Before you start
- Sign in to the correct company.
- Confirm your role and company subscription allow this module.
- Complete required master data in connected source modules before starting a transaction.
- Use demo or authorized data while learning.
Workspace map
1. Select one or more reporting months
This is a user-visible operational capability in the module. Use it after reviewing the current record, required fields, and available permission; then verify the resulting status or document and its downstream handoff.
2. Compare representative performance
This is a user-visible operational capability in the module. Use it after reviewing the current record, required fields, and available permission; then verify the resulting status or document and its downstream handoff.
3. Review sales totals and trends
This is a user-visible operational capability in the module. Use it after reviewing the current record, required fields, and available permission; then verify the resulting status or document and its downstream handoff.
4. Inspect order and customer contribution
This is a user-visible operational capability in the module. Use it after reviewing the current record, required fields, and available permission; then verify the resulting status or document and its downstream handoff.
5. Filter analytical views
This is a user-visible operational capability in the module. Use it after reviewing the current record, required fields, and available permission; then verify the resulting status or document and its downstream handoff.
6. Export or print results
This is a user-visible operational capability in the module. Use it after reviewing the current record, required fields, and available permission; then verify the resulting status or document and its downstream handoff.
Recommended operating sequence
- Select one or more reporting months
- Compare representative performance
- Review sales totals and trends
- Inspect order and customer contribution
- Filter analytical views
- Export or print results
Troubleshooting
- If an action is not visible, check role, permission, record status, and plan entitlement.
- If data is missing, correct the source module and refresh this workspace.
- Read the validation message before retrying; an approval or configuration step may be required.
- Do not bypass protected correction or reversal by creating a duplicate record.