Win/Lose analysis report (smmPipelineWinAnalysis)
Applies To: Microsoft Dynamics AX 2012 R3, 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.
How to filter the data on this report
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 筛选报表上的数据.
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. |
How to work with reports
The following topics explain how to print a report and how to filter and sort the data on a report.
Details of this 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. |
Where the data in this report comes from
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.
Open the AOT.
Locate the report in the SSRS Reports\Reports node.
Right-click the report and click Add-Ins > Cross-reference > Using (instant view).
Announcements: To see known issues and recent fixes, use Issue search in Microsoft Dynamics Lifecycle Services (LCS).