Salesforce opportunities

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

ColumnDescription
opportunity_idunique ID of the table
number_of_employeesNumber of employees.
opportunity_statusStatus (Won, Lost, or Pipeline).
opportunity_nameOpportunity Name.
account_nameAccount Name.
forecast_categoryForecast Category.
stage_nameStage Name.
created_amount_this_monthThe created amount this month.
created_amount_this_quarterThe created amount this quarter.
closed_amount_this_monthThe closed amount this month.
closed_amount_this_quarterThe closed amount this quarter.
account_typeThe account type.
created_dateCreated date.
close_dateClosed date.
is_wonIs won flag.
is_closedIs closed flag. True when the stage name is closed.
opportunity_owner_nameOpportunity Owner name.
opportunity_manager_nameOpportunity Manager name.
amountAmount.
days_since_createdDays since created
days_to_closeDays 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

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