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New Opportunities Summary

This query shows different details about opportunities derived from Salesforce data.

Related Integrations: All Integrations / Salesforce
SELECT
  sfu.name opp_owner,
  sfo.stagename stage,
  sfo.probability,
  sfa.name opp_name,
  sfae.email opp_email,
  sfo.amount,
  sfo.nextstep next_step,
  sfo.closedate close_date,
  sfo.createddate created_date
FROM
  public.salesforce_opportunity sfo
  JOIN public.salesforce_user sfu ON sfo.ownerid = sfu.id
  LEFT JOIN public.salesforce_account sfa on sfa.id = sfo.accountid
  LEFT JOIN public.salesforce_account_to_email sfae ON sfa.id = sfae.accountid
WHERE
  sfo.closedate between '2020-01-01' AND '2020-03-31' -- Dates can be changed \ Filter can be removed
  AND sfo.stagename in ('Identified Need', 'Trial', 'Contract Sent', 'Verbal Commit') -- Stage Names can be changed \ Filter can be removed
  AND sfo.probability > 10 -- Value can be changed \ Filter can be removed
ORDER BY
  1,
  2,
  3 DESC

Query Results Dictionary

Column Description
opp_owner Opportunity Owner (Sales Rep)
stage Opportunity Stage
probability Opportunity close probability
opp_name Opportunity Name
opp_email Opportunity Email
amount Deal Amount
next_step Next Step
close_date Close Date
created_date Created Date

Requirements:

Collect the Opportunity, User, Account, Contact and Lead objects with the Panoply Salesforce data source and create the view salesforce_account_to_email, more details here.

Usage:

This query can be displayed in a tabular form to display the current opportunities.

Modifications:

The table in the FROM might need to be changed based on Schema and Destination settings in the data source. The Filters for closedate, stagename, probability in the WHERE clause can be changed or completely removed.