List of opportunities report (v1)
Center managers can use this report to view the list of opportunities that need follow-up and estimate the expected revenue for their center.
Column | Description |
Center | Center name |
# | Opportunity number |
Title | Opportunity title |
Sales Owner | Sales owner for the center |
Guest | Guest name on the opportunity |
Guest Code | Unique code that identifies the guest |
Mobile | Mobile number of the guest |
Status | Opportunity sales status |
Follow Up Date | Date when the sales owner must follow up with the guest |
Expected Close Date | Date on which the sales owner expects the opportunity to be closed and converted into an actual sale |
Offered Price | Price offered by the sales owner after applying discount on the list price of the service or product |
Optional Text 1, Optional Text 2, Optional Text 3 | Additional information entered while creating the opportunity |