunity

Select the parameters to define the opportunity records that you want to include in the calculation of the report.

Demographics

Select the segment, subsegment, and sales unit of the opportunities that you want to include in the calculation of the report.

Address

Select address parameters to define the opportunity records that you want to include in the calculation of the report.

The following topics explain how to print a report and how to filter and sort the data on a report.

The following table explains where to find the report in the Application Object Tree (AOT) and how to navigate to the report in the Microsoft Dynamics AX client.

Detail

Description

Name of report in the AOT

smmPipelineWinAnalysis

Location of report in the AOT

SSRS Reports\Reports\smmPipelineWinAnalysis

Menu item of the report

smmWinAnalysis

Navigation to the report

Click Sales and marketing > Reports > Sales management > Win/Lose analysis report.

The data on this report comes from the following sources:

  • DynamicsAXOLAP

If you are a developer, you can learn more about where the data on a report comes from by using the following procedure.

  1. Open the AOT.

  2. Locate the report in the SSRS Reports\Reports node.

  3. Right-click the report and click Add-Ins > Cross-reference > Using (instant view).

Did you find this helpful?
(1500 characters remaining)
Thank you for your feedback

Community Additions

ADD
Show:
© 2014 Microsoft. All rights reserved.