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.
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