Opportunity Forecast Columns Tab

Use the Columns tab to select the columns to display on the Opportunity Forecast report, change column sequence, provide new column labels, set column widths, or select number and date formats.

Grid Type Columns

Most available columns display data from the Opportunity Info Center. In addition, you can use this tab to include columns that contain associated data. These are called "grid columns."

The list of columns in this topic includes all available grid columns. However, the grid columns that actually display on the Columns tab vary based on your selection in Grid Type on the General tab of the Options dialog box. The grid column labels begin with the grid type. For example, each of the Contact grid column labels begins with Contacts - (Contacts - Name, Contacts - Title, and so on).

Contents

The following are the columns listed in the Column Name field in the grid on the Columns tab that you can add to the Opportunity Forecast report.

Field	Description
Opportunity Name	This column displays the name of the opportunity.
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.
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.
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.
Closed Reason	This is a drop-down list that displays 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 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.
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.
Opportunity Currency Code	This column displays the currency code specified in the Opportunity Info Center.
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 - 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 - 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.
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 - Role Description	This column displays additional information about the client's role in the opportunity.
Clients - Type	This column displays the type of client (for example, Commercial, Government, or Non-Profit).
Clients - Status	This column displays the current status of your relationship with the client (for example, Active, Dormant, or Inactive).
Clients - Address	This column displays the street address, city, state, and zip code of the client. It also displays a description of the address (for example, Company Headquarters or Northeast Sales Office).
Clients - Address Description	This column displays the description of the client's address.
Contacts - Name	This column displays the name of the contact associated with the opportunity.
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.
Contacts - Role Description	This column displays the contact's role in the opportunity (for example, Owner or Project Manager).
Contacts - Title	This column displays the contact's title (for example, Director, Project Manager, or CEO).
Contacts - Phone	This column displays the contact's business telephone number.
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 Yes/No column indicates whether or not the file is a graphic file.
Marketing Campaigns - Name	This column displays the name of the marketing campaign.
Marketing Campaigns - Number	This column displays the numeric identifier for the marketing campaign.
Project Codes - Project Code	This column displays the project code associated with the opportunity. Project codes enable you to identify the types work or stages of work you expect to perform and to enter estimated fees for each one.
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.
Project Codes - SF330	This column displays the SF330 code associated with the project code.
Proposals - Name	This column displays the name of the proposal.
Proposals - Number	This column displays the proposal's identifier.
Proposals - Type	This column displays the proposal type (for example, Draft Proposal or Technical Proposal).
Proposals - Organization	If you use organizations in Vision, this column displays the organization 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, Client 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.
Vendors - Name	This column displays the name of the vendor or consultant working on the opportunity.
Vendors - Role	This column displays the vendor's role on the opportunity (for example, Surveying, Printing, or Security).
Vendors - Role Description	This column displays an additional description of the vendor's role on the opportunity.
Vendors - Address Description	This column displays the description of the vendor's address (for example, Company Headquarters or Distribution Center).
Vendors - Address1	This column displays the vendor's primary street address.
Vendors - City	This column displays the city from the vendors address.
Vendors - State	This column displays the state from the vendor's address.
Vendors - ZIP	This column displays the ZIP code from the vendor's address.
Master Contract	This column displays the master contract that is associated with the opportunity.
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