The Opportunities report
This report lists all of the opportunities that have ever been created in VOGSY.
Column descriptions
- Account manager
-
The name of the employee within your company who is responsible for overseeing the opportunity.
- Organization
-
The name of the company from whom you are seeking the opportunity.
- Contact
-
The name of the person at the organization to contact regarding the opportunity.
- Opportunity name
-
The name of the opportunity.
- Market segment organization
-
The industry of the organization
- Source
-
The source of the lead for the opportunity.
- Date of the opportunity
-
The date that you created the opportunity in VOGSY.
- Expected order date
-
The estimated date for when the customer will agree to give you the project.
- Expected start date
-
The estimated date for when the project derived from the opportunity should begin.
- Expected finish date
-
The estimated date for when the project derived from the opportunity should be completed.
- Department
-
The name of the department within your company that is responsible for overseeing the opportunity.
- Stage
-
The current sales stage of the opportunity.
- Status since
-
The last that the status of the opportunity was set
- Opportunity type
-
The type of opportunity: new business or existing customer.
- Sales probability %
-
The chance of winning the opportunity.
- Revenue
-
The actual order value of the opportunity.
- Weighed revenue
-
This equals the revenue of the opportunity multiplied by the sales probability value.
- Project name
-
The name of the project generated from the opportunity after it was won.