Series: AppFoundry Reporting

AppFoundry opportunities

Opportunity report details

The opportunity report details are as follows:

Opportunity report details  Descripción
Opportunity Name The name of the opportunity associated with the subscription in the Genesys system.
Opportunity Stage Stage of the opportunity. For example, Qualification and Initial interest, Discovery and Solution Alignment, Value Validation, Negotiate and Close, Closed Won Pending, and Closed.
Offering Detail Offering details of the opportunity. For example, Genesys Cloud Trial, Amendment, and more.
CSM Name of the assigned Genesys Customer Success Manager (CSM).
Sale Type Direct or indirect sale.
Opportunity Region The assigned customer’s region. For example, APAC, EMEA, and more.
Opportunity Owner The name of the Genesys sales employee who owns the opportunity.
Sold to Country Customer’s Country.
Opportunity Type

 Type of opportunity. For example, New Logo, Existing Business—Expansion, Existing Business—Cross-Sell, Existing Business—New Line of Business, and Existing Business—Migration.
Opportunity Sub Region Grouping based on business size & company line of business or group. For example, Mid-Market East, Government, and more.
Opportunity Owner Email Email of opportunity owner or Genesys sales representative.

Account details

The account details are as follows:

Account details Descripción
Account Name Customer or partner’s name.
Account Type Partner or customer.
Account Sub Type Type of partner or customer account. For example, Marketing Alliance, Service Provider, Referral Partner, and more. 
Account Owner The name of the Genesys sales employee who owns the account. 
Sold To/Business Partner If applicable, the name of the business partner through whom the booking was sold.
Licensing Analyst Name of assigned Genesys licensing analyst. 
Address Customer’s or partner’s address. 
Teléfono Customer’s or partner’s phone number.
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