RSFD_MGR_PL_ACT

(SQL View)
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Manager Pipeline Actual

This view is used to populate summarized Open and Closed-won (Estimated Revenue) Pipeline revenue/count at a manager level in sales dashboard.

SELECT MGR.PERSON_ID_MANAGER , STG.PIPELINE_SEGMENT , 'R' , INST.PT_CDB_DEF_CUR_CD , %Round(SUM(%DecDiv(%DecMult(%DecMult(CUR.INST_MULT, O.EST_REVENUE), REP.PCT_ALLOC), 100)),0) , COUNT( DISTINCT O.OPPORTUNITY_ID) FROM PS_RSFD_OPPBASE_VW O , PS_RSF_OPP_SLSREP REP , PS_RSF_ACC_MGR_VW MGR , PS_RBD_CURRT CUR , PSCDBINSTALL INST , PS_RSF_SALES_STAGE STG , PS_RSF_SEGMENT SEG WHERE STG.PIPELINE_SEGMENT = SEG.PIPELINE_SEGMENT AND STG.STATUS = 'A' AND MGR.PERSON_ID_MANAGER > ' ' AND O.OPPORTUNITY_STATUS IN ('0', '2') AND O.OPPORTUNITY_ID = REP.OPPORTUNITY_ID AND REP.PERSON_ID = MGR.PERSON_ID AND O.CURRENCY_CD = CUR.CURRENCY_CD AND O.SETID = STG.SETID AND O.SALES_MODEL = STG.SALES_MODEL AND O.SALES_STAGE = STG.SALES_STAGE GROUP BY MGR.PERSON_ID_MANAGER , STG.PIPELINE_SEGMENT, INST.PT_CDB_DEF_CUR_CD, CUR.INST_MULT

# PeopleSoft Field Name PeopleSoft Field Type Database Column Type Description
1 PERSON_ID_MANAGER Character(15) VARCHAR2(15) NOT NULL Contact Identifier for Treasury Contacts
2 PIPELINE_SEGMENT Character(15) VARCHAR2(15) NOT NULL Segment corresponds to sales stage.
3 SEG_QUOTA_TYPE Character(1) VARCHAR2(1) NOT NULL Segment Quota Type
M=Manager Quota
R=Rollup Quota

Default Value: R

4 CURRENCY_CD Character(3) VARCHAR2(3) NOT NULL This field stores the Currency Code value.
5 REVENUE_AMOUNT Signed Number(28,3) DECIMAL(26,3) NOT NULL Revenue Amount
6 OPPORTUNITY_COUNT Signed Number(10,0) DECIMAL(9) NOT NULL Opportunity Count