SAP Knowledge Base Article - Public

2785336 - Sales Quote Field Not Displaying Data in Lead Funnel Report

Symptom

When running the standard report "Lead Funnel Report", you see there is no data displayed for characteristic field "Sales Quote" in report results.

Environment

SAP Cloud for Customer

Reproducing the Issue

  1. Go to work center Business Analytics.
  2. Go to work center view Design Reports.
  3. Search and open the report Lead Funnel Report.
  4. Make sure the characteristics "Lead" and "Sales Quote" are included in report Rows pane.
  5. Run the report.
  6. There is no information displayed for characteristic field "Sales Quote" in report results.

Cause

There are no Sales Quotes maintained in Lead level. Therefore the field "Sales Quote" will reflect no data in Lead Funnel Report accordingly.

  • To cross check that you can open any Lead for which no sales quote is displayed in the report, and from within the Lead screen go into Sales Quotes tab. You will see no records are found there.

Resolution

In order to display the Sales Quote info in report results, the same must be maintained properly in Lead level.

  • To reach the Lead screen, you can either use the Navigation Target from the report, by clicking on the relevant lead ID in the report results, or you can follow the steps below:
  1. Go to work center Sales.
  2. Go to work center view Leads.
  3. Search and open the relevant lead.
  4. From within Lead screen, go to Sales Quotes.
  5. Insert the relevant sales quote.

Keywords

Sales Quote not displayed; Lead Funnel Report; No Sales Quotes , KBA , AP-RC-ANA , C4C, ByD, Travel: Analytics Tools & Frameworks , LOD-LE-MKT-LEA , Lead , How To

Product

SAP Cloud for Customer add-ins all versions