AppFoundry opportunities
Series: AppFoundry Reporting
Previous suggested step: AppFoundry reporting
Opportunity report details
The opportunity report details are as follows:
| Opportunity report details | Description |
|---|---|
| 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 | Description |
|---|---|
| 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. |
| Phone | Customer’s or partner’s phone number. |
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