# Opportunity Owner Report

<p class="doc-lead">Per–employee opportunity performance for opportunities dated in the selected range — volume, sale quotation conversion, amounts, and Lost / Closed outcomes.</p>

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<p class="doc-toc-title">On this page</p>
<div class="doc-toc-links">
<a href="#/crm/reports/opportunity-owner-report?id=overview">Overview</a>
<a href="#/crm/reports/opportunity-owner-report?id=use-cases">Use Cases</a>
<a href="#/crm/reports/opportunity-owner-report?id=filters">Filters</a>
<a href="#/crm/reports/opportunity-owner-report?id=columns">Columns</a>
<a href="#/crm/reports/opportunity-owner-report?id=actions">Actions</a>
<a href="#/crm/reports/opportunity-owner-report?id=faq">FAQ</a>
</div>
</div>

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<h2 id="overview">Overview</h2>

Open from <b>CRM → Reports → Opportunity Owner Report</b>.

Shows one row per opportunity owner (employee) for opportunities with <b>date</b> in the selected range. Cancelled opportunities are excluded.

Empty state: <b>No data for the selected filters.</b>

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<h2 id="use-cases">Use Cases</h2>

<ul>
<li><b>Sales manager review</b> — Compare opportunity volume and quotation conversion by owner.</li>
<li><b>Pipeline value</b> — Contrast opportunity amounts with linked sale quotation amounts.</li>
<li><b>Outcomes</b> — Review Lost vs Closed counts per owner.</li>
</ul>

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<h2 id="filters">Filters</h2>

| **Filter** | **Location** | **Notes** |
|------------|--------------|-----------|
| Date range | Header (date-range picker) | Filters on opportunity Date. Default: current month. |
| Branch | Advanced Filter | Hidden when company has a single branch. |
| Employee | Advanced Filter | Opportunity owner. |
| Secondary Status | Advanced Filter | Active Opportunity secondary statuses only. |

Toolbar: <b>Generate</b>, <b>Advanced Filter</b>, clear (when filters active).

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<h2 id="columns">Columns</h2>

| **Column** | **Shows** |
|------------|-----------|
| Employee | Owner name; Unassigned if no employee. |
| Opps | Opportunities in range for that owner. |
| With SQ | Opportunities that have at least one non-cancelled Sale Quotation. |
| SQ conv. % | (With SQ ÷ Opps) × 100. |
| Opp amount | Sum of opportunity amounts. |
| SQ amount | Sum of linked sale quotation net totals. |
| Lost | Count with primary status Lost. |
| Closed | Count with primary status Closed. |

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<h2 id="actions">Actions</h2>

<b>Generate</b> — refresh report  
<b>Advanced Filter</b> / clear — apply or reset filters

No export, print, or drill-down.

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<h2 id="faq">FAQ</h2>

<p><b>What counts as Lost?</b><br>
Primary opportunity status Lost only.</p>

<p><b>Does secondary status change the owner rows?</b><br>
Filtering by Secondary Status limits which opportunities are included, then results are still grouped by employee.</p>

<p><b>Is this the same as Lead Owner Report?</b><br>
No. Lead Owner Report is for leads. This report is for opportunities and quotation conversion.</p>

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<h2 id="related">Related</h2>

<ul>
<li><a href="#/crm/opportunity">Opportunity</a></li>
<li><a href="#/crm/reports/opportunity-secondary-status">Opportunity Secondary Status</a></li>
<li><a href="#/crm/reports/lead-owner-report">Lead Owner Report</a></li>
</ul>