8 Prebuilt
Prebuilt Analyses
Prebuilt Analyses are the functional analysis defined using Oracle Data Visualizer on Oracle Analytics Cloud (OAC). Only analytic currency metrics are used in these analyses. These tables show the summary of predefined analyses available for each module.
Activity Management
| Analyses Detail | Analyses Description | Related Subject Areas |
|---|---|---|
| New Activities | Shows the number of activities created in the last 7 days and provides a break down by different parameters such as Creation Date, Activity Type and Owner. | CX - Activity |
| Number of Activities | Shows number of activities performed by sales resources based on Activity Date, activity status and activity type. | CX - Activity |
| Activity Duration for Completed Activities | Shows how log it takes for a sales resource to complete an activity and provides a break down based on Activity type. Summaries are included to show the metric based on Activity owner, number of activities completed, Activity Type, Date and status. | CX - Activity |
| Team Member Activity Rate | Provides useful insights on the average number of activities are being performed by a team member and includes a breakdown based on different activity type. | CX - Activity |
| Lead Activities Rate | Shows number of Activities performed on leads and provides a break down based on leads status and activity date. | CX - Lead Activity |
| Opportunities Activities Rate | Shows number of Activities performed on Opportunities and provides a break down by opportunity outcome and status. | CX - Opportunity Activity |
| Activity Rate - Won Opportunities | This analysis provides insights on the number of activities performed on opportunities that go on to win. Helps businesses users understand how many activities does it require on an average to win an opportunity. | CX - Opportunity Activity |
| Task Rate - Won Opportunities | This analysis provides insights on the number of tasks performed on opportunities that go on to win. Helps businesses users understand how many tasks and which types of tasks contribute to an opportunity win. | CX - Opportunity Activity |
Lead Management
| Analyses Detail | Analyses Description | Related Subject Areas |
|---|---|---|
| New Leads | Shows the number of Leads created in the last 7 days and provides a break down by different parameters such as Creation Date, Origin, Product and Account type. | CX - Leads |
| Number of Leads | Shows number of leads by Creation Date, Status, Product, Account and other Lead related attributes. | CX - Leads |
| Average Lead Age | This project shows average lead age by Lead Status and Lead Creation Period for the current quarter. | CX - Leads |
| Lead Qualification Rate | Provides an analysis on qualified leads for the current quarter and shows a break down of converted leads by different lead attributes such as status, lead creation date, age and by lead qualification velocity. | CX - Leads |
| Lead Conversion Rate | Provides an analysis for lead conversions for the current quarter and shows a break down of converted leads by different lead attributes such as lead channel and sales account. | CX - Leads |
| Won Revenue by Lead Channel | Provides insights on which lead channels contribute to highest won revenue. | CX - Leads |
| Lead to Opportunity Velocity | Shows insights on how quickly leads are converting to opportunities and allows comparison of this metric with other velocity metrics such as lead qualification to conversion velocity. | CX - Leads |
| Accounts - Leads | Lists Sales resources or Credit Recovers with highest number of wins and deal sizes. | CX - Leads |
| Lead Conversion Overview | Shows the summary of the Lead Conversion and how it trends over time. | CX - Leads |
Marketing Campaigns
| Analyses Detail | Analyses Description | Related Subject Areas |
|---|---|---|
| Campaign Attributed Leads | Shows the number of leads generated from each campaign that was created in the current quarter. | CX - Campaign Members |
| Campaign Attributed Opportunities | Shows the number of opportunities generated from each campaign that was created in the current quarter. This uses last touch attribution model. | CX - Campaign Opportunity Revenue Line |
| Campaign Attributed Pipeline | Shows the pipeline contribution from the opportunities attributable to the campaign. | CX - Campaign Opportunity Revenue Line |
