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Dynamics 365 Community / Forums / Microsoft Dynamics AX (Archive) / Prospect Turnover : ho...
Microsoft Dynamics AX (Archive)

Prospect Turnover : how system gets the data?

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ReportReport
Posted on by YK Cheong 80

Hi Expert,

Good morning to you.

I wondering if anyone can explain to me how this report gets the data. I do not know how to verify the data in this report.

Thank you and best regards,

YK Cheong

Categories:
Sales and Marketing
  • Suggested answer
    DM-17060758-0 Profile Picture
    DM-17060758-0 13 on at
    Prospect Turnover : how system gets the data?
    Hello,
     
    You may want to check the Statistics on General Ribbon for all customers.
    Accounts receivable>Customers>All Customers (Select/Ticked a specified customer account)

    From there click the General Tab>Statistics>Financial

    On the Prospect Turnover you may filter the specified customer account to generate a report.
  • Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at
    RE: Prospect Turnover : how system gets the data?

    Hello YK Cheong,

    Has your question been answered in the meantime?

    If so, please be so kind and verify the answer to let also other community members know what helped.

    Many thanks for your support and best regards,

    Ludwig

  • Suggested answer
    Satish Panwar Profile Picture
    Satish Panwar 14,637 on at
    RE: Prospect Turnover : how system gets the data?

    Hi YK,

    Please take a look at link below. It provides two table names and where you can find more details.

    docs.microsoft.com/.../prospect-turnover-report-smmprospectsturnover

    Thanks,

    Satish Panwar

    Please take time to click yes against the answer if it guided you in right direction.

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