The Customers at a Glance Real Time report is a table listing customers to whom the user has access and key performance indicators relating to the Customer Organization report. The Customers at a Glance Real Time report is similar to the Customers at a Glance report except there are no trend indicators.
The following data is displayed in the Customers at a Glance Real Time report:
Sales Account: The customer name
Owner: The name of the primary sales representative
Customer Satisfaction (SRs): The measure of satisfaction by how many service requests (SRs) have been filed by the customer
Win Rate: The win probability of currently open opportunities for the customer
Lead Opportunity Conversion: The percentage of leads converted to opportunities for the customer
Days Since Interaction: The number of days since the last interaction with the customer