Salesforce opportunities
Monthly and quarterly performance metrics on opportunities.
Use case
Sales
Apps
Salesforce
Created by
Canvas
This snapshot provides monthly and quarterly metrics that help you understand how your opportunities are performing. Metrics around bookings, the current pipeline and loses are included.
Model columns
| Column | Description |
|---|---|
| opportunity_id | unique ID of the table |
| number_of_employees | Number of employees. |
| opportunity_status | Status (Won, Lost, or Pipeline). |
| opportunity_name | Opportunity Name. |
| account_name | Account Name. |
| forecast_category | Forecast Category. |
| stage_name | Stage Name. |
| created_amount_this_month | The created amount this month. |
| created_amount_this_quarter | The created amount this quarter. |
| closed_amount_this_month | The closed amount this month. |
| closed_amount_this_quarter | The closed amount this quarter. |
| account_type | The account type. |
| created_date | Created date. |
| close_date | Closed date. |
| is_won | Is won flag. |
| is_closed | Is closed flag. True when the stage name is closed. |
| opportunity_owner_name | Opportunity Owner name. |
| opportunity_manager_name | Opportunity Manager name. |
| amount | Amount. |
| days_since_created | Days since created |
| days_to_close | Days to close |
| pricebook_2_id | |
| opportunity_type | |
| has_opportunity_line_item | |
| _fivetran_synced | |
| account_id | |
| owner_id | |
| next_step | |
| forecast_category_name | |
| campaign_id | |
| record_type_id | |
| opportunity_description | |
| is_deleted | |
| lead_source | |
| opportunity_probability | |
| updated_at | |
| is_created_this_month | |
| is_created_this_quarter | |
| is_closed_this_month | |
| is_closed_this_quarter | |
| opportunity_owner_id | |
| opportunity_owner_role_id | |
| opportunity_owner_city | |
| opportunity_owner_state | |
| opportunity_manager_id | |
| opportunity_manager_city | |
| opportunity_manager_state | |
| opportunity_owner_position | |
| opportunity_owner_developer_name | |
| opportunity_owner_parent_role_id | |
| opportunity_owner_rollup_description | |
| amount_won | |
| amount_lost | |
| created_count_this_month | |
| created_count_this_quarter | |
| closed_count_this_month | |
| closed_count_this_quarter | |
| account_source | |
| industry | |
| account_host |
