01
About this report
One row per opportunity that is In Progress or has an estimate issued. Each row gives the title, customer, stage, sales rep, expected close date, days since the opportunity date, probability, and the projected and weighted totals in base currency.
Opened from Opportunity pipeline by stage, it arrives filtered to one stage. Sort by Expected close for the forecast call. Deals with an expected close in the past need updating. The opportunity number opens the opportunity.
02
Sample preview
Fictional figures in the shape you will see. Yours come from your account.
| Opportunity | Title | Customer | Stage | Sales rep | Expected close | Days open | Probability | Projected | Weighted |
|---|---|---|---|---|---|---|---|---|---|
| OPP00412 | Warehouse scanning rollout | Northgate Supply | Negotiation | Marco Ruiz | 2026-09-29 | 64 | 0.80 | 58,000 | 46,400 |
| OPP00418 | Phase 3 analytics | Summit Analytics LLC | Proposal | Dana Whitfield | 2026-10-15 | 41 | 0.60 | 72,500 | 43,500 |
| OPP00425 | New clinic onboarding | Maple Ridge Clinics | In Discussion | Dana Whitfield | 2026-11-01 | 20 | 0.40 | 24,000 | 9,600 |
| OPP00431 | Support renewal | Coastal Freightways | Qualified | Marco Ruiz | 2026-12-01 | 6 | 0.20 | 18,000 | 3,600 |
03
The SuiteQL
This is the query each report runs. Read it, copy it, or change it after import.
SELECT t.id AS opportunity__id,
t.tranid AS opportunity,
t.title AS title,
NVL(e.altname, e.entityid) AS customer,
NVL(BUILTIN.DF(t.entitystatus), '(no stage)') AS stage,
BUILTIN.DF(t.employee) AS sales_rep,
TO_CHAR(t.expectedclosedate, 'YYYY-MM-DD') AS expected_close,
TRUNC(SYSDATE) - TRUNC(t.trandate) AS days_open,
t.probability AS probability,
t.projectedtotal * t.exchangerate AS projected,
t.weightedtotal * t.exchangerate AS weighted
FROM transaction t
JOIN entity e ON e.id = t.entity
WHERE t.type = 'Opprtnty'
AND t.status IN ('Opprtnty:A', 'Opprtnty:B', 'A', 'B')
ORDER BY t.expectedclosedate04