| Field | Description |
|---|
| Opportunity Name
|
This column displays the name of the opportunity.
|
| Opportunity Number
|
This column displays the opportunity identifier.
|
|
Team
|
If you use
teams in
GovWin Capture Management, this column displays the identifier for the
team in your firm that is responsible for pursuing the opportunity.
|
|
Team Name
|
If you use
teams in
GovWin Capture Management, this column displays the name of the
team in your firm that is responsible for pursuing the opportunity.
|
| Primary
Customer
|
This column displays the name of the primary
customer 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.
|
|
Contract Number
|
If you created a
contract record from the opportunity record, this column displays the
contract number.
|
|
Contract Name
|
If you created a
contractrecord from the opportunity record, this column displays the
contract name.
|
| Promotional
Contract Number
|
If you created a promotional
contract record from the opportunity record to track and bill charges for proposal generation, this column displays the promotional
contract number.
|
| Promotional
Contract Name
|
If you created a promotional
contract record from the opportunity record to track and bill charges for proposal generation, this column displays the promotional
contract name.
|
| Primary Contact Title
|
This column displays the title of the primary contact associated with the opportunity.
|
| Primary Contact Business Phone
|
This column displays the primary contact's business phone number.
|
| Primary Contact Mobile Phone
|
This column displays the primary contact's cellular phone number.
|
| Primary Contact Business Fax
|
This column displays the primary contact's business fax number.
|
| Primary Contact Pager
|
This column displays the primary contact's pager number.
|
| Primary Contact E-mail
|
This column displays the primary contact's email address.
|
| Capture Manager Name
|
This column displays the name of the employee serving as
capture manager for the opportunity.
|
| BD Manager Name
|
This column displays the name of the
BD manager responsible for the opportunity.
|
|
Executive Lead Name
|
This column displays the name of the employee serving as
executive lead 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
contract. For example, if that probability is 80%, this column displays
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 lists 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 is 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,
Customer 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.
|
| Owner Number
|
This column displays the identifier of the activity owner.
|
| Owner Name
|
This column displays the name of the activity owner.
|
| Owner Address Description
|
This column displays the description of the activity owner's address (for example,
Company Headquarters,
Main Office, or
Northeast Office).
|
| Owner Concatenated Address
|
This column displays the activity owner's primary street address, city, state, and ZIP code. The report shows this information in a single column.
|
| Service Profile Code
|
If Fee Estimate is enabled in
, this column displays the code for the service profile that is associated with the opportunity.
|
| Service Profile Description
|
If Fee Estimate is enabled in
, this column displays the description for the service profile that is associated with the opportunity.
|
|
ContractBD ManagerPrincipal
|
This column displays the name of the
BD manager for the
contract associated with the opportunity.
|
|
Contract -
Capture Manager Name
|
This column displays the name of the
capture manager for the
contract associated with the opportunity.
|
|
Contract
Executive Lead Name
|
This column displays the name of the
executive lead for the
contract associated with the opportunity.
|
|
Contract Responsibility
|
This column displays the level of responsibility your firm has for the
contract associated with the opportunity (for example,
Prime,
Joint Venture, or
Consultant).
|
|
Contract Type
|
This column displays the
contract type for the
contract associated with the opportunity (for example,
Environmental or
Aviation).
|
| Contract Start Date
|
This column displays the start date of the
contract associated with the opportunity.
|
|
Contract Est Completion Date
|
This column displays the estimated completion date of the
contract associated with the opportunity.
|
|
Contract Actual Completion Date
|
This column displays the actual completion date of the
contract associated with the opportunity.
|
|
Contract Total
Contract Cost
|
This column displays the total cost of the
contract associated with the opportunity. This field is also used in the SF255 Item 8e, which asks for "total construction cost of completed projects (or, where no construction was involved, the approximate cost of your work)."
|
|
Contract Firm Cost
|
This column displays the portion of the
contract cost for which your firm is responsible.
|
| Promo.
Contract
BD Manager Name
|
If the
contract associated with the opportunity is a promotional
contract, this column displays the name of the
BD manager.
|
| Promo.
Contract
Capture Manager Name
|
If the
contract associated with the opportunity is a promotional
contract, this column displays the name of the
capture manager.
|
| Promo.
Contract
Executive Lead Name
|
If the
contract associated with the opportunity is a promotional
contract, this column displays the name of the
executive lead.
|
| Promo.
Contract Responsibility
|
If the
contractassociated with the opportunity is a promotional
contract, this column displays the level of responsibility your firm has for the
contract (for example,
Prime,
Joint Venture, or
Consultant).
|
| Promo.
Contract Type
|
If the
contract associated with the opportunity is a promotional
contract, this column displays the
contract type (for example,
Environmental or
Aviation).
|
| Promo.
Contract Start Date
|
If the
contract associated with the opportunity is a promotional
contract, this column displays the
contract's start date.
|
| Promo.
Contract Est Completion Date
|
If the
contract associated with the opportunity is a promotional
contract, this column displays the estimated completion date.
|
| Promo.
Contract Actual Completion Date
|
If the
contract associated with the opportunity is a promotional
contract, this column displays the actual completion date for the
contract.
|
| Promo.
