How to use the Opportunity Bookings report
VOGSY's "Opportunity Bookings" report in VOGSY is an essential tool for professional services firms to track sales pipeline health and forecast future revenue.
It lists all opportunities with future demand for services and skills in a specific timeframe and displays whether this demand is already booked with resources.
Column descriptions
Organization
The organization associated with the opportunity.
Opportunity name
The short name of the opportunity.
Account manager
The account manager for this opportunity.
Contact Date of the opportunity
The date the opportunity started
Expected start date
The anticipated start date for the project.
Expected finish date
The projected end date for the project.
Department
The department that owns the opportunity
Stage
The current stage of the opportunity
Opportunity type
The different opportunity types that can be distinguished
Sales probability %
The sales probability in percentages for this opportunity.
Revenue
The value of the one-time revenue.
Recurring revenue
The value of the recurring revenue.
Weighed revenue
The revenue is calculated against the probability percentage.
Weighted recurring revenue
The recurring revenue is calculated against the probability percentage.
Labels opportunity
Labels organization
Activity
The demanded service(s) in this opportunity.
Seniorities
The demanded seniorities.
Skill
The specific skill(s) required.
Skill level
The desired level of expertise for the required skill(s).
Demand (FTE)
The demand for a specific number of FTEs
Booked (FTE)
The number of FTEs that are already booked with resources.
Not booked (FTE)
The number of FTEs that are not yet booked.