Opportunity Forecast Columns Tab

Use the Columns tab to select the columns to display on the Opportunity Forecast report, change column sequence, provide new column labels, set column widths, or select number and date formats.

Grid Type Columns

Most available columns display data from the Opportunity Info Center. In addition, you can use this tab to include columns that contain associated data. These are called "grid columns."

The list of columns in this topic includes all available grid columns. However, the grid columns that actually display on the Columns tab vary based on your selection in Grid Type on the General tab of the Options dialog box. The grid column labels begin with the grid type. For example, each of the Contact grid column labels begins with Contacts - (Contacts - Name, Contacts - Title, and so on).

Contents

The following are the columns listed in the Column Name field in the grid on the Columns tab that you can add to the Opportunity Forecast report.

Field Description
Opportunity Name This column displays the name of the opportunity.
Opportunity Number This column displays the opportunity identifier.
Organization If you use organizations in Ajera CRM, this column displays the identifier for the organization in your firm that is responsible for pursuing the opportunity.
Organization Name If you use organizations in Ajera CRM, this column displays the name of the organization in your firm that is responsible for pursuing the opportunity.
Primary Client This column displays the name of the primary client associated with the opportunity.
Primary Contact Name This column displays the name of the primary contact associated with the opportunity.
Row Count This column displays the total number of detail lines for each group, based on the sorting and grouping selections on the Sorting/Grouping tab. If the report groups data at more than one level, this column displays row counts for all grouping levels.
Project Manager Name This column displays the name of the employee serving as project manager for the opportunity.
Principal Name This column displays the name of the principal responsible for the opportunity.
Supervisor Name This column displays the name of the employee serving as supervisor for the opportunity.
Est. Revenue This column displays the estimated revenue you expect to earn from the opportunity.
Probability This column displays the probability that the opportunity will become a project. For example, if that probability is 80%, this column contains 80.
Weighted Revenue This column displays the weighted revenue for the opportunity: Estimated revenue x Probability / 100.
Date Opened This column displays the date on which you identified the opportunity and began pursuing the job.
Closed Reason This is a drop-down list that displays pre-defined reasons why the opportunity closed. The options in the list are defined in the code tables found in Configuration.
Date Closed This column displays the date on which you closed the opportunity (for example, the date you stopped pursuing the opportunity or the date you were awarded the job).
Closed Notes This is a memo field that you can use to fill in any description that relates to the closing of the opportunity.
Days Open This column displays the number of days the opportunity has been open. For a closed opportunity, this column displays the number of days from the date it was opened to the date it was closed.
Stage This column displays the current stage of the opportunity (for example, Pending, Proposal, Submitted, or Awarded).
Type This column displays the type of the opportunity (for example, Educational, Municipal, or Medical).
Source This column displays the source of the opportunity (for example, Client Referral, Consultant Job, or Marketing Campaign).
Status This column displays the current status of the opportunity: Active or Inactive.
Est. Start Date This column displays the date you expect to begin work if you are awarded the contract.
Est. Compl. Date This column displays the date you expect to complete the work if you are awarded the contract.
Address 1-3 This column displays the opportunity mailing address information (street name and number, suite number, post office box number).
City This column displays the city from the opportunity address.
State This column displays the two-character abbreviation for the state from the opportunity address.
ZIP This column displays the zip code from the opportunity address.
Country This column displays the country from the opportunity address.
County This column displays the county in which the opportunity is located.
Create User This column displays the user ID of the person who created the opportunity record in the Opportunity Info Center.
Create Date This column displays the date on which the opportunity record was created.
Modify User This column displays the user ID of the person who most recently modified the opportunity record.
Modify Date This column displays the date on which the opportunity record was most recently modified.
Description This column displays the description of the opportunity.
Opportunity Currency Code This column displays the currency code specified in the Opportunity Info Center.
Activities - Completed The activity can be Pending or Completed.
Activities - Type This column displays the activity type (for example, Phone Call, Meeting, or Email).
Activities - Subject This column displays a brief description of the activity (for example, Initial Consultation, Planning Meeting, Customer Lunch, or Follow-up Visit).
Activities - Start Date This column displays the date and time that the activity is scheduled to begin.
Activities - Priority This column displays the priority ranking that indicates the relative importance of individual activities: High, Medium, or Low.
Activities - Owner This column displays the name of the employee who is responsible for the activity.
Activities - Client Contact This column displays the name of the client contact associated with the activity.
Activities - Client Contact Bus. Phone This column displays the client contact's work telephone number.
Activities - Vendor This column displays the name of the vendor associated with the activity.
Activities - Vendor Contact This column displays the name of the vendor contact associated with the activity.
Activities - Vendor Contact Bus. Phone This column displays the vendor contact's work telephone number.
Activities - Project This column displays the name of the project associated with the activity.
Activities - Marketing Campaign This column displays the identifier of the marketing campaign associated with the activity.
Activities - Lead This column displays the lead associated with the activity.
Activities - Location This column displays the location where the activity occurred or will occur.
Activities - Notes This column displays additional text that describes the activity.
Clients - Name This column displays the name of the client associated with the opportunity.
Clients - Role This column displays the client's role in the opportunity (for example, Owner, Developer, or Partner).
Clients - Role Description This column displays additional information about the client's role in the opportunity.
Clients - Type This column displays the type of client (for example, Commercial, Government, or Non-Profit).
Clients - Status This column displays the current status of your relationship with the client (for example, Active, Dormant, or Inactive).
Clients - Address This column displays the street address, city, state, and zip code of the client. It also displays a description of the address (for example, Company Headquarters or Northeast Sales Office).
Clients - Address Description This column displays the description of the client's address.
Contacts - Name This column displays the name of the contact associated with the opportunity.
Contacts - Client This column displays the name of the client associated with the contact.
Contacts - Role This column displays the contact's role in the opportunity.
Contacts - Role Description This column displays the contact's role in the opportunity (for example, Owner or Project Manager).
Contacts - Title This column displays the contact's title (for example, Director, Project Manager, or CEO).
Contacts - Phone This column displays the contact's business telephone number.
Contacts - Address1 This column displays the contact's street address.
Contacts - City This column displays the city from the contact's address.
Contacts - State This column displays the state from the contact's address.
Contacts - ZIP This column displays the ZIP code from the contact's address.
Employees - Name This column displays the name of the employee associated with the opportunity.
Employees - Role This column displays the employee's role in the opportunity (for example, Lead Architect or Structural Engineer).
Employees - Role Description This column displays an additional description of the employee's role in the opportunity.
Employees -Title This column displays the title of the employee associated with the opportunity (for example, Architect, Engineer, or Designer).
Links - Description
Links - File Path This column contains one of the following:
  • The address (URL) for a Web site, intranet site, file transfer (FTP) site, and so on. If you preview the report, you can click the link to go to that address.
Links - Graphic
Marketing Campaigns - Name This column displays the name of the marketing campaign.
Marketing Campaigns - Number This column displays the numeric identifier for the marketing campaign.
Project Codes - Project Code This column displays the project code associated with the opportunity.

