This article contains:
Reports: Opportunities - Overview
In most core Zones of Metis, there are two areas:
- the List area
- the Reports area
The List tab is the default view, which is the Opportunities list you'll see in front of you. Click the Reports tab and you'll see:
- A list of default Metis reports relating to opportunities
- Create new opportunity report
- Manage opportunity reports
List of fieldgroups and fieldnames for Opportunities
For a complete list of the fields you can expect to access on the Opportunities Reports page, please refer to the list below. The field names are the data items you'd like to be shown on the report.
You can use Command + F (Mac) or Control + F (Windows) to search this list.
OPPORTUNITIES | ||
|
Fieldgroup Name |
Field Name |
Definition |
| Gross Margin |
Budget Gross Margin |
(For given period) Budget Gross Profit / Budget Revenue - Total |
| Variance (Budget - Target GM) |
(For given period) Budget Gross Margin - Expected Gross Margin Result can be negative. |
|
| Gross Profit Amount |
Budget Gross Profit |
(For given period) Opportunity's Budget Revenue - Total / Opportunity's Budget Costs - Total |
| Budget - Revenue |
Budget Revenue - Total |
(For given period) Sum of Budget Revenue - People/Time + Budget Revenue - Expenses + Budget Revenue - Other |
| Budget Revenue - People/Time |
(For given period) Show Job's Budget Revenue for People/Time |
|
| Budget Revenue - Expenses |
(For given period) Show Opportunity's Budget Revenue for Expenses |
|
| Budget Revenue - Other |
(For given period) Show Opportunity's Budget Revenue for Other |
|
| Weighted Opportunity Value |
Budget Revenue - Total * Probability (%) of the Opp |
|
| Budget - Costs |
Budget Costs - Total |
(For given period) Sum of Budget Costs - People/Time + Budget Costs - Expenses + Budget Costs - Other |
| Budget Costs- People/Time |
(For given period) Show Opportunity's Budget Costs for People/Time |
|
| Budget Costs- Expense |
(For given period) Show Opportunity's Budget Costs for Expenses |
|
| Budget Costs - Other |
(For given period) Show Opportunity's Budget Costs for Other |
|
| Close Date |
Expected Close Date |
Show as defined in the Opportunity detail. |
| Actual Close Date |
Show the date that the Oppotunity was closed (either closed-won or closed-lost)Oppotunity was closed (either closed-won or closed-lost) |
|
| Job Duration |
Expected Job Start Date |
Show as defined in the Opportunity detail. |
| Expected Job End Date |
Show as defined in the Opportunity detail. |
|
| Expected Job Duration Days |
Show the number of days in the Job duration (End Date - Start Date) |
|
| Other |
Practice |
Show as defined in the Opportunity detail. |
| Pipeline Stage |
Show as defined in the Opportunity detail. |
|
| Charging Mechanism |
Show as defined in the Opportunity detail. Either one of these below: Time and Material Fixed Price |
|
| Probability |
Show as defined in the Opportunity detail. |
|
| Lead |
Show as defined in the Opportunity detail. |
|
| Executive |
Show as defined in the Opportunity detail. |
|
| Is Strategic? |
Show as defined in the Opportunity detail. Either one of these below: Yes No |
|
| Team members |
Show number of people assigned in Opportunites' Budget - Resource Plan |
|
| Roles |
Show the number of roles assigned in Opportunites' Budget - Resource Plan. |
|
| Hrs |
Assigned Hrs - Opp |
(For given period) Sum of people's assigned hrs in the opportunitySum of people's assigned hrs in the opportunity For an invididual for a specific opportunity. |
Didn't find what you need in this article? You can submit a support ticket or send an email to [email protected].