# Opportunity Secondary Status

<p class="doc-lead">Summarises opportunities by secondary status for the selected date range — count, amount, average and max days in stage, plus Lost and Closed counts.</p>

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

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

Open from <b>CRM → Reports → Opportunity Secondary Status</b>.

One row per active Opportunity secondary status. Opportunities are filtered by opportunity <b>date</b> in the selected range (Cancelled excluded by default). Days in step use secondary-status history on the opportunity.

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

Configure stages under <a href="#/settings/secondary-status">Settings → Secondary Status</a> with Transaction Type = Opportunity.

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

<ul>
<li><b>Pipeline health</b> — See how many deals and how much value sit in each sales stage.</li>
<li><b>Bottlenecks</b> — High average or max days in a stage may indicate stalled deals.</li>
<li><b>Outcomes by stage</b> — Compare Lost and Closed counts per secondary status.</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. |
| Status | Advanced Filter | All (excl. Cancelled), Approved, Draft, Open, Closed, Lost, Cancelled. |

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

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

| **Column** | **Shows** |
|------------|-----------|
| Secondary Status | Status name. |
| Opps | Number of opportunities currently in that secondary status (within filters). |
| Amount | Sum of opportunity amounts. |
| Avg days in step | Average days since the opportunity entered this secondary status. |
| Max days | Longest days in this secondary status among those opportunities. |
| Lost | Count with primary status Lost. |
| Closed | Count with primary status Closed. |

A totals row sums Opps, Amount, Lost, and Closed where shown.

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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>Why is a secondary status missing from the report?</b><br>
Only Active secondary statuses with Transaction Type = Opportunity are listed. Suspended or other transaction-type statuses do not appear.</p>

<p><b>What counts as Lost?</b><br>
Primary opportunity status Lost only — not a secondary status named “Lost”.</p>

<p><b>How do days in step work?</b><br>
They are based on secondary-status change history on the opportunity. Opportunities without history may show empty day values.</p>

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

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