| Campaign ROI | This analysis shows the ROI from each Campaign and the attributable won revenue. | CX - Campaign Opportunity Revenue Line |
| Cost Per Opportunity Revenue Line | Provides insights on average campaign cost incurred or generating a single opportunity revenue line. Also provides comparison based on different campaigns. | CX - Campaign Opportunity Revenue Line |
| Cost Per Won Revenue | Shows the average campaign cost for every earning. Also provides comparison of this metric with different campaigns and by Product. | CX - Campaign Opportunity Revenue Line |
| Top Campaigns | Shows best performing campaigns based on different parameters such as - ROI, number of wins, revenue generated etc | CX - Campaign Opportunity Revenue Line |
| Campaign Targeted Accounts | Shows which accounts were targeted by different campaigns and the result based on ROI, Opportunity outcome and revenue generated. | CX - Campaign Opportunity Revenue Line |
Opportunity Management
| Analyses Detail | Analyses Description | Related Subject Areas |
|---|---|---|
| Sales Pipeline - Pipeline Shape | Provides a visual breakdown of Open Opportunity Pipeline Revenue by different Sales Stages and trend of the Open Opportunity Pipeline Revenue from Last Six Enterprise Periods. | CX - Opportunity Revenue Line Snapshot |
| Sales Pipeline - Pipeline Review | Provides a Visual summary of Open Opportunities and their revenue numbers by Close Date and Sales Stage. | CX - Opportunity Revenue Line |
| Sales Pipeline - Pipeline Trend YoY | Shows historical trends of Open Opportunity Revenue based on historical snapshots. | CX - Opportunity Revenue Line Snapshot |
| Sales Pipeline Velocity | Shows Sales Pipeline Velocity for different quarters and number of days spent in stage by opportunities broken down by Opportunity status and Opportunity Owner. | CX - Opportunity Revenue Line Snapshot, CX - Opportunity Stage Progression |
| Sales Stage Progression | Shows movement of Opportunities thru Sales Stages in terms of total and also percentages. | CX - Opportunity Stage Progression |
| Sales Cycle Analysis | Provides insights on bottle necks in the sales cycle and in which stages are the opportunities spending the most amount of time. | CX - Opportunity Stage Progression |
| Stalled Opportunities | Provides a list of Stalled Opportunities in the system broken down by Sales Stage. Only those Opportunities with more than 50% win probability are considered in the visualization. | CX - Opportunity Stage Progression |
| Sales Stage Velocity | Provides insights on how quickly opportunities are moving thru the sales funnel and also relative to their outcomes (Won or Lost). | CX - Opportunity Stage Progression |
| Sales Funnel Leakage | Analyzes from which Sales stage are Opportunities moving to Closed - Lost and how they compare to those that are Closed - Won. | CX - Opportunity Revenue Line |
| Top Deals At Risk | Provides an overview of Top Opportunities (in terms of revenue and win probability > 50%) that are at risk of not closing. | CX - Opportunity Revenue Line |
| Weighted Pipeline - Detail | Compares Open Pipeline with Weighted Pipeline by Sales Stage and Closing Quarter. | CX - Opportunity Revenue Line |
| Weighted Pipeline - Trend | Shows trends of Weighted Pipeline based on snapshot period and also a projection over the next 3 months. | CX - Opportunity Revenue Line |
| Won Sales | Shows key metrics related to Won Sales such as Won Opportunity Line Revenue and Number of Won Opportunity Revenue Lines, Win Rate and Conversion Rate. Also shows how Won opportunities compares to Open and Lost opportunities during the same time period. | CX - Opportunity Revenue Line Snapshot, CX - Opportunity Revenue Line |
| Win - Loss Analysis | Shows Won and Lost Revenue by Different Quarters and a historical trend over the last 6 quarters. Also shows Won Revenue by top 10 territories and products. | CX - Opportunity Revenue Line Snapshot, CX - Opportunity Revenue Line |
| Lost Sales | Shows Lost Opportunity Revenue Lines by Amount and by Lost Quarter. Also includes key conversion metrics such as Revenue Line Loss Rate %. | CX - Opportunity Revenue Line Snapshot, CX - Opportunity Revenue Line |
| Win - Loss Analysis | Shows Won and Lost Revenue by Different Quarters and a historical trend over the last 6 quarters. Also shows Won Revenue by top 10 territories and products. | CX - Opportunity Revenue Line Snapshot, CX - Opportunity Revenue Line |
