Enhanced Standard Reporting Availability
Enhanced Standard Reporting is now available as an optional feature for your system.
Want to opt in NOW? Submit a support ticket or contact your CSM to enable this feature and access faster processing, extended historical data, and improved reliability.
Customizing and Sharing This Report
Columns: Use the column selector to show, hide, or reorder columns to match your workflow.
Filters: Your filter selections are remembered between sessions — the report opens with your last-used settings automatically.
Sharing (INSIGHTS users): You can duplicate, rename, and share customized versions of this report with team members, and schedule automated delivery by email. System-level reports remain unchanged and available to all users.
Sharing (Standard users): You can duplicate this report and customize filters for personal use. To share a customized version with your team, duplicate the report, apply your preferred filters, and share it directly with individual users. System-level reports cannot be modified or set as a default for all users. See Enhanced Standard Reporting Overview for more detail.
This report allows users to search for and display opportunities based on various filter options such as division, region, office, opportunity type, and more. Sales or business development teams can use this report to track and manage sales opportunities, monitor progress through different stages, identify potential clients or job orders, and analyze financials associated with each opportunity. This helps them make informed decisions, prioritize tasks, and optimize their sales efforts effectively.
On This Page
Accessing the Report
- Click the Analyze tab in the main navigation
The Reports section will automatically open in the left sidebar - In the search field, type OPPORTUNITIES
- Click the Opportunities Report
Understanding This Report
What This Report Shows You
The Opportunities report displays each sales opportunity as a separate row with comprehensive details about the opportunity, associated company, contact information, financials, and key dates. Search for and display opportunities by opened date range — the report shows a link to each opportunity along with basic information such as financials.
Unlike contact-focused reports, this report gives you an opportunity-centric view of your sales pipeline. See which deals are progressing through stages, where follow-up is needed, and which opportunities have converted to job requisitions.
Why Use This Report
This report helps your sales and business development team manage the pipeline and answer critical questions:
- Which opportunities are in each stage of the sales pipeline?
- What is the total value of opportunities expected to close this quarter?
- Which opportunities have been inactive and need follow-up?
- Which opportunities have converted to job requisitions?
- Which sales rep owns the most opportunities by stage or value?
- What are the common reasons for lost opportunities?
- Which companies have active opportunities in progress right now?
Who Benefits From This Report
Different roles use this report to address specific sales and business development needs:
Sales and Business Development Teams: Track individual opportunities through the sales cycle, manage follow-up activities, and monitor progress toward closing deals with potential clients.
Sales Managers: Review team pipeline health, identify stalled opportunities requiring intervention, and forecast revenue based on opportunity stages and expected close dates.
Account Managers: Monitor opportunities associated with their assigned companies, coordinate with sales on potential new business, and maintain visibility into client expansion efforts.
Executive Leadership: Gain visibility into total pipeline value, conversion rates from opportunity to job order, and overall sales team performance across divisions and regions.
Using Filters
Filters appear on the right side of your screen and help you focus on specific segments of your data. Your filter selections persist between sessions — the report opens with whatever filters you last applied. All filters default to “Include all” when you first open the report.
Available Filters
| Filter Name | Options | Explanation |
| Division | All available Divisions | Filters Company's employer |
| Region | All available Regions | Filters Company's Region |
| Office | All available Offices | Filters Company's Branch |
| Company | All available Companies | Filters Company |
| HCM User | All available Users | Filters Opportunity Entered by user |
| Opportunity Type | All available Opportunity Types | Filters Opportunity Type |
| Opportunity Stage | All available Opportunity Stages | Filters Opportunity Stage |
| Create Date | Include all, Yesterday, Today, Last Month, This Month, Last 30 Days, etc. | Filters by Opportunity Create Date |
| Close Date | Include all, Yesterday, Today, Last Month, This Month, Last 30 Days, etc. | Filters by Opportunity Close Date |
| Last Activity Date | Include all, Yesterday, Today, Last Month, This Month, Last 30 Days, etc. | Filters by Opportunity Last Activity Date |
| Next Step Date | Include all, Yesterday, Today, Last Month, This Month, Last 30 Days, etc. | Filters by Opportunity Next Step Date |
Applying Your Filter Selections
- Click on the edit icon next to any filter name to expand it
- Make your selections by checking boxes or choosing from dropdowns
- Click Apply to update the report with your filtered view
- Click Cancel to discard changes and return to the previous filter state
Reading the Data
The Opportunities report displays each sales opportunity as a separate row with comprehensive details about the opportunity, associated company, contact, financials, and key dates. The field structure helps you quickly assess pipeline status and where follow-up action is needed.
