Pages

Wednesday, April 25, 2018

Salesforce: Opportunity Team Report

Two years ago, I wrote a blog about reporting for Account Team, this blog would be for Opportunity Team. When you have Opportunity report, you can get the result based on few options:



Let's see the difference between each option. In this sample, I'll login as "Maria Ann" and she has 2 subordinates: "Song Lee" and "Free Man".

My opportunities
All opportunities owned by me, period!



My team-selling opportunities
All opportunities where I am listed in the Opportunity Team, no matter if I am the opportunity owner or not.



My team-selling and my opportunities 
This is the combination of My opportunities and My team-selling opportunities, although it doesn't mean the opportunity will be listed twice if it fit into both criteria, so you can't just sum number of opportunity from My opportunities with My team-selling opportunities.



My team's opportunities
All opportunities owned by me and all opportunities owned by users below my role hierarchy, including the indirect reports.



My team-selling and their opportunities
All opportunities where me or any users below my role hierarchy listed as in the Opportunity Team, no matter who owned the opportunity. This is similar to My team-selling opportunities but extended to my subordinates.



My territories' opportunities
Only available when Territory Management is enabled.



All Opportunities
All opportunities that you have visibility.