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Tips for Working with Opportunity Reports
Opportunity reports can include all opportunity fields plus some extra columns for more detail.
- You can use the following columns to provide more detail:
- Age—Age counts the number of days passed between opportunity open date and close date. On a given day, it's possible for opportunity A to have been closed for 0:00 - 23:59 hours (which appears as 0) and opportunity B to have been closed for 24:00 hours or more (which appears as 1).
- Stage Duration—The number of days the opportunity was in the stage listed in the Stage column. You can run the Opportunity Stage Duration report to see how much time an opportunity spent at different stages.
- Last Activity—The most recent due date of an activity on the opportunity record, including any opportunity event or closed task.
- Not all Opportunity Product fields are available in report filters. For example, the
Product Family field is not available in Opportunity Product report
filters because it is related to that object through the Pricebook Entry object. To make
the Product Family field available in Opportunity Product report
filters—for cross-sell or upsell reporting—create a custom formula field to
store its contents and use that formula field in your filter. From the object management
settings for opportunities, go to the fields area, then create a custom field of type
Formula, making sure to use Text for your formula return type and
TEXT(PricebookEntry.Product2.Family)for your formula. - In Professional, Enterprise, Unlimited, Performance, and Developer edition organizations, the Hierarchy links let you browse report results based on the role or territory hierarchies.
- You can include the Primary Campaign Source field on all standard opportunity reports. This field is controlled by field-level security.
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Use the View filter to limit your opportunity report results.
View options vary depending on your organization's Edition and setup.
- My opportunities—Shows only your opportunities.
- My team-selling opportunities—Shows opportunities for which you are on the opportunity team.
- My team-selling and my opportunities—Shows your opportunities and opportunities for which you are on the opportunity team.
- My team’s opportunities—Shows your opportunities and opportunities owned by all of your subordinates in the role hierarchy.
- My team’s team-selling and their opportunities—For users who report to you in the role hierarchy, this shows opportunities that they own or for which they are on the opportunity team.
- My territories—For organizations that use Enterprise Territory Management, this option shows opportunities that belong to the territories to which you are assigned.
- My territories’ opportunities—For organizations that use Enterprise Territory Management, this option shows opportunities that belong to the territories to which you are assigned.
- My territory team’s opportunities—For organizations that use Enterprise Territory Management, this option shows opportunities that belong to the territories to which you are assigned and their child territories.
- All opportunities—Shows all opportunities that you can view.
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