Contract Total
Contract Cost
|
I If the
contract associated with the opportunity is a promotional
contract, this column displays the total
contract cost.
|
| Promo.
Contract Firm Cost
|
If the
contract associated with the opportunity is a promotional
contract, this column displays the portion of the
contract cost for which your firm is responsible.
|
| Proposal Manager
|
This column displays the employee in your
team who has primary responsibility for submitting the proposal related to the opportunity.
|
| 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 -
Customer Contact
|
This column displays the name of the
customer contact associated with the activity.
|
| Activities -
Customer Contact Bus. Phone
|
This column displays the
customer contact's work telephone number.
|
| Activities -
Vendor/Partner
|
This column displays the name of the
vendor/partner associated with the activity.
|
| Activities -
Vendor/Partner Contact
|
This column displays the name of the
vendor/partner contact associated with the activity.
|
| Activities -
Vendor/Partner Contact Bus. Phone
|
This column displays the
vendor/partner contact's work telephone number.
|
| Activities -
Contract
|
This column displays the name of the
contract 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.
|
| Customers - Name
|
This column displays the name of the
customer associated with the opportunity.
|
|
Customers - Role
|
This column displays the
customer's role in the opportunity (for example,
Owner,
Developer, or
Partner).
|
|
Customers - Role Description
|
This column displays additional information about the
customer's role in the opportunity.
|
|
Customers - Type
|
This column displays the type of
customer (for example,
Commercial,
Government, or
Non-Profit).
|
| Customers - Status
|
This column displays the current status of your relationship with the
customer:
Active,
Dormant, or
Inactive.
|
|
Customers - Address
|
This column displays the street address, city, state, and ZIP code of the
customer.
|
|
Customers - Address Description
|
This column displays the description of the
customer's address.
|
| Contacts - Name
|
This column displays the name of the contact associated with the opportunity using the format
Last Name, First Name.
|
| Contacts -
Customer
|
This column displays the name of the
customer associated with the contact.
|
| Contacts - Role
|
This column displays the contact's role in the opportunity (for example,
Owner or
Capture Manager).
|
| Contacts - Role Description
|
This column displays the contact's role in the opportunity (for example,
Owner or
Capture Manager).
|
| Contacts -Title
|
This column displays the contact's title (for example,
Director,
Capture Manager, or
CEO).
|
| Contacts - Business Phone
|
This column displays the contact's business telephone number.
|
| Contacts - Mobile Phone
|
This column displays the contact's cellular telephone number.
|
| Contacts - Business Fax
|
This column displays the contact's business fax number.
|
| Contacts - Pager
|
This column displays the contact's pager number.
|
| Contacts - E-mail
|
This column displays the contact's email address.
|
| 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 associated with the opportunity.
|
| Marketing Campaigns - Number
|
This column displays the identifier for the marketing campaign associated with the opportunity.
|
|
Contract Codes -
Contract Code
|
This column displays the
contract code associated with the opportunity.
Contract codes enable you to identify the types work or stages of work you expect to perform and to enter estimated fees for each one.
|
|
Contract Codes - Description
|
This column displays the description of the
contract code.
|
|
Contract Codes - Fee
|
This column displays the estimated fee for the work that the
contract code represents.
|
|
Contract Codes - SF330
|
This column displays the SF330 code for the
contract code.
|
| Proposals - Name
|
This column displays the name of the proposal.
|
| Proposals - Number
|
This column displays the proposal identifier.
|
| Proposals - Type
|
This column displays the proposal type (for example,
Draft Proposal, or
Technical Proposal).
|
| Proposals -
Team
|
If you use
teams in
GovWin Capture Management, this column displays the
team 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,
customer 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.
|
| Proposals - Linked SF330
|
If you have created an SF330 proposal, this column displays the name of the SF330 proposal linked to the opportunity.
|
| Proposals - Notes
|
This column displays the text entered on the Notes tab of the Proposal Detail dialog box. That dialog box opens when you insert a proposal on the Proposals tab of the Opportunity Info Center.
|
|
Vendor/Partners - Name
|
This column displays the name of the
vendor/partner or consultant working on the opportunity.
|
|
Vendor/Partners - Role
|
This column displays the
vendor/partner's role in the opportunity (for example,
Surveying,
Printing, or
Security).
|
|
Vendor/Partners - Role Description
|
This column displays an additional description of the
vendor/partner's role on the opportunity.
|
|
Vendor/Partners - Address Description
|
This column displays the description of the
vendor/partner's address (for example,
Company Headquarters or
Distribution Center).
|
|
Vendor/Partners - Address1
|
This column displays the
vendor/partner's primary street address.
|
|
Vendor/Partners - City
|
This column displays the city from the
vendor/partner's address.
|
| Vendor/Partners - State
|
This column displays the state from the
vendor/partner's address.
|
|
Vendor/Partners - ZIP
|
This column displays the ZIP code from the
vendor/partner's address.
|
| Master Contract
|
This column displays the master contract that is associated with the opportunity.
|
| Duration
|
This column displays the total expected duration of the contract (for example, 1 year base plus 4 x 1 year option).
|
| 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
|
