Four Rolling Quarters Pipeline (Details) Card

On the Four Rolling Quarters Pipeline (details) card you can review open SAP deals for your company for the next four rolling quarters.
 


Procedure

  1. From the sidebar, select Sales & Marketing → Pipeline Health tab → Four Rolling Quarters Pipeline card.
  2. Enter a prospect name in the Search to find a specific prospect.
  3. Select Current Quarter or Four Rolling Quarters at the top left of the card to see your pipeline deals.
  4. Select a specific Prospect in the list to open it in the Deal Manager application or select an SAP Deal Owner to contact the person.
  5. Export to an xlsx file on your computer.