Opportunities
Stores revenue opportunity records representing potential deals in the sales pipeline. This table supports forecasting, sales stage progression, and revenue planning.
Columns
| Name | Type | ReadOnly | Description |
| Account_Id | String | False |
The Identifier (Id) of the account that the opportunity is associated with. This association links the opportunity to the customer organization involved in the sales process. |
| Account_Name | String | False |
The display name of the account that the opportunity is associated with. This value is shown in list views, record headers, and reporting contexts. |
| Acl_Team_Names | String | True |
The list of team names that are associated with the opportunity for access control and visibility purposes. |
| Acl_Team_Set_Id | String | False |
The Id of the team set that defines shared access permissions for the opportunity. This configuration enables multi-team collaboration. |
| Ai_Opp_Close_Week_Scores | String | True |
The system-generated scoring values that estimate the likelihood of this opportunity closing during a particular week. These values support predictive sales forecasting. |
| Ai_Opp_Conv_Bin_Accuracy | Decimal | True |
The predictive accuracy score that is associated with the modeled conversion outcome for the opportunity. This score reflects the confidence level of machine learning prediction. |
| Ai_Opp_Conv_Multiplier | Decimal | True |
The multiplier that is used to adjust conversion scoring for the opportunity based on predictive model weighting. |
| Ai_Opp_Conv_Score_Absolute | Decimal | True |
The absolute predictive score that indicates the model's determination of opportunity conversion strength. |
| Ai_Opp_Conv_Score_Enum | String | True |
The categorized predictive score of the opportunity (for example, strong, moderate, or weak). This value simplifies interpretation of forecasting analytics. |
| Amount | Decimal | True |
The monetary value that represents the opportunity's estimated revenue. This value is expressed in the opportunity's assigned currency. |
| Amount_Usdollar | Decimal | True |
The monetary value of the opportunity that is converted into US dollars. This value is used for standardized reporting across multi-currency environments. |
| Assigned_User_Id | String | False |
The Id of the user who is assigned to the opportunity. This assignment determines primary ownership and accountability in the sales process. |
| Assigned_User_Name | String | True |
The display name of the user who is assigned to the opportunity. |
| Base_Rate | String | True |
The currency conversion rate that is used to calculate standardized reporting values for the opportunity's monetary fields. |
| Best_Case | Decimal | True |
The optimistic revenue estimate for the opportunity, based on the highest likely outcome if favorable conditions are achieved. |
| Campaign_Id | String | False |
The identifier (Id) of the marketing campaign that influenced or originated the opportunity. This linkage supports campaign attribution and lead funnel analysis. |
| Campaign_Name | String | True |
The display name of the marketing campaign that is associated with the opportunity. |
| Closed_Revenue_Line_Items | Int | True |
The number of revenue line items (RLIs) that are marked as closed for this opportunity. RLIs represent the individual product or service components that contribute revenue. |
| Closed_Won_Revenue_Line_Items | Int | True |
The number of RLIs that have a closed-won status. This count contributes to realized revenue reporting. |
| Commentlog | String | True |
A reference to Comment Log entries that store conversation and context related to the opportunity. Comment logs support collaboration and record transparency. |
| Commit_Stage | String | False |
The forecast commit stage that indicates how the opportunity is treated in forecasting (for example, 'include', 'likely', or 'omit'). This value drives inclusion in sales funnel reporting. |
| Commit_Stage_Cascade | String | False |
The system-adjusted commit stage that is derived from changes to underlying Revenue Line Items and forecasting logic. |
| Contact_Role | String | False |
The role of the primary contact in relation to the opportunity (for example, 'decision maker' or 'influencer'). This supports stakeholder mapping. |
| Created_By | String | True |
The Id of the user who created the opportunity record. This value is used for tracking record origination. |
| Created_By_Name | String | True |
The display name of the user who created the opportunity record. |
| Currency_Id | String | False |
The Id of the currency that is assigned to the opportunity. This controls currency conversion and value display. |
| Currency_Name | String | True |
The display name of the currency that is assigned to the opportunity. |
| Currency_Symbol | String | True |
The display symbol of the currency that is assigned to the opportunity (for example, '$', '€', '£'). |
| Date_Closed | Date | False |
The expected or actual close date of the opportunity. This date is used for forecasting, pipeline timing, and revenue scheduling. |
| Date_Closed_Cascade | Date | False |
The system-adjusted close date that is derived from changes in underlying components or forecasting logic. |
| Date_Closed_Timestamp | String | True |
The timestamp representation of the close date that is used for sorting and reporting operations. |
| Date_Entered | Datetime | True |
The date and time when the opportunity record was created. |
| Date_Modified | Datetime | True |
The date and time when the opportunity record was last modified. |
| Deleted | Bool | False |
A Boolean field that returns a value of 'true' when the opportunity is flagged as deleted. It returns a value of 'false' when the opportunity remains active. This supports soft-delete rather than permanent removal. |
| Description | String | False |
A detailed text description of the opportunity. This field is often used to record background details, context, or notes relevant to qualification and strategy. |
| Dri_Workflow_Template_Id | String | False |
The Id of the Customer Journey workflow template that is associated with the opportunity, when structured process guidance is enabled. |
| Dri_Workflow_Template_Name | String | True |
The display name of the Customer Journey workflow template that is associated with the opportunity. |
| Following | Bool | False |
A Boolean field that returns a value of 'true' when the current user is following the opportunity. It returns a value of 'false' when the user is not following the record. |
| Forecasted_Likely | Decimal | True |
The forecasted revenue value that is derived from RLIs that are included in forecasting. This value supports sales pipeline projections. |
