V3.0 Sales Pipeline Report

In V3.0 CRM, the Sales Pipeline report found in the Opportunities area is not
reflecting the Sales Stages appropriately. I have used the existing Sales
Stage (salesstagecode) field for the Sales Stages. I have about 10 stages.
But when I go to the Sales Pipeline report, it is showing ALL my
opportunities in the Unspecified sales stage, when that is not true.

Any ideas? Is anyone else experiencing this?
Amy

Hi Amy,
You might want to verify that the sales process is selected. Once you run
the report, the sales process may be selected in the Sales Pipeline report
by clicking on "Group By Sales Process" and selecting the Sales Process for
which you want to see the report and then click on "View Report". There are
various ways of pivoting the data in the Sales Pipeline report and by
default it does not select the Sales Process.

--
Manisha Powar (Madhusudanan)
Program Manager
Microsoft Dynamics - CRM

This posting is provided "AS IS" with no warranties, and confers no rights.
You assume all risk for your use. © 2005 Microsoft Corporation. All rights
reserved.
"Amy" <Amy@discussions.microsoft.com> wrote in message
news:969B14D2-4C32-4D01-A58F-6E120D1BE000@microsoft.com...
> In V3.0 CRM, the Sales Pipeline report found in the Opportunities area is
> not
> reflecting the Sales Stages appropriately. I have used the existing Sales
> Stage (salesstagecode) field for the Sales Stages. I have about 10
> stages.
> But when I go to the Sales Pipeline report, it is showing ALL my
> opportunities in the Unspecified sales stage, when that is not true.
>
> Any ideas? Is anyone else experiencing this?
> Amy

Thank you for responding. I do not have a Sales Process in place. I am only
using the Sales Stage field. Is the report dependent on first selecting a
Sales Process Workflow? I guess I could do an export using the Dynamic
PivotTable option and create a chart from that, but it seems this report
should work the way I want it to work.
Thanks again!
Amy


"Manisha Powar (MSFT)" wrote:

> Hi Amy,
> You might want to verify that the sales process is selected. Once you run
> the report, the sales process may be selected in the Sales Pipeline report
> by clicking on "Group By Sales Process" and selecting the Sales Process for
> which you want to see the report and then click on "View Report". There are
> various ways of pivoting the data in the Sales Pipeline report and by
> default it does not select the Sales Process.
>
> --
> Manisha Powar (Madhusudanan)
> Program Manager
> Microsoft Dynamics - CRM
>
> This posting is provided "AS IS" with no warranties, and confers no rights.
> You assume all risk for your use. © 2005 Microsoft Corporation. All rights
> reserved.
> "Amy" <Amy@discussions.microsoft.com> wrote in message
> news:969B14D2-4C32-4D01-A58F-6E120D1BE000@microsoft.com...
> > In V3.0 CRM, the Sales Pipeline report found in the Opportunities area is
> > not
> > reflecting the Sales Stages appropriately. I have used the existing Sales
> > Stage (salesstagecode) field for the Sales Stages. I have about 10
> > stages.
> > But when I go to the Sales Pipeline report, it is showing ALL my
> > opportunities in the Unspecified sales stage, when that is not true.
> >
> > Any ideas? Is anyone else experiencing this?
> > Amy
>
>
>