Reporting on Document Flow

[former_member190501]

Dear All,

Is it possible to create a report on complete document flow from Lead -->Opportunity-->Sales Quote -->Sales Order.

We can see this at transaction data level by workcenter. But we would like to see this flow in Analytics. Flat report linking between Lead to Sales Order.

Thanks and regards,

Raju

[Pragya_Pande]

What is the usecase for this?

What benefits would you expect with a report which the document flow tab does not show?

Best Regards,

Pragya

[former_member190501]

Hi,

Document flow just shows only to that specific transaction.

If similar function ( linking) available in reporting then business users can see

how many leads converted to Opportunities ,

how many Quotes created against an Opportunity

& how  many orders created against Opportunity.

at Sales Employee, Manger & Company level.

Thanks,

Raju