Salesforce opportunity report (Amount vs Expected Revenue / splits shape)
An opportunity-object report exported to CSV/XLSX, assumed to be "the pipeline in one number." It carries several amount-like columns that mean different things, and its row grain is not always one-row-per-deal.
The shape, how the file is really laid out
Core columns include Amount, Probability (%), Expected Revenue, Stage, Forecast
Category, Close Date, plus the boolean-ish IsClosed / IsWon. Expected Revenue is
a stored, derived column equal to Amount x Probability, sitting right beside
Amount. Close Date is a bare date with no time and is interpreted against the
org's fiscal-year settings, which can differ from the calendar year. When the
report is built at the Opportunity Product (line-item) grain, or Opportunity
Splits are enabled, one opportunity spreads across multiple rows.
The traps
Amount and Expected Revenue are one deal at two meanings, a $400,000 deal at 40% shows Amount $400,000 and Expected Revenue $160,000; a dashboard that sums "the amount column" without naming which one silently reports forecast where people read booked, or vice versa.
- Every trap in this export, worked through
- The reconciliation anchor, the total the file asserts about itself
- The refusal cases, when to stop and ask instead of guess
Reference: Salesforce Help "Opportunity fields" (Amount / Expected Revenue / Probability / Forecast Category) · Salesforce Opportunity Splits & Opportunity Products documentation