Current Opportunities Grid Definitions

Column Name	Definition
Approx Value	The sum of all Valid and Most Likely Quotes booked or not booked (If setting applied in Admin) Note: Keyed Value at Project Entry will remain until quote(s) have been generated. If you mark a quote as Most Likely, you have to open the project information button and hit “Save” to update the approx. value.
AVG Days to Book
AVG Decision
Booked
Cancelled
Cancelled Project Count
Can Visit	Can visit location (setting marked on Company Record)
Close Year	Year of decision date
Company Name	The company name used to create project from
Company ID	Internal company ID number used for Quickbooks Integration
Company Type	The company type (customer, vendor, etc.) assigned to the company record of the Project
Corporate Division	The internal Corporate Division assigned to the Project in the Project Information module
Corporate Division ID	The internal Corporate Division number
Create Date	The date the project was created
Created Month Year	The month the project was created
Cross Streets	If the Company location was geocoded the cross streets of the location should show here
Decision	The decision date assigned in the Project Information module
Decision Date Month Year	The decision date's month & year
Decision Days	The amount of days left from the Decision Date
Est Commission	The sum of Commission based on the BOM
Est Cost	The sum of cost in the BOM Module for the specific quote/options
Est GP	The Estimated Gross Profit based on the BOM
Estimated Margin	The Estimated Margin % based on the BOM
Estimated Profit	The Estimated Profit dollars based on the BOM
Estimated Sale	The sum of all Valid & Most Likely quotes that are NOT booked (Total value of opportunity)
Forecast Value	Approx Value – Booked Value (sum of all orders in Order Entry)
ID	Project ID/Number
Is Reference
Job Count
Journal Costs	The cost applied via batch entry to the opportunity as a Journal Cost
Last Status Change Date	The last time the Project Status was changed
Market Type	The Market Type assigned to the Company Location record
Misc.	(User Field 3)
Month (Close Date)	Month of decision date
Next Touch	The way to contact the client on the Next Touch Date - i.e. email, phone call, in person meeting (Set in the Project Information module)
Not Booked
Note	(User Field 2)
Notes	Opportunity notes added in Current Opportunity grid (i.e. when you last contacted client, approx. date you expect to hear back from client, etc.)
Opportunity Count
Parent Company	(User Field 1)
Primary Company	The company the Primary Contact is connected to
Primary Contact	The Primary Contact assigned in the Project Information module
Primary Direct Phone	The Primary Contact's direct phone number
Primary Main Phone	The Primary Contact's main phone number
Primary Salesperson	The salesperson assigned as primary to the Project
Primary Contact Email	The Primary Contact's email address
Primary Contact Mobile Phone	The Primary Contact's mobile phone number
Probability	Probability % assigned in the Project Information module
Probability Percent
Products	(User Field 4)
Product Types
Project Name	Name of the Project (Best practice is to put the Company name plus Project Name i.e. Bank of Texas / Global Task Chairs for Office 101)
Project Status	The Status of the project. This is a manual and an automated change. You can and should have the status change based on Workflow , Action Items being checked out and completed. You can include the manual update of the status in your workflow as Completion Tasks.
Project Count	How many projects created for the Company Location
Project Manager	The Project Manager assigned in the Project Information module
Project Type	The type of Project assigned (The project Type defines workflow (Action Items))
Quote Date	The date the quote was created
Quote Count	# of Quotes in Project
Reference Contact	Reference contact free-formed in the Project Information module (this info is not saved as a contact attached to a record in e-manage)
Referred By	Referred By drop down assigned to the company record attached to the Project
Registered Project	If the "Registered" check box is applied in the Project Information
Sales Stage	Sales stage assigned to Project
Salespeople	All salespeople assigned to the Project
Sales Territory	Sales Territory drop down assigned to the company record attached to the Project
Status Change Days	How many days since the last Status change on the project
Team Members	Team Members assigned to Project in the Project Information module (Team Members/Activity tab)
Touch Type	Touch Type assigned in the Project Information module