All Opportunity records that are currently open in Pipeline stage as per the RevSure funnel configuration. Useful for pipeline reporting. Includes key attributes like Account name, $ Value, Opportunity Type, Close Date. List of attributes included in the dataset is configurable.
Name | Label | Type | Description |
OpportunityID | Opportunity ID | STRING | Unique RevSure ID for the Opportunity |
AccountID | Account ID | STRING | Unique RevSure ID for the Account |
AccountName | Account Name | STRING | Name of the Account |
AccountIndustry | Account Industry | STRING | Industry of the Account |
OpportunitySourceId | Opportunity Source Id | STRING | Unique SFDC Source ID for the Opportunity |
OpportunitySourcesystem | Opportunity Source System | STRING | Source system of the Opportunity |
OpportunityName | Opportunity Name | STRING | Name of the Opportunity |
OpportunityValue | Opportunity Value | NUMERIC | Currency Value of the Opportunity |
OpportunityCloseDate | Opportunity Close Date | DATE | Close Date assigned to the Opportunity |
OpportunityCloseDateQuarterYear | Opportunity Close Date Quarter Year | STRING | Financial Quarter of OpportunityCloseDate. |
FunnelActivityTimestamp | Funnel Activity Timestamp | TIMESTAMP | Time when the latest status change happened on the Opportunity |
FunnelActivityDate | Funnel Activity Date | DATETIME | Date when the latest status change happened on the Opportunity |
CreatedStageTimestamp | Created Stage Timestamp | TIMESTAMP | Time when the Opportunity entered the current RevSure funnel stage |
StageCreatedDate | Stage Created Date | DATETIME | Date when the Opportunity entered the current RevSure funnel stage |
BookingConversionProbabilityQ0 | Booking Conversion Probability Q0 | FLOAT64 | Probability of the Opportunity to convert to Closed Won in Q+0 quarter |
BookingConversionProbabilityQ1 | Booking Conversion Probability Q1 | FLOAT64 | Probability of the Opportunity to convert to Closed Won in Q+1 quarter |
ProjectedBookingValueQ0 | Projected Booking Value Q0 | FLOAT64 | Projected Closed Won Currency Value of the Lead in Q+0 quarter |
ProjectedBookingValueQ1 | Projected Booking Value Q1 | FLOAT64 | Projected Closed Won Currency Value of the Lead in Q+1 quarter |
OpportunityType | Opportunity Type | STRING | Type of the Opportunity |
FunnelLeadSource | Funnel Lead Source | STRING | Lead Source of the Opportunity as mapped from the source |
CalendarQuarter | Calendar Quarter | STRING | Current Financial Quarter |