Project codes enable you to identify the types work or stages of work you expect to perform and to enter estimated fees for each one.

Project Codes - Description This column displays the description of the project code.
Project Codes - Fee This column displays the estimated fee for the work that the project code represents.
Project Codes - SF330 This column displays the SF330 code associated with the project code.
Proposals - Name This column displays the name of the proposal.
Proposals - Number This column displays the proposal's identifier.
Proposals - Type This column displays the proposal type (for example, Draft Proposal or Technical Proposal).
Proposals - Organization If you use organizations in Ajera CRM, this column displays the organization in your firm that is responsible for producing the proposal.
Proposals - Responsible Person This column displays the name of the employee responsible for producing the proposal.
Proposals - Status This column displays the status of the proposal (for example, Pending, Won, Lost, Go/No Go, or Delayed).
Proposals - Source This column displays the proposal source (for example, Client Referral, Consultant Job, or Marketing Campaign).
Proposals - Date Advertised This column displays the date on which the request for proposal was published.
Proposals - Due Date This column displays the date by which you must submit the proposal.
Proposals - Submittal Date This column displays the actual date on which you submitted the proposal or expect to submit it.
Proposals - Award Date This column displays the date on which your firm was awarded the contract for the proposed job.
Proposals - Fee This column displays the fee associated with the proposal.
Proposals - Linked Proposal If you have created a proposal, this column displays the name of the proposal linked to the opportunity.
Proposals - Linked SF255 If you have created an SF255 proposal, this column displays the name of the SF255 proposal linked to the opportunity.
Vendors - Name This column displays the name of the vendor or consultant working on the opportunity.
Vendors - Role This column displays the vendor's role on the opportunity (for example, Surveying, Printing, or Security).
Vendors - Role Description This column displays an additional description of the vendor's role on the opportunity.
Vendors - Address Description This column displays the description of the vendor's address (for example, Company Headquarters or Distribution Center).
Vendors - Address1 This column displays the vendor's primary street address.
Vendors - City This column displays the city from the vendors address.
Vendors - State This column displays the state from the vendor's address.
Vendors - ZIP This column displays the ZIP code from the vendor's address.
Master Contract This column displays the master contract that is associated with the opportunity.
Competition Columns If you selected Competition in the Grid Type field on the General tab of the Options dialog box for this report, the following competition fields from the Competition tab in the Opportunities Info Center display in the Column Name field on the Columns tab. Select a column to add it to the report.
  • Competition - Incumbent
  • Competition - Name
  • Competition - Notes
  • Competition - Strengths
  • Competition - Weaknesses