01
About this report
Opportunities that are In Progress or have an estimate issued, grouped by stage. Each row gives the count, projected total, probability-weighted total, average probability and the earliest expected close date. Values are in base currency at each opportunity's exchange rate.
Click Opportunities to open Open opportunities filtered to that stage.
02
Sample preview
Fictional figures in the shape you will see. Yours come from your account.
| Stage | Opportunities | Projected | Weighted | Average probability | Next expected close |
|---|---|---|---|---|---|
| Qualified | 14 | 412,000 | 82,400 | 0.20 | 2026-10-03 |
| In Discussion | 9 | 288,500 | 115,400 | 0.40 | 2026-09-30 |
| Proposal | 6 | 196,000 | 117,600 | 0.60 | 2026-09-26 |
| Negotiation | 3 | 121,300 | 97,040 | 0.80 | 2026-09-29 |
03
The SuiteQL
This is the query each report runs. Read it, copy it, or change it after import.
SELECT NVL(BUILTIN.DF(t.entitystatus), '(no stage)') AS stage,
COUNT(*) AS opportunities,
SUM(t.projectedtotal * t.exchangerate) AS projected,
SUM(t.weightedtotal * t.exchangerate) AS weighted,
AVG(t.probability) AS avg_probability,
TO_CHAR(MIN(t.expectedclosedate), 'YYYY-MM-DD') AS next_close
FROM transaction t
WHERE t.type = 'Opprtnty'
AND t.status IN ('Opprtnty:A', 'Opprtnty:B', 'A', 'B')
GROUP BY NVL(BUILTIN.DF(t.entitystatus), '(no stage)')
ORDER BY avg_probability, stageSELECT 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