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All Opportunities

Behind the scenes 👀

This base table has an Owner column that is a people column. Salesforce pulls in text values for Owners (Opportunity Owner column), but we chose to add a people column to make filtering throughout the doc easier. It is a lookup to the
Team
⁠
table.
DB_All Opportunities
Report Record
Opportunity Owner
Account Name
Opportunity Name
Type
Stage
Fiscal Period
Amount
Expected Revenue
Probability
Age
Close Date
Created Date
Next Step
Lead Source
Stage Text
Discuss in Team Meeting
Log Next Step
Next Step Update
Notes
Opportunity ID
Owner
Owner Role
Remind Owner to Update Next Steps
Retros
1
0064x000004UdwhAAC
Christopher Eck
Dickenson plc
Dickenson Mobile Generators
New Customer
Qualification
Q4-2020
$15,000.00
$1,500.00
10%
1026
11/20/2020
1/11/2021
Have some conversations
Purchased List
​
Log
​
Open
0064x000004UdwhAAC
Christopher Eck
-
​
Open
2
0064x000004UdwiAAC
Christopher Eck
United Oil & Gas Corp.
United Oil Office Portable Generators
Existing Customer - Upgrade
Negotiation/Review
Q4-2020
$125,000.00
$112,500.00
90%
1026
11/8/2020
1/11/2021
Order pizza
-
​
Log
​
Open
0064x000004UdwiAAC
Christopher Eck
-
​
Open
3
0064x000004UdwjAAC
Christopher Eck
Express Logistics and Transport
Express Logistics Standby Generator
New Customer
Closed Won
Q1-2022
$220,000.00
$220,000.00
100%
431
3/18/2022
1/11/2021
Regroup internally
Trade Show
Won!🏆
Log
​
Open
0064x000004UdwjAAC
Christopher Eck
-
​
Open
4
0064x000004UdwkAAC
Christopher Eck
GenePoint
GenePoint Standby Generator
New Customer
Closed Won
Q4-2020
$85,000.00
$85,000.00
100%
0
11/11/2020
1/11/2021
meeting with their CIO
Partner
Won!🏆
Log
​
Open
0064x000004UdwkAAC
Christopher Eck
-
​
Open
5
0064x000004UdwlAAC
Christopher Eck
Grand Hotels & Resorts Ltd
Grand Hotels Kitchen Generator
Existing Customer - Upgrade
Id. Decision Makers
Q3-2020
$15,000.00
$9,000.00
60%
1026
9/29/2020
1/11/2021
Talk to procurement
-
​
Log
​
Open
0064x000004UdwlAAC
Christopher Eck
-
​
Open
6
0064x000004UdwmAAC
Christopher Eck
United Oil & Gas Corp.
United Oil Refinery Generators
Existing Customer - Upgrade
Proposal/Price Quote
Q4-2020
$270,000.00
$202,500.00
75%
1026
12/23/2020
1/11/2021
Org mapping
-
​
Log
​
Open
0064x000004UdwmAAC
Christopher Eck
-
​
Open
7
0064x000004UdwnAAC
Christopher Eck
United Oil & Gas Corp.
United Oil SLA
Existing Customer - Upgrade
Closed Won
Q4-2020
$120,000.00
$120,000.00
100%
0
12/30/2020
1/11/2021
Think about things
Partner
Won!🏆
Log
​
Open
0064x000004UdwnAAC
Christopher Eck
-
​
Open
8
0064x000004UdwoAAC
Christopher Eck
Grand Hotels & Resorts Ltd
Grand Hotels Guest Portable Generators
Existing Customer - Upgrade
Value Proposition
Q1-2021
$250,000.00
$125,000.00
50%
1026
1/7/2021
1/11/2021
Figure out next steps
Employee Referral
​
Log
​
Open
0064x000004UdwoAAC
Christopher Eck
-
​
Open
9
0064x000004UdwpAAC
Christopher Eck
Edge Communications
Edge Emergency Generator
New Customer
Closed Won
Q1-2021
$75,000.00
$75,000.00
100%
0
1/7/2021
1/11/2021
Meditate
Word of mouth
Won!🏆
Log
​
Open
0064x000004UdwpAAC
Christopher Eck
-
​
Open
10
0064x000004UdwqAAC
Christopher Eck
University of Arizona
University of AZ Portable Generators
New Customer
Closed Won
Q4-2020
$50,000.00
$50,000.00
100%
0
10/8/2020
1/11/2021
-
Public Relations
Won!🏆
Log
​
Open
0064x000004UdwqAAC
Christopher Eck
-
​
Open
11
0064x000004UdwrAAC
Christopher Eck
Pyramid Construction Inc.
