Symptom
The business users are not seeing Opportunities for the Pipeline Manager and Pipeline Flow work views inside Intelligent Sales Execution (ISE).
Environment
SAP Cloud for Customer
Reproducing the Issue
- Go to Intelligent Sales Execution > Pipeline Flow or Pipeline Manager.
- Select a Sales Unit.
- No results are shown, regardless of the date and currency set.
Cause
If a user is a Sales Representative, for example it is not a manager in the organization, then all ISE screens will have an additional filter and show only those Opportunities where user is the owner of the Opportunity.
ISE screens handles two personas:
- Sales Unit Manager: will see all Opportunities linked to this sales unit.
- Sales Reps: will see Opportunities where the user is the owner.
Any non-manager needs to be set specifically as the owner of the Opportunity, not the creator (assigned in Created By field).
Resolution
Therefore, if the business users are not set as a Manager in the organization and neither set as the Owner of any Opportunity, then no Opportunities will be displayed in ISE. This is the expected system behaviour.
If the feature/functionality is required urgently, please refer to KBA 3475641 - Functionality Currently not Available.
See Also
3188508 - Trend Analytics view and Pipeline Flow Are not Showing Opportunities
Keywords
cannot see, can't see, not displayed, not displaying, doesn't show, not shown, not showing, doesn't display, sales org, sales data, close data, date and time, timestamp, , KBA , LOD-CRM-SBS-PI , Pipeline & Pipeline Flow , CEC-CRM-PMF , Pipeline Management and Forecasting for Sales Cloud , LOD-CRM-OPP , Opportunity Management , Problem