Opportunities Report

The Opportunities report provides a list of opportunities and related information. You can add or remove columns and change the order of columns to tailor the report to best meet your needs.

The access to opportunities defined for your security role in Ajera CRM determines if you can display this report and, if you can display it, which opportunities you can view. In addition, if your security role is denied access to specific fields in Ajera CRM, you cannot view those fields on this report.

Default Columns

The first time you display the Opportunities report, it contains these columns in this order by default. If you select other columns or change the order of columns, iAccess saves that modified report as your new default format.

Field	Description
NAME (Primary Client)	This column displays the name of the opportunity, with the primary client below. Click the opportunity name to display a tooltip containing opportunity information: opportunity type, estimated revenue, probability of winning, date opened or closed, status, and stage. Click More in the tooltip to display the full opportunity record on a separate browser tab.
REVENUE	This column displays the total estimated revenue that you expect to earn if the opportunity results in an awarded contract.
PROBABILITY	This column displays the probability of winning the contract, expressed as a percentage.
WEIGHTED REVENUE	This column displays the estimated revenue weighted based on the probability: Estimated revenue x Probability.
STAGE	This column displays the pipeline stage to which the opportunity is currently assigned (for example, Lead, Proposal, Awarded, Lost, and so on).
LAST UPDATED	This column displays the date the opportunity information was last changed.

Other Columns

These additional standard columns are available for the report, along with columns for any user-defined fields that are used in the Opportunities area. Click above the upper-right corner of the report to add or remove columns.

Field	Description
ADDRESS	This column displays the first line of the street address for the opportunity's location.
ADDRESS 2	This column displays the second line of the street address for the opportunity's location.
ADDRESS 3	This column displays the third line of the street address for the opportunity's location.
ASSOCIATED GOVWIN IQ RECORD	If the opportunity was added by importing an opportunity from GovWin IQ, this column displays the opportunity ID and name from GovWin IQ.
AWARD TYPE	This column displays the award type for the opportunity (for example, IDIQ - GWAC, IDIQ - Agency Specific, BPA).
CITY	This column displays the city for the opportunity's location.
CLOSE NOTES	If the opportunity is closed, this column displays any notes related to the closure.
CLOSED DATE	If the opportunity is closed, this column displays the date it was closed.
COMPETITION TYPE	This column displays the competition type for the opportunity (for example, GSA Schedules or Woman Owned Set-Aside).
CONTRACT TYPE	This column displays the contract type for the opportunity (for example, Cost Plus Fixed Fee, Time and Materials).
COUNTRY	This column displays the country for the opportunity's location.
COUNTY	This column displays the county for the opportunity's location.
CREATED BY	This column displays the user name of the person who created the opportunity.
CREATED ON	This column displays the date the opportunity information was created.
CURRENCY CODE	This column displays the code for the currency associated with the opportunity.
DAYS OPEN	If the opportunity is not closed, this column displays the number of days it has been open: Current date - Open date. If the opportunity is closed, this column displays the number of days it was open: Closed date - Opened date.
DESCRIPTION	This column displays a description of the opportunity.
DURATION	This column displays a description of the total expected duration of the contract (for example, 1 year base plus 4 x 1 year option).
ESTIMATED COMPLETION DATE	This column displays the date on which you expect to complete the job associated with the opportunity.
ESTIMATED START DATE	This column displays the date on which you expect to begin the job associated with the opportunity.
GOVWIN IQ	If the opportunity was imported from GovWin IQ, this column displays its GovWin IQ ID. Click the ID to display a tooltip containing the opportunity solicitation date and number and opportunity status in GovWin IQ. Click More in the tooltip to open a new browser tab and display the complete opportunity information in GovWin IQ. (The iAccess opportunity information remains available on the original browser tab.) If you are not already logged in to GovWin IQ, the GovWin log-in page displays first. Because they are links that provide access to GovWin IQ, not actual data, the values in this column are not included in the downloaded data if you select this column for the report and then download the report as a .CSV file.
LAST UPDATED BY	This column displays the user name of the person who made the last changes to the opportunity information.
MASTER CONTRACT	If the opportunity is work that your firm is competing for under an indefinite delivery/indefinite quantity contract (IDIQ) or similar "master" contract, this column displays that master contract.
MILESTONE	A column is available for each milestone name that is currently assigned to opportunities (for example, MILESTONE: PROPOSAL DUE and MILESTONE: ESTIMATED START). Each milestone column you select for the report displays the date for that milestone for each opportunity on the report. You can select as many milestone columns as you want. It is possible to assign more than one milestone with the same name but different dates to a single opportunity. If that occurs, that milestone report column displays either the next upcoming date for that milestone or, if there are no upcoming dates, the most recent past milestone date, based on the date that you generate the report.
NAICS	This column displays the North American Industry Classification System (NAICS) code for the opportunity.
NAICS DESCRIPTION	This column displays the North American Industry Classification System (NAICS) description for the opportunity.
NAME	This column displays the opportunity name.
OPENED	This column displays the date on which you identified the opportunity and began pursuing the job.
OPPORTUNITY ID	This column displays the opportunity ID.
ORGANIZATION	This column displays the organization within your firm that is responsible for the opportunity.
PRIMARY CLIENT	This column displays the name of the primary client for the opportunity. Click the name to display a tooltip containing client information: market, company status, primary address, and phone number. Click More in the tooltip to display the full company record on a separate browser tab.
PRIMARY CONTACT	This column displays the name of the primary client contact for the opportunity. Click the name to display a tooltip containing contact information: job title, mailing address, and email address. Click More in the tooltip to display the full contact record on a separate browser tab.
PRINCIPAL	This column displays the employee who is the principal for the opportunity.
PROJECT	If a project is associated with the opportunity, this column displays the project ID.
PROJECT MANAGER	This column displays the employee who is the project manager for the opportunity.
PROPOSAL PROJECT	If a proposal project is associated with the opportunity, this column displays the project ID.
REASON	If the opportunity is closed, this column displays the reason it was closed.
RESPONSIBILITY	This column displays your firm's responsibility or role for the opportunity (for example, Prime, Subcontractor, or Unknown).
SOLICITATION #	This column displays the request for proposal (RFP) number for the opportunity.
SOURCE	This column displays the source of the opportunity (for example, Client Contacts, Marketing Campaign, GovWin IQ).
STATE/PROVINCE	This column displays the state or province for the opportunity's location.
STATUS	This column displays the opportunity status: Active or Inactive.
SUPERVISOR	This column displays the employee who is the supervisor for the opportunity.
TYPE	This column displays the type of opportunity (for example, Laboratories, Medical Facilities, Office Buildings, and so on).
ZIP	This column displays the ZIP code or other postal code for the opportunity's location.