| Field | Description |
|---|
| Opportunity Name
|
This column displays the name of the opportunity.
|
| Opportunity Number
|
This column displays the opportunity identifier.
|
|
Organization
|
If you use
organizations in
Ajera CRM, this column displays the identifier for the
organization in your firm that is responsible for pursuing the opportunity.
|
|
Organization Name
|
If you use
organizations in
Ajera CRM, this column displays the name of the
organization in your firm that is responsible for pursuing the opportunity.
|
| Primary
Client
|
This column displays the name of the primary
client associated with the opportunity.
|
| Primary Contact Name
|
This column displays the name of the primary contact associated with the opportunity.
|
| Row Count
|
This column displays the total number of detail lines for each group, based on the sorting and grouping selections on the Sorting/Grouping tab. If the report groups data at more than one level, this column displays row counts for all grouping levels.
|
|
Project Manager Name
|
This column displays the name of the employee serving as
project manager for the opportunity.
|
|
Principal Name
|
This column displays the name of the
principal responsible for the opportunity.
|
|
Supervisor Name
|
This column displays the name of the employee serving as
supervisor for the opportunity.
|
| Est. Revenue
|
This column displays the estimated revenue you expect to earn from the opportunity.
|
| Probability
|
This column displays the probability that the opportunity will become a
project. For example, if that probability is 80%, this column contains
80.
|
| Weighted Revenue
|
This column displays the weighted revenue for the opportunity: Estimated revenue x Probability / 100.
|
| Date Opened
|
This column displays the date on which you identified the opportunity and began pursuing the job.
|
| Closed Reason
|
This is a drop-down list that displays pre-defined reasons why the opportunity closed. The options in the list are defined in the code tables found in Configuration.
|
| Date Closed
|
This column displays the date on which you closed the opportunity (for example, the date you stopped pursuing the opportunity or the date you were awarded the job).
|
| Closed Notes
|
This is a memo field that you can use to fill in any description that relates to the closing of the opportunity.
|
| Days Open
|
This column displays the number of days the opportunity has been open. For a closed opportunity, this column displays the number of days from the date it was opened to the date it was closed.
|
| Stage
|
This column displays the current stage of the opportunity (for example,
Pending,
Proposal,
Submitted, or
Awarded).
|
| Type
|
This column displays the type of the opportunity (for example,
Educational,
Municipal, or
Medical).
|
| Source
|
This column displays the source of the opportunity (for example,
Client Referral,
Consultant Job, or
Marketing Campaign).
|
| Status
|
This column displays the current status of the opportunity:
Active or
Inactive.
|
| Est. Start Date
|
This column displays the date you expect to begin work if you are awarded the contract.
|
| Est. Compl. Date
|
This column displays the date you expect to complete the work if you are awarded the contract.
|
| Address 1-3
|
This column displays the opportunity mailing address information (street name and number, suite number, post office box number).
|
| City
|
This column displays the city from the opportunity address.
|
| State
|
This column displays the two-character abbreviation for the state from the opportunity address.
|
| ZIP
|
This column displays the zip code from the opportunity address.
|
| Country
|
This column displays the country from the opportunity address.
|
| County
|
This column displays the county in which the opportunity is located.
|
| Create User
|
This column displays the user ID of the person who created the opportunity record in the Opportunity Info Center.
|
| Create Date
|
This column displays the date on which the opportunity record was created.
|
| Modify User
|
This column displays the user ID of the person who most recently modified the opportunity record.
|
| Modify Date
|
This column displays the date on which the opportunity record was most recently modified.
|
| Description
|
This column displays the description of the opportunity.
|
| Opportunity Currency Code
|
This column displays the currency code specified in the Opportunity Info Center.
|
| Activities - Completed
|
The activity can be Pending or Completed.
|
| Activities - Type
|
This column displays the activity type (for example,
Phone Call,
Meeting, or
Email).
|
| Activities - Subject
|
This column displays a brief description of the activity (for example,
Initial Consultation,
Planning Meeting,
Customer Lunch, or
Follow-up Visit).
|
| Activities - Start Date
|
This column displays the date and time that the activity is scheduled to begin.
|
| Activities - Priority
|
This column displays the priority ranking that indicates the relative importance of individual activities:
High,
Medium, or
Low.
|
| Activities - Owner
|
This column displays the name of the employee who is responsible for the activity.
|
| Activities -
Client Contact
|
This column displays the name of the
client contact associated with the activity.
|
| Activities -
Client Contact Bus. Phone
|
This column displays the
client contact's work telephone number.
|
| Activities -
Vendor
|
This column displays the name of the
vendor associated with the activity.
|
| Activities -
Vendor Contact
|
This column displays the name of the
vendor contact associated with the activity.
|
| Activities -
Vendor Contact Bus. Phone
|
This column displays the
vendor contact's work telephone number.
|
| Activities -
Project
|
This column displays the name of the
project associated with the activity.
|
| Activities - Marketing Campaign
|
This column displays the identifier of the marketing campaign associated with the activity.
|
| Activities - Lead
|
This column displays the lead associated with the activity.
|
| Activities - Location
|
This column displays the location where the activity occurred or will occur.
|
| Activities - Notes
|
This column displays additional text that describes the activity.
|
|
Clients - Name
|
This column displays the name of the
client associated with the opportunity.
|
|
Clients - Role
|
This column displays the
client's role in the opportunity (for example,
Owner,
Developer, or
Partner).
|
|
Clients - Role Description
|
This column displays additional information about the
client's role in the opportunity.
