Standard AQ - Revenue Opportunity AQ

Overview

Updated 04/05/2022

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Required Setup
Report Description
Parameters
Report Fields

Required Setup

Need a Customer Contact Method with the SystemName = Email and Customer Contact Role with SystemName = Sales

Report Description

Shows revenue opportunities from potential sales. This report is a useful tool for forecasting future revenue and determining recent sales activity.

Parameters

Parameter Name	Options	Description
Branch (Customer)	All available branches.	Customer’s Branch.
Date Type	ExpectedCloseDate, RevenueEndDate
Start Date
End Date
Customer Name		Filters results by Customer name.
User Description		Filters results by User Description present in Revenue Opportunity.

Report Fields

Field Name	Description
StaffingCompany	Customer’s Supplier name.
BoldCompanyID	Identifier for company in AviontéBOLD (Front Office)
BranchName	Customer’s Branch.
OpportunityName	OpportunityName from Revenue Opportunity.
Description	Description from Revenue Opportunity.
SalesStatus	Sales status from Revenue Opportunity.
ExpectedRevenue	Expected Revenue from Revenue Opportunity.
RevenuePeriod	Period from Revenue Opportunity.
RevenueCompetition	Competition from Revenue Opportunity.
SalesCloseLevel	Level from Revenue Opportunity.
ExpectedCloseDate	Exp Close Date from Revenue Opportunity.
RevenueStartDate	Revenue Start Date from Revenue Opportunity.
RevenueEndDate	Revenue End Date from Revenue Opportunity.
CustomerID	Customer Identification Number.
CustomerName	Customer Name associated with Revenue Opportunity.
DepartmentName	Department Name.
CustomerStatus	Customer’s Status.
LeadSource	Lead source associated with Revenue Opportunity.
ContactName	Name of the contact associated with Revenue Opportunity
UserDescription	Sales Rep (User Description) from Revenue Opportunity.
StaffingOrderID	Order ID from Revenue Opportunity.
SalesLevel	SalesLevel from Revenue Opportunity
ExpectedSales	1.        Expected Revenue from Revenue Opportunity when Revenue Start Date is greater than or equal to  StartDate parameter and Revenue End Date is less than or equal to EndDate parameter.  i.e. If the Revenue Start and End Date lies within the date range entered in the parameter, then Expected Sales = Expected Revenue. 2.        Product of Weekly Amount and the number of weeks from Revenue’s start date till the End date parameter, when Revenue Start Date is greater than or equal to Start Date parameter and Revenue End Date is either not present or greater than End Date parameter.   i.e. If the Revenue Start date lies within the date range entered but the Revenue End Date does not lie within this date range and falls in the future meaning that Revenue would start within date range but end in the near future, then          Expected Sales = Weekly Amount * Number of week till the end date parameter from the Revenue’s Start date. 3.        Product of Weekly Amount and the number of weeks from start date parameter till the End date parameter, when Revenue Start Date is less than or equal to Start Date parameter and Revenue End Date is greater than  or equal to End Date parameter. i.e.  When Revenue start and end date both does not lie in the date range meaning that revenue has already started but not ended,         Then Expected Sales = Weekly Amount * Number of Weeks from start to end date parameter. 4.        Product of Weekly Amount and the number of weeks from start date parameter till the Revenue’s End date (or Today’s date if Revenue End Date is not present), when Revenue Start Date is less than start date parameter and Revenue End Date is less than end date parameter. i.e.  When Revenue start date does not lie in the date range but Revenue End date lies in the date range meaning that revenue has already started and would end within the date range, then Expected Sales = Weekly Amount * Number of weeks from start date parameter till Revenue’s end date.
WeeklyAmount	Ratio of Revenue to the Number of Weeks present from Revenue’s Start date till Revenue’s end date, when Revenue start and end date lies in different weeks. i.e. Average Revenue per week.    Formula = Revenue / No of Weeks present from revenue’s start till end date. 0, when revenue start and end date lies in a same week.
LastMessageDate	Most recent logged message’s date of customer.
LastMessage	Most recent logged message type of customer.
FirstInvoiceDate	First invoice’s date of customer.
BoldJobID	Identifier for job in AviontéBOLD (Front Office)
DateEntered	Date the opportunity was entered