Pyramid Emergency Generators
-
Prospecting
Q4-2020
$100,000.00
$10,000.00
10%
1026
11/16/2020
1/11/2021
-
Phone Inquiry
​
Log
​
Open
0064x000004UdwrAAC
Christopher Eck
-
​
Open
12
0064x000004UdwsAAC
Christopher Eck
Express Logistics and Transport
Express Logistics Portable Truck Generators
Existing Customer - Upgrade
Value Proposition
Q4-2020
$80,000.00
$40,000.00
50%
1026
10/2/2020
1/11/2021
-
External Referral
​
Log
​
Open
0064x000004UdwsAAC
Christopher Eck
-
​
Open
13
0064x000004UdwtAAC
Christopher Eck
GenePoint
GenePoint Lab Generators
-
Id. Decision Makers
Q1-2021
$60,000.00
$36,000.00
60%
1026
1/1/2021
1/11/2021
Linkedin digging
-
​
Log
​
Open
0064x000004UdwtAAC
Christopher Eck
-
​
Open
14
0064x000004UdwuAAC
Christopher Eck
GenePoint
GenePoint SLA
Existing Customer - Upgrade
Closed Won
Q1-2021
$30,000.00
$30,000.00
100%
0
1/4/2021
1/11/2021
-
Partner
Won!🏆
Log
​
Open
0064x000004UdwuAAC
Christopher Eck
-
​
Open
15
0064x000004UdwvAAC
Christopher Eck
United Oil & Gas Corp.
United Oil Installations
Existing Customer - Upgrade
Negotiation/Review
Q4-2020
$270,000.00
$243,000.00
90%
1026
11/4/2020
1/11/2021
Ask nicely
-
​
Log
​
Open
0064x000004UdwvAAC
Christopher Eck
-
​
Open
16
0064x000004UdwwAAC
Christopher Eck
Edge Communications
Edge Installation
Existing Customer - Upgrade
Closed Won
Q4-2020
$50,000.00
$50,000.00
100%
0
10/29/2020
1/11/2021
-
Word of mouth
Won!🏆
Log
​
Open
0064x000004UdwwAAC
Christopher Eck
-
​
Open
17
0064x000004UdwxAAC
Christopher Eck
Edge Communications
Edge SLA
Existing Customer - Upgrade
Closed Won
Q1-2015
$60,000.00
$60,000.00
100%
0
9/24/2020
1/11/2021
-
Word of mouth
Won!🏆
Log
​
Open
0064x000004UdwxAAC
Christopher Eck
-
​
Open
18
0064x000004UdwyAAC
Christopher Eck
United Oil & Gas Corp.
United Oil Installations
Existing Customer - Upgrade
Closed Won
Q4-2020
$270,000.00
$270,000.00
100%
0
11/3/2020
1/11/2021
Nothing we are done
Partner
Won!🏆
Log
​
Open
0064x000004UdwyAAC
Christopher Eck
-
​
Open
19
0064x000004UdwzAAC
Christopher Eck
Grand Hotels & Resorts Ltd
Grand Hotels Generator Installations
Existing Customer - Upgrade
Closed Won
Q2-2015
$350,000.00
$350,000.00
100%
0
12/21/2020
1/11/2021
-
External Referral
Won!🏆
Log
​
Open
0064x000004UdwzAAC
Christopher Eck
-
​
Open
20
0064x000004Udx0AAC
Christopher Eck
United Oil & Gas Corp.