|
| Clients - Type
|
This column displays the type of
client (for example,
Commercial,
Government, or
Non-Profit).
|
| Clients - Status
|
This column displays the current status of your relationship with the
client (for example,
Active,
Dormant, or
Inactive).
|
|
Clients - Address
|
This column displays the street address, city, state, and zip code of the
client. It also displays a description of the address (for example,
Company Headquarters or
Northeast Sales Office).
|
|
Clients - Address Description
|
This column displays the description of the
client's address.
|
| Contacts - Name
|
This column displays the name of the contact associated with the opportunity.
|
| Contacts -
Client
|
This column displays the name of the
client associated with the contact.
|
| Contacts - Role
|
This column displays the contact's role in the opportunity.
|
| Contacts - Role Description
|
This column displays the contact's role in the opportunity (for example, Owner or
Project Manager).
|
| Contacts - Title
|
This column displays the contact's title (for example, Director,
Project Manager, or CEO).
|
| Contacts - Phone
|
This column displays the contact's business telephone number.
|
| Contacts - Address1
|
This column displays the contact's street address.
|
| Contacts - City
|
This column displays the city from the contact's address.
|
| Contacts - State
|
This column displays the state from the contact's address.
|
| Contacts - ZIP
|
This column displays the ZIP code from the contact's address.
|
| Employees - Name
|
This column displays the name of the employee associated with the opportunity.
|
| Employees - Role
|
This column displays the employee's role in the opportunity (for example,
Lead Architect or
Structural Engineer).
|
| Employees - Role Description
|
This column displays an additional description of the employee's role in the opportunity.
|
| Employees -Title
|
This column displays the title of the employee associated with the opportunity (for example,
Architect,
Engineer, or
Designer).
|
| Links - Description
|
This column displays a brief description of the file link or Web address (URL).
|
| Links - File Path
|
This column contains one of the following:
- The complete file path for an external file link. This path includes the file link name and extension. If you preview the report, you can click the file link to open the file.
- The address (URL) for a Web site, intranet site, file transfer (FTP) site, and so on. If you preview the report, you can click the link to go to that address.
|
| Links - Graphic
|
This column contains a
Y or
N (yes or no) to indicate whether or not the file is a graphic file.
|
| Marketing Campaigns - Name
|
This column displays the name of the marketing campaign.
|
| Marketing Campaigns - Number
|
This column displays the numeric identifier for the marketing campaign.
|
|
Project Codes -
Project Code
|
This column displays the
project code associated with the opportunity.
Project codes enable you to identify the types work or stages of work you expect to perform and to enter estimated fees for each one.
|
|
Project Codes - Description
|
This column displays the description of the
project code.
|
| Project Codes - Fee
|
This column displays the estimated fee for the work that the
project code represents.
|
| Project Codes - SF330
|
This column displays the SF330 code associated with the project code.
|
| Proposals - Name
|
This column displays the name of the proposal.
|
| Proposals - Number
|
This column displays the proposal's identifier.
|
| Proposals - Type
|
This column displays the proposal type (for example,
Draft Proposal or
Technical Proposal).
|
| Proposals -
Organization
|
If you use
organizations in
Ajera CRM, this column displays the
organization in your firm that is responsible for producing the proposal.
|
| Proposals - Responsible Person
|
This column displays the name of the employee responsible for producing the proposal.
|
| Proposals - Status
|
This column displays the status of the proposal (for example,
Pending,
Won,
Lost,
Go/No Go, or
Delayed).
|
| Proposals - Source
|
This column displays the proposal source (for example,
Client Referral,
Consultant Job, or
Marketing Campaign).
|
| Proposals - Date Advertised
|
This column displays the date on which the request for proposal was published.
|
| Proposals - Due Date
|
This column displays the date by which you must submit the proposal.
|
| Proposals - Submittal Date
|
This column displays the actual date on which you submitted the proposal or expect to submit it.
|
| Proposals - Award Date
|
This column displays the date on which your firm was awarded the contract for the proposed job.
|
| Proposals - Fee
|
This column displays the fee associated with the proposal.
|
| Proposals - Linked Proposal
|
If you have created a proposal, this column displays the name of the proposal linked to the opportunity.
|
| Proposals - Linked SF255
|
If you have created an SF255 proposal, this column displays the name of the SF255 proposal linked to the opportunity.
|
|
Vendors - Name
|
This column displays the name of the
vendor or consultant working on the opportunity.
|
|
Vendors - Role
|
This column displays the
vendor's role on the opportunity (for example,
Surveying,
Printing, or
Security).
|
|
Vendors - Role Description
|
This column displays an additional description of the
vendor's role on the opportunity.
|
|
Vendors - Address Description
|
This column displays the description of the
vendor's address (for example,
Company Headquarters or
Distribution Center).
|
| Vendors - Address1
|
This column displays the
vendor's primary street address.
|
|
Vendors - City
|
This column displays the city from the
vendors address.
|
|
Vendors - State
|
This column displays the state from the
vendor's address.
|
|
Vendors - ZIP
|
This column displays the ZIP code from the
vendor's address.
|
| Master Contract
|
This column displays the master contract that is associated with the opportunity.
|
| Competition Columns
|
If you selected
Competition in the
Grid Type field on the General tab of the Options dialog box for this report, the following competition fields from the Competition tab in the Opportunities Info Center display in the
Column Name field on the Columns tab. Select a column to add it to the report.
- Competition - Incumbent
- Competition - Name
- Competition - Notes
- Competition - Strengths
- Competition - Weaknesses
|
