"Has Opportunity" on Account & Contact

"Has Opportunity" on Account & Contact

Right now the Has Opp filter allows you to see all opps associated to that individual.  There are a number of times that you want to suppress or just filter all contacts at ACCOUNTS with an open or closed opp.

Please add this filter to the features.
12 Comments
Anonymous
Not applicable
Even better would be to filter "Has Opportunity" by current opps, open opps or by opportunity date fields.

Currently within the Lead Management Analytics all opps associated with a given lead are shown (e.g. a current open opp, a previously won opportunity etc.) resulting in a significant "over count" of opportunities for a specific campaign.  I'd prefer to show only open opportunities, or be able to show opportunities in a specific date range
Anonymous
Not applicable
We are having a similar issue with the Revenue Model Analytics- we can only pull opportunities that are connected to a contact record. A majority of our opportunities (closed-won, closed- lost) are connected to the account, rather then a contact, so our information in the revenue cycle model is inaccurate because the numbers are substantially lower than they should be.
Anonymous
Not applicable
Couldn't agree more. Having more visibility into accounts and opportunities in general would help me justify Marketo to my manager. The problem is that he spends no time within Marketo, but says he doesn't understand the differences. Having more capabilities with Accounts and Opportunities can show him the easiness of mass updating and give him more in-depth knowledge. 

Hopefully a Marketo employee can chime in, but has there been any progress on this?
Amber_Hobson
Level 8 - Champion Alumni
This would be really nice especially with us finding that our sales reps don't always associate a contact with an opportunity or the contact that they do associate is not someone who has been opening the emails. We've found that one contact was opening the emails and clicking the links but then forwarding them to someone else at the organization who was the contact on the opportunity. It made it look like marketing had nothing to do with that sale, but if we'd had opportunity tracking at the account level, we'd have seen that someone else had been doing the research on the back end.
Edward_Masson
Level 10
subscribing
Anonymous
Not applicable
This is really very much needed!
Anonymous
Not applicable
subscribing
Anonymous
Not applicable
Any updates on this? Our reps are really asking us to filter out MQLs that are contacts at accounts where an opportunity is already open. For example, here is a use case. We schedule a meeting with a VP at a prospect account and open an opportunity. The VP tells one of his reports (e.g. a manager) to research us. The manager goes on our website, downloads some assets and becomes an MQL. An MQL alert is sent to one of the sales reps. The sales rep gets very excited and checks out the SFDC record of the contact. He then finds out that there is already an opportunity on that account. He gets a little bit upset and loses a little faith in marketing. Over time, this erodes the partnership.

This is why this filter is absolutey crucial. I'm very surprised that it doesn't come out of the box.
Michael_Langell
Level 4
I agree this is very much needed.  Reports with opportunities currently overstate results for a specific time period since it pulls that data for all opportunities associated with the contact.  I think the ability to filter opportunities in a specific time range and by stage is most important.  This way you can correlate recent lead activity with recent opportunity activty and their stages
Anonymous
Not applicable
I'm curious on any updates on this. For FT and MT attribution I have updated settings to broad. This means it will attribute revenue even to contacts in the account that don't have a role on the opportunity level. A logical results would be that 'has opportunity' would reflect the same behavior. Or you have two diffrent versions of 'Has opportunity'. One on the lead level (contact actually) and one on the company level (account). This way you can use both. At this point in time my FT/MT metrics and filters for opportunities are not aligned.