Opportunities Reports

View standard information about your opportunities, including owners, accounts, stages, amounts, and more. The default settings show you the most commonly used information from each object, but you can customize the report to view other information, such as primary campaign source, forecast category, and synced quote.

Note Click Show Hierarchy to see your org’s role hierarchy above the report results. You can use the role hierarchy to share report data with people at different levels in the hierarchy. For example, if you see CEO > VP of Global Sales > Sales Operations Director, you’re viewing data for the Sales Operations Director role. Click any role name to see and share the data that’s visible to people in that role.

The default settings for this report are

Format

Tabular

Selected Columns

Object Information Type	Columns
Opportunity Information	Opportunity Name Amount Close Date Stage Age Type Probability (%) Lead Source Fiscal Period Next Step Created Date
Opportunity Owner Information	Opportunity Owner Owner Role
Account Information	Account Name