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About the Pipeline Analysis Smart Report


This report analyzes the current pipeline. Historical information is used to determine the revenue that is expected to be generated over the next four quarters and how that revenue compares to the quota for that period.

About the Order of Merit Graphic in the Pipeline Analysis Smart Report

The Order of Merit graphic is determined in the Finish method of the ssOrderOMeritHeader1 frame according to the following logic:

  • If the Revenue Versus All Current Quotas thermometer is above the target line, then the arrow direction is up.
  • If the thermometer is between the target line and the acceptable revenue line, then the arrow direction is right.
  • If the cementer is below the acceptable revenue line, then the arrow direction is down.

About the Revenue Versus All Current Quotas Thermometer in the Pipeline Analysis Smart Report

This thermometer has added functionality compared to standard thermometers. A dashed line is added at a point below the trigger to indicate a revenue level that is below the target but still acceptable. The position of the dashed line is based on the value of the AcceptableRange variable. Table 29 shows the variables for use with this thermometer.

Table 29. Variables for Revenue Versus All Current Quotas Thermometer
Thermometer Variable
Report-Level Variable
Calculation Point
Comment

MaximumValue

NA

local

TriggerDataValue * 1.5.

MinimumValue

NA

local

Always zero.

TriggerDataValue

totalQuota

sifQuota

Based on Prorated Target Amount field of Quota Objective Assignment Business Component.

DataValue

ExpectedRevenueNext4Q

frmDashboard

Based on the Probability Matrix derived from LOV.

AcceptableRange

targetQuotaRange

dsTargetQuotaRange

Based on value from LOV.

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