Total Open Opportunities Detail Report
The Total Open Opportunities Detail report lists weighted and projected totals by status for each opportunity not yet closed. NetSuite lists these totals based on the date period you select.
With Narrative Insights, you can use generative AI to summarize the report, helping you understand the overall landscape of open sales opportunities and quickly focus on top sales prospects and important pipeline insights.
The generated insights may include:
-
The total projected amount and weighted amount for all open opportunities
-
Identification of top sales opportunities to help prioritize high-potential deals
-
Highlights of stalled opportunities, top and bottom performers, and unassigned sales representatives
To generate an insight on the Total Open Opportunities Detail report, the Enable Narrative Insights preference must be enabled on the Narrative Insights tab of the AI Preferences page. This preference is enabled by default. For more information, see Managing Narrative Insights Preferences.
For more information about Narrative Insights, see Narrative Insights Overview.
Create opportunities at Opportunities > Transactions > Opportunities > New.
To view the Total Open Opportunities Detail report:
-
Go to Reports > Pipeline Analysis > Total Open Opportunities > Detail.
A message appears indicating that your report is loading. The status bar in the footer of the report shows the progress as your report loads. You can click Cancel Report next to the status bar to stop the report from loading.
To generate an insight on the Total Open Opportunities Detail report:
Insights may differ each time they're generated, even when you're viewing the same data.
-
Filter the report to include only the information you want the insight to reflect.
-
Click the Generate Insight button.
The Narrative Insights dialog is displayed. You can generate the insight again at any time by clicking the Generate Insight button.