| Average Deal Size | Provides a break down of Average deal Size by Sales Stage, Opportunity Owner, Territory Owner and Product/Group. | CX - Opportunity Revenue Line |
| Average Deal Size - Trend Analysis | Shows a trend of Average Deal Size by Territory and by Product and how the metric has evolved historically. | CX - Opportunity Revenue Line Snapshot |
| Win Rate and Conversion Rate Analysis | Shows Revenue Line Win Rate and Conversion Rate Percentages and by Sales Stage. | CX - Opportunity Revenue Line |
| Win Rate and Conversion Rate Trend | Shows historical trend of Revenue Line Win Rate and Conversion Rate and by Sales Stage. | CX - Opportunity Revenue Line Snapshot |
| Top 20 Accounts | Shows Top 20 Accounts based on Open and Won Revenue and also provides a breakdown of Won Revenue by Account and Product and Account and Territory. | CX - Opportunity Revenue Line |
| Team All - Stars | Lists Sales resources or Credit Recovers with highest number of wins and deal sizes. | CX - Opportunity Revenue Line |
| Converted Opportunity Pipeline | Shows the summary of the Converted Opportunities (converted from Leads) such as: Converted Opportunity Line Revenue, Average Won Line Revenue, Converted Revenue over Time. | CX - Opportunity Revenue Line |
| Opportunity Days to Close | Shows how long it takes to Close the Opportunities and the comparison with the converted Opportunities closure time and rates. | CX - Opportunity |
| Converted Opportunity Revenue | Shows the Pipeline contributed by Converted Opportunities. | CX - Opportunity |
| Renewal Sales Overview | Shows the summary of the Opportunities created as part of the Renewal selling. | CX - Opportunity Revenue Line |
Quote and Order Capture
| Analyses Detail | Analyses Description | Related Subject Areas |
|---|---|---|
| Opportunity Quotes | Shows the summary of the Opportunity Quotes raised, statuses by their Owners, Quotes raised over time period etc. | CX - Opportunity Quote |
| Quote Cycle Time | Provides insight on the time it takes when an Opportunity moves to Quote, Quote to Order Placed and Contract start time. | CX - Opportunity Quote |
| Quote Contract Value | Shows summary of the Quote Contract value and details such as Contract value by Owner, by Opportunity name etc. | CX - Opportunity Quote |
| Quote Revenue | Shows the summary of the Quote Revenue and how it's split into Recurring, Non-Recurring, Usage based revenue and related details. | CX - Opportunity Quote |
| Opportunity Quote Lines | Shows the summary of Opportunity Quote Lines, the Contract Value, and the discount offered. | CX - Opportunity Quote Line |
| Opportunity Quotes - Trends | Shows the trend of Quote generation, Won Quote Line, Discount %, and the Cycle time. | CX - Opportunity Quote |
Service Request Management
| Analyses Detail | Analyses Description | Related Subject Areas |
|---|---|---|
| SR Overview | Shows the summary of the Service Requests such as - Total SRs, Critical SRs, SRs pending agent Action, SRs by time etc. | CX - Service Request |
| Critical SRs | Shows the summary information for Critical SRs such as Critical SRs in various statuses, by Assigne and Customers etc. | CX - Service Request |
| Critical SR Details | Provides the details of the Critical SRs by Sales Account and related details. | CX - Service Request |
| Agent Performance Details | Provides insights on how the Service Agents performance is, such as the Resolved SRs, Average time to resolve etc. | CX - Service Request |
| SR Resolution | Shows the summary of the Resolved SRs, time it took to resolve them by month, by severity etc. | CX - Service Request |
| SRs by Channel | Shows the summary of SRs by different Channels that were used for the SRs. | CX - Service Request |
| SRs by Service Category | Shows the summary of SRs by Service Category for which the SRs were raised. | CX - Service Request |
Prebuilt KPIs
KPIs are measurements that define and track specific business goals and objectives that often roll up into larger organizational strategies that require monitoring, improvement, and evaluation.
KPIs can be used as an analysis in cards and decks to allow a user to view KPI performance and drill into the details to understand why a KPI value may be off the target. KPIs can also be used to automatically trigger alerts to specific users when KPI target values reach critical status levels. Only analytic currency metrics are used in the prebuilt KPIs.
