Opportunity Summary Columns
Use the Columns tab to select or clear columns, change column sequence, provide new column labels, set column widths, or select number and date formats.
This report can contain two types of sections:
- Default sections — You select the default sections in Report Sections to Include on the General tab. Each default section contains a pre-defined set of columns. You do not select the columns for the default sections. The table below provides descriptions of the columns in the default sections.
- User-defined sections — If you set up user-defined sections for this report, use the Columns tab to select the columns for each of those sections and specify column attributes. The columns available for user-defined columns are the same as those available for the Opportunity List. Refer to the help topics for the Opportunity List for descriptions of the columns that you can select for user-defined columns.
You can include both default sections and user-defined sections on the same report.
Contents
| Column | 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. |
| 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 - 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 - Client | This column displays the name of the client associated with the activity. |
| Activities - Contact | This column displays the name of the contact associated with the activity. |
| 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. |
Parent Topic: Opportunity Summary