Field | Description |
Name
|
This column displays the name of the opportunity.
|
Number
|
This column displays the opportunity identifier.
|
Description
|
This column displays the description of the opportunity.
|
Project
|
If you created a
project record from the opportunity record, this column displays the
project number and name.
|
Promotional
Project
|
If you created a promotional
project record from the opportunity record to track and bill charges for proposal generation, this column displays the promotional
project number and name.
|
Project Plan
|
This column displays the number and name of the project plan associated with the opportunity.
|
Client
|
This column displays the name of the primary
client associated with the opportunity.
|
Organization
|
If you use
organizations in
Vision, this column displays the identifier for the
organization that is responsible for pursuing 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 displays
80.
|
Weighted Revenue
|
This column displays the weighted revenue for the opportunity: estimated revenue x probability / 100.
|
Est. Start Date
|
This column displays the date you expect to begin work if you are awarded the contract.
|
Est. Completion Date
|
This column displays the date you expect to complete the work if you are awarded the contract.
|
Type
|
This column displays the type of the opportunity (for example,
Educational,
Municipal, or
Medical).
|
Stage
|
This column displays the current stage of the opportunity (for example,
Pending,
Proposal Submitted, or
Awarded).
|
Source
|
This column displays the source of the opportunity (for example,
Client Referral,
Consultant Job, or
Marketing Campaign).
|
Open Date
|
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.
|
Close Date
|
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.
|
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.
|
Location
|
This column displays the city, state, zip code, and country in which the opportunity is located.
|
Team Grid - Employee
|
This column displays the name of the employee associated with the opportunity.
|
Team Grid - Title (Employee)
|
This column displays the employee's job title or job function.
|
Team Grid - Role (Employee)
|
This column displays the employee's role in the opportunity (for example,
Lead Architect or
Structural Engineer).
|
Team Grid - Role Description (Employee)
|
This column displays additional information about the employee's role in the opportunity.
|
Team Grid - Vendor
|
This column displays the name of the vendor or consultant working on the opportunity.
|
Team Grid - Role (Vendor)
|
This column displays the vendor's role in the opportunity (for example,
Surveying,
Printing, or
Security).
|
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 - Address Description
|
This column displays the street address, city, state, and ZIP code of the
client. It also displays the description of the address (for example,
Company Headquarters or
Northeast Sales Office).
|
Contacts - Contact
|
This column displays the name of the contact associated with the opportunity using the format
Last Name, First Name.
|
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 (for example,
Owner or
Project Manager).
|
Contacts - Phone
|
This column displays the contact's business telephone number.
|
Activities - Completed
|
The activity can be Pending or Completed.
|
Activities - Start Date
|
This column displays the date and time that the activity is scheduled to begin.
|
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 - 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 - 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.
|
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 - Status
|
This column displays the status of the proposal (for example,
Pending,
Won,
Lost,
Go/No Go, or
Delayed).
|
Proposals - Submit Date
|
This column displays the actual date on which you submitted the proposal or expect to submit it.
|
Proposals - Due Date
|
This column displays the date by which you must submit the proposal.
|
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 SF330
|
If you have created an SF330 proposal, this column displays the name of the SF330 proposal linked to the opportunity.
|
Project Codes - Code
|
This column displays the
project code associated with the opportunity.
Project codes enable you to identify the types of work or stages of work that you expect to perform and to enter estimated fees for each one.
|
Project Codes - SF330 Code
|
This column displays the SF330 code for the project code.
|
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.
|
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.
|
Master Contract
|
This column displays the master contract that is associated with the opportunity.
|
Competition Columns
|
If you selected the
Competition check box in the
Report Sections To Include section on the General tab of the Opportunity Summary Options dialog box, 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
|