Opportunity Export

Use the Opportunity Export report to download opportunity data to a Microsoft Excel spreadsheet file or other file format.

Contents

Column	Description
Opportunity Name	This column displays the name of the opportunity.
Number	This column displays the opportunity identifier.
Organization	If you use organizations in Vision, 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 Vision, 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.
Project Number	If you created a project record from the opportunity record, this column displays the project number.
Project Name	If you created a project record from the opportunity record, this column displays the project name.
Promotional Project Number	If you created a promotional project to track and bill charges for proposal generation, this column displays the promotional project number.
Promotional Project Name	If you created a promotional project to track and bill charges for proposal generation, this column displays the promotional project number.
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.
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).
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.
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.

Column	Description
Opportunity Name	This column displays the name of the opportunity.
Number	This column displays the opportunity identifier.
Organization	If you use organizations in Vision, this column displays the identifier for the organization in your company that is responsible for pursuing the opportunity.
Organization Name	If you use organizations in Vision, this column displays the name of the organization in your company 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.
Contract Number	If you created a contract record from the opportunity record, this column displays the contract number.
Contract Name	If you created a contract record from the opportunity record, this column displays the contract name.
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 that 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 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.
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).
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, 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.
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.