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Set Revenue Goal

1

Navigate to Pipeline

BD P Nav
2

Select Set Revenue Goal

BD P Set Goal
3

Select Edit

BD P Edit
4

Fill in the required information

Select Save to complete or Cancel to exit without saving changes. 

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View Pipeline

1

Select a fiscal year

BD P Fiscal Yr
2

Select view options

BD P View
  • Employee: View pipeline activity and opportunities associated with individual employees.
  • Company: View pipeline activity and opportunities grouped by company.
  • Sales: View the value or volume of sales opportunities in the pipeline.
  • Revenue: View the expected revenue generated from pipeline opportunities.