Activity Management
| KPI Name | KPI Description | Related Subject Areas |
|---|---|---|
| Number of Activities | Number of Activities | CX - Activity |
| New Activities | Activities created in the last 7 days | CX - Activity |
| Activity Rate - Won Opportunities | Average Number of Activities for Won Opportunities. | CX - Opportunity Activity |
| Task Rate - Won Opportunities | Average Number of Tasks Created for Won Opportunities. | CX - Opportunity Activity |
| Appointment Rate - Won Opportunities | Average Number of Appointments Created for Won Opportunities. | CX - Opportunity Activity |
| Meeting Rate for Won Opportunities | Average Number of Meetings for Won Opportunities | CX - Opportunity Activity |
| Demo Rate Won Opportunities | Average Number of Demos for Won Opportunities | CX - Opportunity Activity |
| Average Number of Activities Per Team Member For Won Opportunities | Average Number of Activities Per Team Member For Won Opportunities | CX - Opportunity Activity |
| Average Number of Activities Per Team Member For Lost Opportunities | Average Number of Activities Per Team Member For Lost Opportunities | CX - Opportunity Activity |
| Activity Rate for Open Opportunities | Average Number of Activities for currently open Opportunities | CX - Opportunity Activity |
| Number of Customer facing tasks for Won Opportunities | Number of tasks of type - Call, Chat, Demo, Meeting, Email for Won Opportunities | CX - Opportunity Activity |
| Number of Customer facing tasks for Lost Opportunities | Number of tasks of type - Call, Chat, Demo, Meeting, Email for Lost Opportunities | CX - Opportunity Activity |
| Activity Duration For Completed Activities | Average Activity Duration For Completed Activities | CX - Activity |
| Opportunity Activities Rate | Average Number of Activities Per Opportunity | CX - Opportunity Activity |
| Lead Activities Rate | Average Number of Activities Per Lead | CX - Lead Activity |
| Team Member Activity Rate | Average Number of Activities Per Team Member | CX - Activity |
Lead Management
| KPI Name | KPI Description | Related Subject Areas |
|---|---|---|
| Number of Leads | Number of Leads Created in the reporting period | CX - Leads |
| Lead Qualification Rate (%) | Number of Leads qualified expressed as a percentage of the total number of Leads created | CX - Leads |
| Lead Conversion Rate (%) | Number of Leads converted expressed as a percentage of the total number of Leads created | CX - Leads |
| Lead Rejection Rate (%) | Number of Leads rejected expressed as a percentage of the total number of Leads created | CX - Leads |
| Average Lead Age | Average number of Days the lead is open before it is converted or rejected or retired | CX - Leads |
| Lead Qualification to Conversion Velocity | Average number of Days before the qualified lead is converted | CX - Leads |
| Number of Qualified Expired Leads | Number of Qualified Expired Leads | CX - Leads |
| Won Revenue By Lead Channel | Won Opportunity Revenue Generated from Leads based on their Lead Channel | CX - Leads |
| Accounts - Leads | Accounts with highest number of open Leads | CX - Leads |
| Opportunity Pipeline Split - Sales vs Marketing | Number of Open Opportunities by Sales Stage for Opportunities generated from Sales vs Marketing | CX - Leads |
| New Leads | New Leads Created (based on Lead Creation Date) | CX - Leads |
| Lead to Opportunity Velocity | Average number of days taken from the day Lead is created to the day it is converted | CX - Leads |
Marketing Campaigns
| KPI Name | KPI Description | Related Subject Areas |
|---|---|---|
| Campaign Attributed Leads | Number of Leads generated from Marketing Campaigns | CX - Campaign Members |
| Campaign Attributed Opportunities | Number of Opportunities generated from Marketing Campaigns (Last Touch Model) | CX - Campaign Opportunity Revenue Line |
