Standard Opportunity Reports
- In the Folders pane on the Reportstab, select Opportunity Reports.
- Click the report you want.Report NameDescriptionClosed OpportunitiesWon opportunitiesOpportunities by TypeTypes of available opportunities.Opportunity Field HistoryField history on opportunities. Available only if your organizationtracks this information.Opportunity HistoryStatus changes on opportunities. Available only if your organizationtracks this information.Opportunity Pipeline TrendA historical snapshot of your opportunities; opportunity amountsare grouped by historical stage for specified months. This reportis available in Professional, Enterprise, Unlimited, Performance, and DeveloperEdition organizations only.Opportunity PipelineOpportunities by stage.Opportunity Pipeline with SplitsOpportunities summarized by split information such as assigneduser and percentage.Opportunity ProductOpportunities by month and product.Opportunity Product Report with SplitsSplit assignments and percentages for each product. You canalso summarize information by these fields:Split Total Price–Split percentagemultiplied by Total Price.Split Expected Product Amount–SplitTotal Price multiplied by Probability.Opportunity Schedule Report with SplitsOpportunities by month, including split percentages for theopportunity team. To access this report, product scheduling must beenabled for your organization.You can also summarize informationby these fields:Split Total Price–Split percentagemultiplied by Total Price.Split Schedule Amount–Split percentagemultiplied by Schedule Amount.Split Expected Product Amount–SplitTotal Price multiplied by Probability.Split Expected Schedule Amount–SplitSchedule Amount multiplied by Probability.Opportunity SourcesSources of your opportunities.Opportunity Stage DurationDuration of an opportunity at each stage.Opportunity TeamsInformation about opportunities and opportunity teams to whichyou belong.Partner OpportunitiesAll partners associated with an opportunity or the primarypartners only. To limit your results to primary partners, customizethe report and enter Primary equals True onthe criteria page of the report wizard.Stuck OpportunitiesOpen opportunities grouped by stage and then sorted by age.
- Split Total Price–Split percentagemultiplied by Total Price.
- Split Expected Product Amount–SplitTotal Price multiplied by Probability.
- Split Total Price–Split percentagemultiplied by Total Price.
- Split Schedule Amount–Split percentagemultiplied by Schedule Amount.
- Split Expected Product Amount–SplitTotal Price multiplied by Probability.
- Split Expected Schedule Amount–SplitSchedule Amount multiplied by Probability.
- Run the report.