Add Opportunity Columns to a Lead Report

To see the statistics on opportunities in your person reports, you can add opportunity columns.

  1. Go to the Marketing Activities area.

  2. Select your report from the navigation tree and click the Setup tab.

  3. Double-click Opportunity Columns.

  4. Select Shown from the drop-down menu.

  5. Click the Report tab to see your report with opportunity metrics.

    TIP

    Scroll right to see more columns.

  6. To add or remove columns from the report, click any column heading and select Columns.

    The available opportunity columns are:

    NOTE

    Each opportunity is counted only once, based on the primary contact assigned to it.

    Column Description
    No Opportunity Number of people who are not a primary opportunity contact.
    Days No Opportunity Average age, in days, of people who are not a primary contact.
    Has Opportunity Number of people who are a primary opportunity contact.
    Has Opportunity % Percentage of people who are a primary opportunity contact.
    Days Until Opportunity Average number of days for conversion from person to primary opportunity contact.
    Total Opportunity Amount Sum of all opportunity amounts.
    Avg Opportunity Amount Sum of opportunity amounts, divided by the number of opportunities.
    Total Opportunity Number of all opportunities.
    Closed Number of opportunities that have been closed, won or lost.
    Won Number of opportunities that have been won.
    % Won Percentage of opportunities that have been won.
    Total Won Amount Sum of won opportunity amounts.
    Days to Close Average number of days to close opportunities.
    Days in Sales Average length of the sales cycle (Days Until Opportunity + Days to Close).

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