Sales Representative Overview reports
The measures used in Sales Representative Overview reports are sourced from Activity and Opportunity facts. These measures are analyzed by Start Date and use the Sum aggregation.
Attributes used in the Activity Overview and Opportunity Overview reports are sourced from the Activity and Opportunity dimensions.
These measures are analyzed by Time and use the Sum aggregation.
Sales Funnel
Description: This report shows the total value of opportunities by opportunity process name.
Measure: Total Price
Chart type: 1 data series height funnel chart
Overdue Activities
Description: This report shows the number of open and overdue activities.
Measure: No. of Activities
Chart type: 1 data series donut chart
Overdue Opportunities
Description: This report shows the number of open and overdue opportunities.
Measure: No. of Opportunities
Chart type: 1 data series donut chart
Activity Details
Description: This report lists the information about the activity.
Attribute: Activity Name, Activity Type, Start Date, Priority, Overdue, Activity Status
Chart type: Table
Drill back to M3 CLM: Hyperlink Activity Name to M3 CLM Activity tab
Opportunity Details
Description: This report lists the information about the opportunity.
Measure: Total Price
Attribute: Opportunity Name, Opportunity Number, Opportunity Process, Opportunity Status, Probability, Is Overdue, End Date
Chart type: Table
Drill back to M3 CLM: Hyperlink Opportunity Name to M3 CLM Opportunity tab