Standard Opportunity Reports

Standard opportunity reports help you report on your opportunity pipeline and history, opportunity sources, opportunity types, and more.

1. In the Folders pane on the Reports tab, select Opportunity Reports.
2. Click the report you want.

   Report Name	Description
   Closed Opportunities	Won opportunities
   Opportunities by Type	Types of available opportunities.
   Opportunity Field History	Field history on opportunities. Available only if your organization tracks this information.
   Opportunities with Opportunity and Product Splits	Opportunities with opportunity split rollups and product split details for opportunity team members. Custom fields are included for Opportunity Line Item Split records, but not for Opportunity Split records. The Split Owner Team Role field is available only for Opportunity Split records.
   Opportunity History	Status changes on opportunities. Available only if your organization tracks this information.
   Opportunity Pipeline Trend	A historical snapshot of your opportunities; opportunity amounts are grouped by historical stage for specified months. This report is available in Professional, Enterprise, Unlimited, Performance, and Developer Edition organizations only.
   Opportunity Pipeline	Opportunities by stage.
   Opportunity Pipeline with Splits	Opportunities summarized by split information such as assigned user and percentage.
   Opportunity Product	Opportunities by month and product.
   Opportunity Product Report with Splits	Split assignments and percentages for each product. You can also summarize information by these fields: Split Total Price–Split percentage multiplied by Total Price. Split Expected Product Amount–Split Total Price multiplied by Probability.
   Opportunity Product Schedules with Opportunity and Product Splits	Opportunity splits by month, including opportunity rollup split percentages and product split percentages for opportunity team members. To access this report, product schedules must be enabled for your organization. Custom fields are included for Opportunity Line Item Split records, but not for Opportunity Split records. The Split Owner Team Role field is available only for Opportunity Split records.
   Opportunity Schedule Report with Splits	Opportunities by month, including split percentages for the opportunity team. To access this report, product scheduling must be enabled for your organization. You can also summarize information by these fields: Split Total Price–Split percentage multiplied by Total Price. Split Schedule Amount–Split percentage multiplied by Schedule Amount. Split Expected Product Amount–Split Total Price multiplied by Probability. Split Expected Schedule Amount–Split Schedule Amount multiplied by Probability.
   Opportunity Sources	Sources of your opportunities.
   Opportunity Stage Duration	Duration of an opportunity at each stage.
   Opportunity Teams	Information about opportunities and opportunity teams to which you belong.
   Partner Opportunities	All partners associated with an opportunity or the primary partners only. To limit your results to primary partners, customize the report and enter Primary equals True on the criteria page of the report wizard.
   Stuck Opportunities	Open opportunities grouped by stage and then sorted by age.

3. Run the report.