Key Field Categories
The report organizes information into logical categories to help you find what you need:
Opportunity Identification: Opportunity ID, Opportunity (name), Stage, Type, Partner, Lost Reason, Converted (Yes/No) identify the specific opportunity and its current state.
Company Details: Company Name, Company Status provide client context for each opportunity.
Contact Information: Contact, Email 1, Email 2, Contact Phone, Contact Address1, Contact Address2, Contact City, Contact State, Contact Zip provide full contact details for the opportunity's primary contact.
Ownership: Owner (User who entered the opportunity) identifies who is responsible for each deal.
Timeline Data: Create Date, Close Date, Next Step Date, Last Activity Date track the opportunity lifecycle and identify stalled deals.
Financials: Amount, Commitment, Percentage (%) show the potential value and probability of each opportunity.
Pipeline & Activity: Next Step, Notes, Requisition, Requisition Date track follow-up actions and conversion to job requisitions.
| Field Name | Description | Notes |
| Opportunity ID | Opportunity ID | |
| Opportunity | Opportunity Name | |
| Company Name | Opportunity Company Name | |
| Contact | Opportunity Contact Name | |
| Email 1 | Opportunity Contact Email 1 | |
| Email 2 | Opportunity Contact Email 2 | |
| Owner | Owner (User who entered the opportunity) | |
| Stage | Opportunity Current Stage | |
| Notes | Opportunity Notes |
If multiple notes for an opportunity, displayed each note in a separate line. Format: Entered By: [Note Entered By User] [Note Entered Date] - [Note Description] |
| Next Step | Opportunity Next Step (What needs to happen next to progress this opportunity to the next stage) | |
| Type | Opportunity Type | |
| Partner | Opportunity Partner | |
| Amount | ||
| Commitment | Amount committed by the Company | |
| Percentage (%) | Opportunity Percentage | |
| Create Date | Opportunity Create Date | |
| Close Date | Opportunity Close Date | |
| Next Step Date | Opportunity Next Step Date (The target date by which you should complete the next step) | |
| Lost Reason | Opportunity Lost Reason | |
| Converted (Yes / No) | Yes / No If the opportunity is linked to Job, then Yes otherwise No |
|
| Requisition | Job's Requisition ID | |
| Contact Phone | Opportunity Contact Phone | |
| Contact Address1 | Opportunity Contact Address 1 | |
| Requisition Date | Job's Requisition Date | |
| Contact Address2 | Opportunity Contact Address 2 | |
| Contact City | Opportunity Contact City | |
| Contact State | Opportunity Contact State | |
| Contact Zip | Opportunity Contact Zip | |
| Last Activity Date | Opportunity Last Activity Date | |
| Company Status | Opportunities Company Status |
Interpreting What You're Seeing
High stage with no recent activity: An opportunity in a late stage (e.g., Proposal Sent) with no Last Activity Date update in 30+ days is likely stalled. These need immediate outreach or should be moved to a lost/inactive status to keep the pipeline accurate.
Low Percentage (%) despite advanced stage: If an opportunity is late in the pipeline but carries a low close probability, it may reflect a competitive situation or unresolved objections. Review the Notes and Next Step fields for context before forecasting this deal.
