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. |