Opportunities Report

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Opportunities Report

Screen title: Opportunities Report Browser title: Opportunities Address: /funnel/opps/

Use this screen to review your opportunities in a table (list) view. You can filter, edit, delete, print, import, export, and (for managers) reassign opportunities to another sales rep.

Navigation: Sales Icon Hover → Opportunities Report

From this screen you can also:

• Open an opportunity to edit it
• Open the linked account
• Filter by date, probability, type, account type, user, and market
• Import opportunities
• Export or schedule opportunity report exports
• Print one opportunity or print opportunity stats
• Use Quick Links to Stages, Types, Fields, and related funnel pages

Opportunities Report

How to open Opportunities Report

Option A — From Quick Links

1. Sign in to CallProof.
2. Open a Funnel / Opportunities page (for example the Sales Funnel board).
3. Click Quick Links.
4. Choose Opportunities Report.

Option B — From the main menu

1. Sign in to CallProof.
2. In the left sidebar, open the Opportunities / Funnel area (label may vary by company setup).
3. Choose Opportunities Report when available.
4. The report table opens.

Option C — Open Opportunities Report directly

1. Open your web browser.
2. Go to your CallProof website and add /funnel/opps/ at the end of the address (for example: https://appv2.callproof.com/funnel/opps/).
3. Press Enter.
4. The Opportunities Report appears.

Permissions

• You must be signed in.
• Signed-in users with access can view opportunities they are allowed to see.
• Managers can edit any company opportunity (when they have access).
• Non-managers can usually edit only their own opportunities; restricted opportunities redirect back to this report with a warning.
• Managers and market managers see row checkboxes, Rep Update, and User / Markets filters.
• Import, export, and schedule export depend on your role and company setup.
• Company menu permissions control whether this screen appears in your sidebar.

What you see on the screen

Header

• Title: Opportunities Report
• Import Opportunities
• Rep Update (used with selected rows)
• Quick Links
• Filter button

Empty state

• If nothing matches: No opportunity found

Opportunity Filter panel

Opens from the Filter button. Includes filters plus:

• Opportunities Created count
• Opportunities Updated count
• Clear Filters, Apply Filters, and Print (stats PDF)

Field guide (Opportunity Filter)

User (managers / market managers)

• Choose one or more sales reps.
• Optional: Show Inactive Users
• Select All / Clear

Begin Date / End Date

• Date range for the report.

Pull By

• Close Date
• Created Date

Probability Between

• Low % and high % (for example 0 and 100).

Sort By

• Created By
• Rev Created By

Opportunity type

• Filter by one opportunity type.

Markets (managers / market managers)

• Filter by one or more markets.
• Select All / Clear

Account Type

• Filter by one or more account types.
• Select All / Clear

View and open opportunities

Report Report

1. Open Opportunities Report (/funnel/opps/).
2. Review the list (paginated).
3. Click the opportunity title, stage, type, value, or edit icon to open the opportunity.
4. Click the account name or search icon to open the account.
5. Use pagination at the bottom to move between pages.

Filter the report

Opportunity Filter

1. Click the Filter button.
2. Set Begin Date and End Date.
3. Choose Pull By (Close Date or Created Date).
4. (Optional) Set probability range, sort, opportunity type, and account type.
5. (Managers / market managers) Select User and/or Markets.
6. Click Apply Filters.
7. The table refreshes with matching opportunities.
8. To reset, click Clear Filters, then apply again.

See All Opportunities

See all Opportunity

1. Click Quick Links.
2. Choose See All Opportunities.
3. CallProof resets the date range to the wide “see all” range and refreshes the list.

Edit an opportunity

Click the (pencil) icon

Edit Opportunity Form

1. In the Actions column, click the Edit icon (or click the opportunity title / linked fields).
2. Update the opportunity form.
3. Save your changes.
4. Return to Opportunities Report to confirm the row updated.

Delete an opportunity

Delete opportunity

1. In the Actions column, click the Delete (trash) icon.
2. Confirm the delete prompt.
3. The opportunity is removed and the list refreshes.

Print one opportunity

1. In the Actions column, click the Print icon.
2. A PDF for that opportunity opens / downloads in a new tab.

Print Opportunity Stats

1. Open the Filter panel.
2. Click Print at the bottom of the filter panel.
3. The Opportunity Stats PDF opens.

Import Opportunities

Import Opportunities

1. Click Import Opportunities in the header (or Quick Links → Import Opportunities).
2. In the import popup, choose or drag your file.
3. Upload and follow the on-screen import steps.
4. When finished, return to the report to review imported rows.
5. Created / Updated counts in the filter panel may update after import activity.

Export Opportunity Report

Export Opportunities

1. Make sure the table has opportunities loaded.
2. Use the export control for Export Opportunity Report (shown when results are available).
3. In Export Opportunities, optionally enter a file name (or use the suggested name).
4. Save / run the export.
5. Download or open the export from your export list when ready.

Schedule Opportunity Exports

1. From the same export area, open Schedule Opportunity Exports.
2. Follow the schedule screen to set frequency and options.
3. Save the schedule so CallProof can generate recurring opportunity exports.

Rep Update (managers / market managers)

Rep Update

Use this to assign selected opportunities to another sales rep.

1. Select one or more opportunity checkboxes (or use the header checkbox to select all on the page).
2. Click Rep Update.
3. If nothing is selected, CallProof asks you to select at least one opportunity.
4. In Update Rep, choose the Sales Rep.
5. Click Update.
6. The list refreshes with the new rep assignment.

Quick Links

From Quick Links on this screen:

• Opportunities Report — this page
• Opportunity Stages — /funnel/oppstages/
• Opportunity Types — /funnel/opptypes/
• Opportunity Fields — /funnel/opps/fields/list/
• Import Opportunities
• See All Opportunities

Related board view: Opportunities (Sales Funnel) at /funnel/new/

Tips and important notes

• Derived is value weighted by probability (roughly value × probability %).
• Filter settings stay in your session until you change or clear them.
• See All Opportunities widens the date range so more opportunities appear.
• People / Contact lines on a row appear when your company has the People feature enabled.
• Row checkboxes and Rep Update are for managers / market managers.
• If you cannot open an opportunity, you may not own it or may lack permission—ask a manager.
• Export appears after opportunities load; if the list is empty, add or widen filters first.
• Print (row) is for one opportunity; Print in the filter panel is for stats.

Need help?

• No opportunity found: clear or widen filters; try See All Opportunities
• Cannot edit: confirm you own the opportunity or ask a manager
• Rep Update unavailable / no checkboxes: confirm you are a manager or market manager
• Import/export issues: check file format and permissions, or contact support
• Other issues: email support@callproof.com