Converted = Yes but no Requisition: Occasionally an opportunity may be marked as converted without a linked requisition ID. This indicates a data entry gap — flag for the owner to link the correct job requisition.
Opportunities with no Owner: Blank ownership fields indicate setup problems. Unowned opportunities often go unworked, skewing pipeline health metrics and risking lost deals.
Lost Reason patterns: If the same Lost Reason appears repeatedly across a rep or division, it may signal a systemic issue — pricing, timing, or competitive positioning — that needs to be addressed at the process level rather than the individual deal level.
Strategic Applications
Identifying Stalled Opportunities
Sort by Last Activity Date (ascending) to surface deals that have not been touched recently. Opportunities with no activity in 30+ days with no close date approaching likely need immediate outreach or should be moved to a lost/inactive stage to keep your pipeline accurate.
Cross-reference stalled opportunities against their Stage — a deal that has been in “Proposal Sent” for 60 days is a fundamentally different problem than one stuck in “Initial Contact.”
Pipeline Conversion Analysis
Filter by Converted = Yes to see which opportunities have successfully become job requisitions. Compare this count to your total opportunities to measure your sales-to-fulfillment conversion rate over any date range.
Use the Lost Reason field to identify patterns in lost deals. If a specific reason appears repeatedly, it may signal pricing, timing, or competitive positioning issues that need to be addressed at the process level.
Revenue Forecasting
Use Amount and Percentage (%) together to build a weighted pipeline view. Opportunities at a high stage with a high close probability represent near-term revenue, while lower-stage deals represent longer-term potential.
Filter by Close Date and set a date range for the current quarter to see all opportunities expected to close in the period. Sort by Amount descending to prioritize your team's attention on the highest-value deals.
Team Workload Distribution
Filter by HCM User to review an individual sales rep's pipeline. A rep with many open opportunities but low Converted ratios may need coaching on closing techniques, while one with few active deals may need help with prospecting.
Use the Owner field to identify whether opportunities are evenly distributed across your team or concentrated with a few individuals, and reallocate where needed.
Client Account Management
Filter by Company to see all active and historical opportunities associated with a specific client. Use this view before client meetings to demonstrate pipeline awareness and proactively discuss next steps on open deals.
Company Status helps you identify whether opportunities are associated with active, inactive, or prospect companies — useful for prioritizing outreach and qualifying your pipeline.
Reporting by Date Type
Use Create Date to analyze prospecting volume over time and identify peak periods for new business activity. Switch to Close Date to forecast revenue by quarter. Last Activity Date analysis surfaces where follow-up is overdue across the entire team.
Filter by Opportunity Stage combined with a Close Date range to build a stage-gated pipeline view — seeing how many deals at each stage are expected to close this period gives a granular forecast rather than just a total pipeline value.
Exporting Your Data
Export your report data to share with stakeholders, perform additional analysis, or maintain records outside of Avionté.
- Apply any filters you want to include in your export
- Click the three-dot menu icon (⋮) in the top right corner of the report area
- Select your preferred format from the Download submenu:
- Image: Creates a visual snapshot of the report as currently displayed
- CSV File: Exports raw data compatible with Excel, Google Sheets, and database tools
- PDF File: Generates a formatted document suitable for printing or formal distribution
Additional Export Options
The three-dot menu also provides options to repeat rows (useful for printing), merge rows, and other display customizations. These settings affect how your report appears on screen and in exports.
Refreshing the Report
Report data refreshes automatically in the background. However, if you want to see the most current information immediately after changing filters or if you know jobs have been created or updated, you can manually refresh.
-
Locate the circular arrow icon above the filter panel on the right side
- Hover over the icon to see it expand and display the word “UPDATE”
- Click the icon to re-run the report based on your current filter selections
The report will reload with the latest data from your database, reflecting any new opportunities, stage changes, or updates since you last viewed it.
Comments
0 commentsPlease sign in to leave a comment.