Description
The Opportunities Report gives you a list of Projects that have a Charge Type of "Opportunity".
Prompt
General
| • | Project Manager - When selected, The report only returns the specified Project Manager. When left blank, all are returned. |
| • | Principal-in-Charge - When selected, The report only returns the specified Principal In Charge. When left blank, all are returned. |
| • | Marketing Contact - When selected, The report only returns the specified Contact. When left blank, all are returned. |
| • | Other Contact - When selected, The report only returns the specified Contact. When left blank, all are returned. |
| • | Active Status - Filters by Project Status. Options are Active, Inactive and Both. |
| • | Invoice Currency - The Type of Currency to be used when running the report. |
Report
Report Columns
| • | Expected Close - The Expected Close Date of the project. Located at Opportunitites> General Tab> Opportunity Dates section. |
| • | Expected Revenue - The Expected Revenue entered on the project. (Opportunitites> General Tab> Opportunity Info section) |
| • | Win Probability - The Win Probability assigned to the Opportunity. (Opportunitites> General Tab> Opportunity Info section) |
| • | Projected Revenue - Expected Revenue X Win Probability |
Sample(s)
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