Sales and marketing reports
Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012
The following reports are available in the Sales and marketing module of Microsoft Dynamics AX:
Activity analysis report (smmActivityAnalyses)
Average call duration report (smmPhoneAverage)
Campaign response frequency report (smmCampaignResponseFrequency)
Customer/item statistics report (smmSalesCustItemStatistics)
Customer turnover report (smmCustRevenue)
Lead analysis report (smmLeadsAnalysis)
Lead summary by source type report (smmLeadSummaryBySourceType)
Lead summary by source type detail report (smmLeadSummaryBySourceTypeDetail)
Lead summary by source type Role Center report (smmLeadSummaryBySourceTypeRC)
Month over month closing trend report (smmPipelineMonthOverMonthClosingTrend)
My cases Role Center report (Case_MyCases)
New leads trend report (smmNewLeadsTrend)
Pipeline analysis report (smmPipelineAnalysis)
Pipeline by process stage report (smmPipelineByProcessStage)
Pipeline by process stage detail report (smmPipelineByProcessStageDetail)
Pipeline by process stage Role Center report (smmPipelineByProcessStageRC)
Prospect turnover report (smmProspectsTurnover)
退货单登记和收到的报告 (ReturnAcknowledgmentAndDocument)
Sales analysis report (SalesAnalysis)
Sales targets report (smmSalesTarget)
Sales vs. target report (SalesVsTarget)
Telemarketing summary report (smmTMCallListTelemarketingSummary)
Top customers by YTD sales report (CustTopCustomersbyYTDSales)
Win/Lose analysis report (smmPipelineWinAnalysis)
(CAN, USA) Gross margin by customer report (CustGrossMarginbyAccount_NA)
(CAN, USA) Gross margin by item report (CustGrossMarginbyItem_NA)
(CAN, USA) Open sales orders report (CustSalesOpenOrders_NA)
(CAN, USA) Sales analysis by invoice report (CustSalesAnalysisByInvoice_NA)
(SWE) Customer/item statistics report (SalesOrderEntryStatistics)
Announcements: To see known issues and recent fixes, use Issue search in Microsoft Dynamics Lifecycle Services (LCS).