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Opportunity Charts


Several charts are available that support analysis of opportunities data. The data can be depicted in a variety of formats such as pie graph, bar graph, and so on.

Table 6 describes each opportunity analysis chart.

Table 6. Opportunities Charts
Chart
Description
Activity Analysis
Displays the number of activity types for the selected record.
Current Opportunity Analysis
Displays a scatter diagram of the selected opportunity by revenue and probability. The bottom chart displays sales stage.
Lead Analysis
Displays the number of opportunities or revenue by organization or primary sales representative. The data is segmented by lead quality.
Lead Source Analysis
Displays the number of opportunities, revenue, or average revenue by time period. The data is segmented by lead source.
Lead Source Pipeline Analysis
Displays the number of opportunities by sales stage and lead source.
New Business Analysis
Displays the number of opportunities, revenue, or average revenue over a time period.
Opportunity Analysis
Displays the number of opportunities by product, source, territory, and competitor.
Pipeline Analysis
Displays the number of opportunities or revenue by sales stage, organization, revenue size, or sales method.
Probability Cluster Analysis
Displays a scatter diagram of your opportunities by revenue and probability.
Rep Analysis
Displays the number of opportunities, revenue, or average revenue by sales representative. The data can be segmented by sales stage and win probability.
Revenue Analysis by Rep
Displays the number of opportunities and revenue by sales representative.
Sales Method Bar
Displays number of opportunity products or revenue by sales method. The data is segmented by sales stage.
Sales Pipeline Analysis
Displays the percentage of revenue quota and percentage of count quota.
Sales Pipeline Phases Analysis
Displays sales pipeline phases and the percentage of revenue quota or count quota achieved per phase.

Viewing the Opportunity Sales Pipeline Analysis Chart

The Sales Pipeline Analysis works by evaluating the total revenue and count of opportunities by a selected sales methodology and then evaluating the total against each applicable quota.

NOTE:  The Sales Pipeline Analysis Chart considers only active Quota plans, regardless of duration.

To display sales pipeline analysis information

  1. Navigate to the Opportunities screen.
  2. From the Show drop-down list, select an Opportunities list.
  3. For example, you might choose All Opportunities.

  4. In the Opportunities list, click Query
  5. In the Opportunities form, query on a Sales Method, and then click Go.
  6. Click the Charts view tab.
  7. In the Charts list, select Sales Pipeline Analysis from the Show drop-down list.
  8. From the secondary Show drop-down list, choose either % of Count Quota, or % of Revenue Quota, and then click Go.

Viewing the Sales Pipeline Phases Analysis Chart

The Sales Pipeline Phases chart provides an overall view of the revenue generated for opportunities in an organization. Sales phases are basic components used to group stages together into basic sales categories.

To view the sales pipeline phases analysis chart

  1. Navigate to the Opportunities screen.
  2. From the Show drop-down list, select an Opportunities list.
  3. In the Opportunities list, click Query.
  4. In the opportunities form, query for a Sales Method, and then click Go.
  5. Click the Charts view tab.
  6. In the Charts list, select Sales Pipeline Phases Analysis from the Show drop-down list.
  7. From the secondary Show drop-down list, choose either % of Count Quota, or % of Revenue Quota, and then click Go.

 Siebel Sales User Guide 
 Published: 18 April 2003