Customers at a Glance

The Customers at a Glance report is a table listing customers to whom the user has access and key performance indicators relating to the Customer Organization report.

Customers at a Glance Data

The following data is displayed in the Customers at a Glance 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

Customers at a Glance Links

There are no links to other reports from the Customers at a Glance report.