United Oil Refinery Generators
New Customer
Closed Won
Q4-2020
$915,000.00
$915,000.00
100%
0
12/16/2020
1/11/2021
Celebration dinner
Partner
Won!🏆
Log
​
Open
0064x000004Udx0AAC
Christopher Eck
-
​
Open
21
0064x000004Udx1AAC
Christopher Eck
University of Arizona
University of AZ Installations
Existing Customer - Upgrade
Proposal/Price Quote
Q4-2020
$100,000.00
$75,000.00
75%
1026
10/5/2020
1/11/2021
Buy a new car if they close
Employee Referral
​
Log
​
Open
0064x000004Udx1AAC
Christopher Eck
-
​
Open
22
0064x000004Udx2AAC
Christopher Eck
Express Logistics and Transport
Express Logistics SLA
Existing Customer - Upgrade
Perception Analysis
Q1-2015
$120,000.00
$84,000.00
70%
1026
10/3/2020
1/11/2021
-
External Referral
​
Log
​
Open
0064x000004Udx2AAC
Christopher Eck
-
​
Open
23
0064x000004Udx3AAC
Christopher Eck
University of Arizona
University of AZ SLA
Existing Customer - Upgrade
Closed Won
Q1-2022
$90,000.00
$90,000.00
100%
386
2/1/2022
1/11/2021
Nice dinner pls
Public Relations
Won!🏆
Log
​
Open
0064x000004Udx3AAC
Christopher Eck
-
​
Open
24
0064x000004Udx4AAC
Christopher Eck
Burlington Textiles Corp of America
Burlington Textiles Weaving Plant Generator
New Customer
Closed Won
Q1-2015
$235,000.00
$235,000.00
100%
0
11/13/2020
1/11/2021
-
Web
Won!🏆
Log
​
Open
0064x000004Udx4AAC
Christopher Eck
-
​
Open
25
0064x000004Udx5AAC
Christopher Eck
United Oil & Gas Corp.
United Oil Installations
Existing Customer - Upgrade
Closed Won
Q1-2022
$235,000.00
$235,000.00
100%
361
1/7/2022
1/11/2021
-
External Referral
Won!🏆
Log
​
Open
0064x000004Udx5AAC
Christopher Eck
-
​
Open
26
0064x000004Udx6AAC
Christopher Eck
United Oil & Gas Corp.
United Oil Emergency Generators
Existing Customer - Upgrade
Closed Won
Q1-2022
$440,000.00
$440,000.00
100%
420
3/7/2022
1/11/2021
-
External Referral
Won!🏆
Log
​
Open
0064x000004Udx6AAC
Christopher Eck
-
​
Open
27
0064x000004Udx7AAC
Christopher Eck
Grand Hotels & Resorts Ltd
Grand Hotels SLA
Existing Customer - Upgrade
Closed Won
Q4-2020
$90,000.00
$90,000.00
100%
0
10/1/2020
1/11/2021
-
External Referral
Won!🏆
Log
​
Open
0064x000004Udx7AAC
Christopher Eck
-
​
Open
28
0064x000004Udx8AAC
Christopher Eck
United Oil & Gas Corp.
United Oil Standby Generators
Existing Customer - Upgrade
Closed Won
Q4-2020
$120,000.00
$120,000.00
100%
0
12/31/2020
1/11/2021
-
External Referral
Won!🏆
Log
​
Open
0064x000004Udx8AAC
Christopher Eck
-
​
Open
29
0064x000004Udx9AAC
Christopher Eck
Grand Hotels & Resorts Ltd
Grand Hotels Emergency Generators
New Customer
Closed Won
Q4-2020
$210,000.00
$210,000.00
100%
0
12/19/2020
1/11/2021
Meditate some more
External Referral
Won!🏆
Log
​
Open
0064x000004Udx9AAC
Christopher Eck
-
​
Open
30
0064x000004UdxAAAS
Christopher Eck
United Oil & Gas Corp.
