New Opportunities

Additional Information

The New Opportunities visualizer allows you to view a list of all of your active, open opportunities that were created within the last 90 days. By default, the list is sorted in ascending order by the Creation Date and Opportunity Name.

This list includes all of your active, open opportunities; this view includes opportunities that do not have an Award Date entered.

List Data

The New Opportunities list displays a single level of data with information about opportunities created within the last 90 days. This information includes the following data:

  • Opportunity Name
  • Client Name
  • Opportunity Stage Name
  • Currency
  • Factored Net Fee - This column displays a total for all opportunities at the bottom of the list.
  • Creation Date
  • Opportunity Manager Name

In addition, the visualizer offers Closedoptional columns.

New Opportunities Optional Columns

  • Award Date
  • Award Month
  • Bid Probability %
  • Business Unit Code
  • Business Unit Name
  • Client Code
  • Company Code
  • Company Name
  • Creation Month
  • Factored Fee
  • Fee
  • Market Segment Code
  • Market Segment Name
  • Net Fee
  • Opportunity Code
  • Opportunity Manager Code
  • Opportunity Parent Code
  • Opportunity Parent Name
  • Opportunity Source Code
  • Opportunity Source Name
  • Opportunity Stage Code
  • Organization Code
  • Organization Name
  • Owner
  • Service Line Code
  • Service Line Name
  • Win Probability %
  • Work Type Code
  • Work Type Name