Opportunities Report

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 team. They 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.

• Click here to go to the Sales Category (list of Standard Reports)

Click on the links below for more information: List of Standard Reports List of BOLD Analyze Reports List of INSIGHTS Dashboards List of Business Intelligence (BI) Reports

CHAPTERS Legend Locating the Report Logic Filter Options Field Details

Legend

Locating the Report

1. Click on Analyze Tab
   The Reports Sub Tab will automatically be selected
2. In the Search Reports field, type OPPORTUNITIES
3. Click on the Opportunities Report

Logic

Search for and display opportunities by opened date range. Shows link to opportunity, and other basic information such as financials.

• Click here to go to the Sales Category (list of Standard Reports)

Filter Options

	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
	Opportunity Date Type	Create Date, Close Date, Last Activity Date	Filters Opportunity Date Types
	Date From		Start Date for Opportunity Created Date / Opportunity Closed Date / Opportunity Last Activity Date
	Date To		End Date for Opportunity Created Date / Opportunity Closed Date / Opportunity Last Activity Date
	Date Range	Yesterday, Today, Tomorrow, ...	When 'Date Range' is selected, 'Date From' and 'Date To' will be automatically disabled. The user will need to select either 'Date Range' or enter 'Date From' and 'Date To'.

Field Details

• Click here to go to the Sales Category (list of Standard Reports)

Field Name	Description	Notes
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