Upcoming Opportunities

Additional Information

The Upcoming Opportunities visualizer allows you to review a list of your upcoming active opportunities. By default, the list is sorted in ascending order by the Award Date and Opportunity Name.

This list is limited to your active, open opportunities where the Award date is greater than or equal to the current date; if an Award Date is not entered, the opportunity is not included in the list.

List Data

The Upcoming Opportunities list displays a single level of data with information about upcoming opportunities. 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.
  • Award Date
  • Opportunity Manager Name

In addition, the visualizer offers Closedoptional columns.

Upcoming Opportunities Optional Columns

  • Award Month
  • Bid Probability %
  • Business Unit Code
  • Business Unit Name
  • Client Code
  • Company Code
  • Company Name
  • Creation Date
  • 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