Opportunities Report

Review all pending deals, including estimated and weighted in-house commission amounts

Updated over a week ago

Review Estimated and Weighted In House Gross Commissions for Opportunities.  Filter by Opportunity Types, Stages, or Agents.


Filter Options:

  • Opportunity Type (required): Indicate if you would like to filter for Type (Lease, Sub Lease, Sale, or Fee) by unchecking "All Opportunity Types" and selecting one or more Type to filter for.  If you would like to see All Opportunity Types, leave the check mark in "All Opportunity Types."

  • Stages (required):  Indicate if you would like to filter for Stage (New Opportunity, Closed - Won, Closed - Lost, or any Stage you have created) by unchecking "All Stages" and selecting one or more Stage(s) to filter for. If you would like to see All Stages, leave the check mark in "All Stages." 

  • Inside Agents (required): To run this report for all Inside agents, leave the check mark in "All Inside Agents," otherwise, uncheck that field and select one or more Inside Agents for whom to filter this report.

  • Include Closed Opportunities (optional): To include Closed Won and Closed Lost opportunities leave this box unchecked. To exclude both Closed Won and Closed Lost opportunities from this report, leave a check mark in this box.

  • End Date: Include all Opportunities through a specific date


Results:

  • This report will generate eight columns of data, with each row of data representing an Opportunity, sorted by Estimated Close Date.

  • Opportunity Name: Lists the Name of the Opportunity being reported in this row

  • Opportunity Type: Lists the type of deal (Lease, Sub Lease, Sale, or Fee) the Opportunity represents

  • Inside Agents: Lists all Inside Agents associated with the Opportunity

  • Estimated Close Date: Lists the date given as the Estimated Close Date

  • Stage: Reports the Stage the Opportunity is currently assigned

  • Win Probability Percentage: Reports the Win Probability assigned to the listed Stage

  • Estimated In-House Gross Commission: Reports the indicated Estimated In-House Gross Commission

  • Weighted In-House Gross Commission: Calculates the product of the Win Probability and the Estimated In-House Gross Commission

  • Report Totals shows at the bottom of the report.

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