The Opportunities report includes opportunities that have synced from Salesforce or were manually created or imported. Statistics include the created date and time, value, probability percentage, stage, and status. Access the report at Reports | Opportunities.
Required Editions
| Available in: All Account Engagement Editions |
To access the report, select Reports (Account Engagement Reports in the Lightning app), and then Opportunities.
| Metric | Definition |
|---|---|
| Name | Internal reference to the opportunity. Name is commonly the prospect’s company. |
| Campaign | The marketing initiative that the ROI is attributed to when the deal is won. For opportunities synced from Salesforce, the campaign is set to the campaign of the first prospect associated with the opportunity. For opportunities created by a user, manually or via import, the user selects the campaign. |
| Created | The date and time that the opportunity was created. |
| Value | The monetary amount for the opportunity if it becomes a sale. |
| Probability % | The probability percentage that the deal closes. Your sales team can have predefined percentages for deal stages. |
| Stage | Note field for the last activity for the opportunity. |
| Type | Information about the deal. For example, details about what the purchase includes. |
| Status | The status of the opportunity: open, won, or lost. |