How to use the Opportunities report

The VOGSY Opportunities report offers a detailed, real-time overview of your sales pipeline. It enables sales and leadership teams to forecast future revenue, track potential projects, and allocate resources effectively. This report gives you the insights needed to drive data-informed decisions and accelerate ... business growth.

• Account manager

  The name of the employee in your company responsible for managing the opportunity.

• Organization

  The name of the organization seeking your services.

• Contact

  The name of the person at the organization to contact regarding the opportunity.

• Opportunity name

  The name of the opportunity.

• Market segment organization

  The industry of the organization

• Source

  The source of the lead for the opportunity.

• Date of the opportunity

  The date the opportunity was created in VOGSY.

• Expected order date

  The estimated date by which the client is expected to confirm the project.

• Expected start date

  The estimated date the project derived from this opportunity is expected to begin.

• Expected finish date

  The estimated end date of the project related to the opportunity.

• Department

  The name of your company's department responsible for the opportunity.

• Stage

  The current sales stage of the opportunity.

• Status since

  The date when the opportunity last moved into its current status.

• Opportunity type

  The type of opportunity.

• Sales probability %

  The estimated likelihood (in percentage) of winning the opportunity.

• Revenue

  The actual order value of the opportunity.

• Recurring revenue

  The recurring revenue for this opportunity.

• Weighed revenue

  This equals the revenue of the opportunity multiplied by the sales probability.

• Weighted recurring revenue

  This equals the revenue of the opportunity multiplied by the sales probability.

• Project name

  The name of the project linked to this opportunity.

• Source opportunity

  Indicates where the opportunity originated.

• Labels opportunity

  The associated labels for the opportunity.

• Labels organization

  The associated labels for the organization.