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You are currently viewing documentation for version 3.0 which is not a long-term support release. The latest long-term support release is version 2.6

Reports with Opportunities

OroCRM provides three out-of-the-box reports on opportunities:

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Opportunities by Status

Opportunities by Status is a report that allows you to see how many opportunities with a specific status are available in the system, what their total close revenue and budget amount are.

In order to see the report, go to Reports and Segments>Reports>Opportunities> Opportunities By Status.

Opportunities by Status report shows:

  • Status of the opportunities
  • The number of the opportunities with the statuses set for the opportunities in the system
  • Total close revenue of all the opportunities
  • Total budget amount of all the opportunities
  • Total number of opportunities regardless of their status (grand total), their close revenue and budget amount
../../../../_images/opportunities_by_status.png

Won Opportunities by Period

This report helps analyze a process of opportunities won per period.

To see the report, go to Reports and Segments >Reports >Opportunities >Won Opportunities by Period.

Won Opportunities by Period report shows:

  • The period, for which data is shown
  • The number of the opportunities won within this period
  • Total close revenue of all the opportunities won within the period
  • Total number of opportunities won, regardless of the period when they we won (grand total) and their close revenue
../../../../_images/won_opp_by_period.png

Forecast

Forecast report helps estimate the future of sales.

The report shows:

  • Owner name
  • Opportunities in progress
  • Budget forecast
  • Weighted forecast
  • Total forecasted budget for the opportunities per page (page total)
  • Total forecasted budget for all opportunities (grand total)
../../../../_images/forecast.png

Note

New custom reports can be added. For more details on the ways to create and customize reports, see the Reports guide.

Browse maintained versions:3.01.122.02.32.6

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