| Id [KEY] | String | True |
The unique Id of the opportunity record. |
| Included_Revenue_Line_Items | Int | True |
The number of RLIs that are currently included in the opportunity's active sales forecast. This count affects forecasting totals and pipeline analytics. |
| Is_Escalated | Bool | True |
A Boolean field that returns a value of 'true' when the opportunity is escalated for additional attention or intervention. It returns a value of 'false' when the opportunity is not escalated. |
| Lead_Source | String | False |
The origin source of the opportunity (for example, a web inquiry, referral, trade show, or outbound outreach). This value supports campaign and conversion attribution reporting. |
| Locked_Fields | String | True |
A system-managed list of fields that are restricted from modification to ensure data integrity. |
| Lost | Decimal | True |
The total revenue value of RLIs)that are marked as lost for this opportunity. This value supports loss analysis and pipeline refinement. |
| Mkto_Id | Int | True |
The Id that links the opportunity to a related Marketo lead record. This value is used in marketing automation and lead lifecycle alignment. |
| Mkto_Sync | Bool | False |
A Boolean field that returns a value of 'true' when the opportunity should be synchronized with Marketo. It returns a value of 'false' when synchronization is disabled. |
| Modified_By_Name | String | True |
The display name of the user who last modified the opportunity record. |
| Modified_User_Id | String | True |
The Id of the user who last modified the opportunity record. This value is used for historical auditing and change tracking. |
| My_Favorite | Bool | False |
A Boolean field that returns a value of 'true' when the opportunity is marked as a favorite by the current user. It returns a value of 'false' when it is not marked as a favorite. |
| Name | String | False |
The display name of the opportunity. This value identifies the opportunity in lists, dashboards, and reporting. |
| Next_Step | String | False |
The next planned action or follow-up step in the sales process. This field supports task planning and progression visibility. |
| Opportunity_Type | String | False |
The classification of the opportunity (for example, 'existing business' or 'new business'). This value assists in revenue forecasting and pipeline segmentation. |
| Perform_Sugar_Action | Bool | False |
A Boolean field that returns a value of 'true' when SugarCRM should automatically execute predefined behavioral or workflow actions. It returns a value of 'false' when no automatic action is performed. |
| Probability | Int | True |
The percentage that indicates the likelihood of the opportunity closing successfully. This percentage is often driven by the sales stage and related forecasting logic. |
| Renewal | Bool | False |
A Boolean field that returns a value of 'true' when the opportunity represents a renewal of an existing contract or service. It returns a value of 'false' when the opportunity is new business. |
| Renewal_Parent_Id | String | False |
The Id of the original opportunity or contract record that the renewal opportunity is derived from. This creates renewal lineage for account lifecycle analysis. |
| Renewal_Parent_Name | String | True |
The display name of the related renewal parent record. |
| Sales_Stage | String | False |
The sales stage that indicates the opportunity's progression in the sales cycle (for example, 'qualification', 'proposal', 'negotiation', 'closed-wo'n, or 'closed-lost'). |
| Sales_Stage_Cascade | String | False |
The system-adjusted sales stage that is derived from the statuses of RLIs that are associated with the opportunity. |
| Sales_Status | String | True |
A high-level status of the opportunity that can classify the opportunity as 'open', 'won', or 'lost'. This status is used for summarized pipeline visibility. |
| Service_Duration_Unit | String | False |
The unit of measurement (UOM) for the service duration (for example, 'day', 'month', or 'year') when the opportunity involves subscription or service-based revenue. |
| Service_Duration_Unit_Cascade | String | False |
The system-adjusted duration unit that is derived from associated RLI. |
| Service_Duration_Value | Int | True |
The numeric value of the service duration when the opportunity includes subscription or service terms (for example, a duration value of 4 when the unit is 'months'). |
| Service_Duration_Value_Cascade | Int | True |
The system-adjusted service duration value derived from associated RLIs. |
| Service_Open_Flex_Duration_Rlis | Int | True |
The number of flexible-duration RLIs that are part of the opportunity and still remain open. |
| Service_Open_Revenue_Line_Items | Int | True |
The number of open RLIs that are associated with the opportunity. This value helps assess ongoing pipeline activity. |
| Service_Start_Date | Date | False |
The service start date for subscription or service-based offerings included in the opportunity. |
| Service_Start_Date_Cascade | Date | False |
The system-adjusted service start date derived from underlying RLIs. |
| Sync_Key | String | True |
An internal synchronization key that is used to match the opportunity record across distributed systems, integrations, or synchronization environments. |
| Tag | String | False |
Tags that are assigned to the opportunity for grouping, classification, search filtering, and reporting. |
| Team_Count | String | False |
The number of teams that are associated with the opportunity record. |
| Team_Id | String | False |
The Id of the primary team that is associated with the opportunity record. The primary team controls baseline access. |
| Team_Name | String | False |
The name of the primary team that is associated with the opportunity record. |
| Team_Set_Id | String | False |
The Id of the team set that lists all teams with access to the opportunity record. This configuration supports multi-team visibility. |
| Total_Revenue_Line_Items | Int | True |
The total number of RLIs that are associated with the opportunity. This count supports pipeline volume measurement. |
| Widget_Amount | String | True |
The display-formatted amount value that is used in widget and dashboard visualizations. |
| Widget_Date_Closed | String | True |
The display-formatted close date that is used in widget and dashboard visualizations. |
| Widget_Sales_Stage | String | True |
The display-formatted sales stage that is used in widget and dashboard visualizations. |
| Worst_Case | Decimal | True |
The conservative revenue estimate for the opportunity, based on minimal expected results. This value is often used in risk-adjusted forecasting. |