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Account Plan Template
Salesforce Data & Reports
Opportunities, Renewals & True-Ups
Opportunities Report
Type
Oppty
Stage
Close Date
Amount
Owner
View in SFDC
Acme Corp
ProServ - Q1
ProServ - Closed Won
5/10/2022
$100,000.00
Acme - Enterprise - New
Discovery & Qualification
5/10/2022
$100,000.00
Acme - Q1 True-up
Closed Won
5/10/2022
$100,000.00
Acme - Q2 True-up
Closed Won
5/10/2022
$100,000.00
ProServ - Q2
ProServ - Closed Won
5/10/2022
$100,000.00
Acme - Q3 True-up
Closed Won
5/10/2022
$100,000.00
ProServ - New Group Project
ProServ - Closed Lost
5/10/2022
$100,000.00
Acme - Renewal - 2021
Closed Won
5/10/2022
$100,000.00
Acme - Renewal - 2022
Discovery & Qualification
5/10/2022
$100,000.00
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