Tips for Working with Opportunity Reports | Salesforce
Tips for Working with Opportunity Reports
Opportunity reports can include all opportunity fields plus some extra columns for additional detail.
Available in: both Salesforce Classic and Lightning Experience
Available in: Professional, Enterprise, Performance, Unlimited, and Developer Editions
You can use the following columns to provide additional detail:
Age—For an open opportunity, the number of days since the opportunity was created. For a closed opportunity, the number of days between the creation date and the closed date.
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.
If your organization uses Forecasts or Customizable Forecasts, you'll see forecast report options paired with opportunity report options in the standard reports folders and the custom reports wizard. Opportunities owned by users who do not have a role in your organization's hierarchy are omitted from opportunity, forecast, and sales reports. This restriction does not apply to Personal or Group Edition organizations, which do not have a role hierarchy. For reports that include the Partner column (except for the Partner Opportunities report), only the primary partner of the opportunity is displayed.
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.
If your organization uses territory management, the Hierarchy filter on opportunity reports lets you view data according to either the role or territory hierarchies. In addition, the Territories filter lets you display either opportunities from all territories or opportunities that lack an associated territory.
You can include the Primary Campaign Source field on all standard opportunity reports. This field is controlled by field-level security.
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.
If your organization uses territory management, the effect of this option depends on the value of the Hierarchy filter above. If you select Role, you see your opportunities and opportunities owned by all of your subordinates in the role hierarchy. If you select Territory, you see opportunities that you own and any opportunities owned by your territories' descendants.
My team's team-selling and their opportunities—For users who report to you in the role hierarchy, shows opportunities they own or for which they are on the opportunity team.
My territories—For organizations that use territory management, this option shows opportunities that belong to the territories to which you are assigned.
All opportunities—Shows all opportunities you can view.