United Oil Plant Standby Generators
Existing Customer - Upgrade
Needs Analysis
Q1-2015
$675,000.00
$135,000.00
20%
1026
12/2/2020
1/11/2021
-
-
​
Log
​
Open
0064x000004UdxAAAS
Christopher Eck
-
​
Open
31
0064x000004UdxBAAS
Christopher Eck
Edge Communications
Edge Emergency Generator
Existing Customer - Replacement
Id. Decision Makers
Q2-2015
$35,000.00
$21,000.00
60%
1026
1/13/2021
1/11/2021
-
-
​
Log
​
Open
0064x000004UdxBAAS
Christopher Eck
-
​
Open
32
0064x000009TwbrAAC
Buck Dubois
Boeing
Software Sales
-
Needs Analysis
Q1-2022
$70,100.00
$14,020.00
20%
779
1/6/2022
9/15/2021
-
-
​
Log
​
Open
0064x000009TwbrAAC
Buck Dubois
-
​
Open
33
0064x000009TwbwAAC
Buck Dubois
Boeing
Sponsorship
-
Value Proposition
Q4-2021
$86,910.00
$43,455.00
50%
779
12/31/2021
9/15/2021
-
-
​
Log
​
Open
0064x000009TwbwAAC
Buck Dubois
-
​
Open
34
0064x000009TwbxAAC
Buck Dubois
Boeing
Lead Referral Sale
-
Negotiation/Review
Q1-2022
$89,015.00
$80,113.50
90%
779
2/9/2022
9/15/2021
-
-
​
Log
​
Open
0064x000009TwbxAAC
Buck Dubois
-
​
Open
35
0064x000009TwbmAAC
Buck Dubois
Nike
Hardware Sale
-
Prospecting
Q4-2021
$45,000.00
$4,500.00
10%
779
12/18/2021
9/15/2021
-
-
​
Log
​
Open
0064x000009TwbmAAC
Buck Dubois
-
​
Open
36
0064x000009TwbnAAC
Buck Dubois
Acme Corp.
Upsell Deal
-
Needs Analysis
Q4-2023
$40,000.00
$8,000.00
20%
779
11/10/2023
9/15/2021
-
-
​
Log
​
Open
0064x000009TwbnAAC
Buck Dubois
-
​
Open
37
0064x000009TwboAAC
Buck Dubois
Acme Corp.
Expansion into PNW
-
Id. Decision Makers
Q4-2023
$25,000.00
$15,000.00
60%
779
10/25/2023
9/15/2021
Names to faces
-
​
Log
​
Open
0064x000009TwboAAC
Buck Dubois
-
​
Open
38
0064x000009TvVdAAK
Buck Dubois
Acme Corp.
2024 Q1 Contract Renewal
Existing Customer - Upgrade
Value Proposition
Q4-2023
$400,000.00
$200,000.00
50%
780
11/13/2023
9/15/2021
Think about things
Purchased List
​
Log
​
Open
0064x000009TvVdAAK
Buck Dubois
-
​
Open
39
0064x00000DRBZxAAP
Buck Dubois
Dunder Mifflin
Scranton Office Licensing
-
Closed Lost
Q2-2022
$36,000.00
$0.00
0%
0
4/13/2022
4/25/2022
Call Michael Scott when next budget review kicks off
-
Lost 🙈
Log
​
Open
0064x00000DRBZxAAP
Buck Dubois
-
​
Open
40
0064x00000DRBagAAH
Buck Dubois
Universal Exports
Exporting Expansion
-
Closed Lost
Q1-2022
$65,875.00
$0.00
0%
0
2/10/2022
4/25/2022
Check in with head of Exporting division
-
Lost 🙈
Log
​
Open
0064x00000DRBagAAH
Buck Dubois
-
​
Open
41
0064x00000DRBavAAH
Buck Dubois
Wayne Enterprises
Gotham City Contract
-
Closed Lost
Q1-2022
$98,000.00
$0.00
0%
0
3/31/2022
4/25/2022
check in with Bruce next quarter
-
Lost 🙈
Log
​
Open
0064x00000DRBavAAH
Buck Dubois
-
​
Open
42
0064x00000DRBaHAAX
Buck Dubois
Tyrell Corporation
Tyrell Hong Kong Expansion
-
Closed Lost
Q2-2022
$65,000.00
$0.00
0%
0
4/6/2022
4/25/2022
licensing for the Hong Kong office
-
Lost 🙈
Log
​
Open
0064x00000DRBaHAAX
Buck Dubois
-
​
Open
43
0064x00000DRBaIAAX
Buck Dubois
Monsters, Inc
Austin office licensing
-
Closed Lost
Q1-2022
$15,000.00
$0.00
0%
0
3/1/2022
4/25/2022
Check in with procurement in three months
-
Lost 🙈
Log
​
Open
0064x00000DRBaIAAX
Buck Dubois
-
​
Open
44
0064x00000DRBZoAAP
Buck Dubois
Veridian Dynamics
Product Development Team Upsell
-
Closed Lost
Q2-2022
$4,050.00
$0.00
0%
0
4/12/2022
4/25/2022
Check in with Ted
-
Lost 🙈
Log
​
Open
0064x00000DRBZoAAP
Buck Dubois
-
​
Open
45
0064x00000DRBZnAAP
Buck Dubois
Grand Hotels & Resorts Ltd
Product Team Upsell
-
Closed Lost
Q1-2022
$25,000.00
$0.00
0%
0
3/10/2022
4/25/2022
Follow up and ask why they chose competitor
-
Lost 🙈
Log
​
Open
0064x00000DRBZnAAP
Buck Dubois
-
​
Open
46
0064x00000DRBvxAAH
Buck Dubois
Incite Inc
Incite HR Team
New Customer
Qualification
Q2-2022
$60,000.00
$6,000.00
10%
557
5/27/2022
4/25/2022
Think about approach
Partner Referral
​
Log
​
Open
0064x00000DRBvxAAH
Buck Dubois
-
​
Open
47
0064x00000DRBwWAAX
Buck Dubois
Ajira Airways
Pilot team
New Customer
Value Proposition
Q2-2022
$15,000.00
$7,500.00
50%
557
6/17/2022
4/25/2022
Try to provide value
-
​
Log
​
Open
0064x00000DRBwWAAX
Buck Dubois
-
​
Open
48
0064x00000DRBvLAAX
Buck Dubois
Burlington Textiles Corp of America
Upsell with HR team
Existing Customer - Upgrade
Proposal/Price Quote
Q3-2022
$1,000.00
$750.00
75%
557
7/8/2022
4/25/2022
Ask for another call
-
​
Log
​
Open
0064x00000DRBvLAAX
Buck Dubois
-
​
Open
49
0064x00000DRBvMAAX
Buck Dubois
Planet Express
New York Team Licenses
New Customer
Needs Analysis
Q3-2022
$0.00
$0.00
20%
557
8/6/2022
4/25/2022
Take a guess
-
​
Log
​
Open
0064x00000DRBvMAAX
Buck Dubois
-
​
Open
50
0064x00000DRBvNAAX
Buck Dubois
Union Aerospace Corporation
Boise Team Licenses
-
Qualification
Q3-2022
$55,000.00
$5,500.00
10%
557
8/5/2022
4/25/2022
-
-
​
Log
​
Open
0064x00000DRBvNAAX
Buck Dubois
-
​
Open
51
0064x00000EC5NXAA1
Buck Dubois
-
Delorean Construction Inc. HQ System
Existing Customer - Upgrade
Needs Analysis
Q2-2022
$4,000.00
$800.00
20%
547
5/13/2022
5/6/2022
-
-
​
Log
​
Open
0064x00000EC5NXAA1
Buck Dubois
-
​
Open
52
0064x00000QSwocAAD
Buck Dubois
Wayne Enterprises
Expansion to Design team
-
Needs Analysis
Q4-2023
$40,000.00
$8,000.00
20%
16
11/30/2023
10/18/2023
Contact procurement for updated RFP
-
​
Log
​
Open
0064x00000QSwocAAD
Buck Dubois
-
​
Open
53
0064x00000QSwpGAAT
Buck Dubois
Wayne Enterprises
Upsell to Enterprise tier
-
Proposal/Price Quote
Q4-2023
$60,000.00
$45,000.00
75%
16
12/14/2023
10/18/2023
Contact finance team for signatures
-
​
Log
​
Open
0064x00000QSwpGAAT
Buck Dubois
-
​
Open
54
0064x00000QSwpHAAT
Buck Dubois
Delorean Construction Inc.
Expansion to Sales team
-
Qualification
Q4-2023
$10,000.00
$1,000.00
10%
16
11/28/2023
10/18/2023
Reach out to Sales Leader again
-
​
Log
​
Open
0064x00000QSwpHAAT
Buck Dubois
-
​
Open
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