| Campaign Attributed Pipeline | Pipeline Revenue Contribution from Campaign attributable Opportunities (Last Touch Model) | CX - Campaign Opportunity Revenue Line |
| Campaign Attributed Won Revenue | The total revenue attributed to a campaign for all Opportunities with an Closed Won status | CX - Campaign Opportunity Revenue Line |
| Campaign ROI | Campaign Return on Investment based on Campaign Actual Cost and Campaign Attributable Revenue | CX - Campaign Opportunity Revenue Line |
| Campaign Responses | Number of Responses for each Campaign | CX - Campaign Member |
| Campaign Actual Vs Budgeted Cost | Ratio of Actual cost / Budgeted Cost for every campaign | CX - Campaign Opportunity Revenue Line |
| Campaign Attributed Won Opportunity Revenue Lines | Number of Won Opportunity Revenue Lines from Opportunities attributable to a Campaign | CX - Campaign Opportunity Revenue Line |
| Campaign Attributed Lost Opportunity Revenue Lines | Number of Lost Opportunity Revenue Lines from Opportunities attributable to a Campaign | CX - Campaign Opportunity Revenue Line |
| Campaign Attributed Open Opportunity Revenue Lines | Number of Open Opportunity Revenue Lines from Opportunities attributable to a Campaign | CX - Campaign Opportunity Revenue Line |
| Cost Per Opportunity Revenue Line | Ratio of Campaign Actual Cost and Number of Opportunity Revenue Lines | CX - Campaign Opportunity Revenue Line |
| Cost Per Won Opportunity Revenue Line | Ratio of Campaign Actual Cost and Number of Won Opportunity Revenue Lines | CX - Campaign Opportunity Revenue Line |
| Cost Per Won Revenue | Ratio of Campaign Actual Cost and Won Opportunity Line Revenue | CX - Campaign Opportunity Revenue Line |
| Cost Per Attributed Revenue | Ratio of Campaign Actual Cost and Total Attributable Opportunity Line Revenue | CX - Campaign Opportunity Revenue Line |
| Top Campaigns | Top Campaigns with highest Won Revenue | CX - Campaign Opportunity Revenue Line |
| Campaign Engaged Contacts | Number of Contacts Targeted By Campaigns | CX - Campaign Member |
| Campaign Targeted Accounts | Number of Accounts Targeted By Campaigns | CX - Campaign Opportunity Revenue Line |
Sales
| KPI Name | KPI Description | Related Subject Areas |
|---|---|---|
| Won Sales | Total Sales Revenue For the Period where Opportunity Status Category= 'WON'. | CX - Opportunity Revenue Line |
| Lost Sales | Total Sales Revenue For the Period where Opportunity Status Category= 'LOST'. | CX - Opportunity Revenue Line |
| Sales Pipeline | Total Revenue of opportunity Revenue Lines with an ‘Open’ status category | CX - Opportunity Revenue Line |
| Weighted Pipeline | Weighted Pipeline measures Sales Revenue based on Opportunity Win Probability percentages assigned to the open Opportunities in the current pipeline | CX - Opportunity Revenue Line |
| Sales Pipeline Velocity | Indicates how quickly deals move through the pipeline and generating revenue. | CX - Opportunity Stage Progression |
| Sales Stage Velocity | Indicates Average time spent in stage before Opportunities move to Closed - Won or Closed - Lost | CX - Opportunity Stage Progression |
| Sales Funnel Leakage | Also known as Stage Drop Off Rates, sales funnel leakage tells you where prospects drop out of your funnel at the greatest rates. | CX - Opportunity Revenue Line |
| Sales Stage Progression | Shows how quickly Opportunities are moving through the Sales Stages | CX - Opportunity Stage Progression |
| Average Deal Size | Closed opportunity line revenue averaged over number of revenue lines. | CX - Opportunity Revenue Line |
| Win Rate % | The rate in which Opportunity revenue lines are being Closed - Won. | CX - Opportunity Revenue Line |
| Deals At Risk | Top 'N' open Opportunities (by Revenue) with Win Probability of <= 50% | CX - Opportunity Revenue Line |
| Revenue From Accounts | List of Top Accounts by Won Revenue for the reporting period | CX - Opportunity Revenue Line |
| Team All-Stars | Displays details of Primary Resources with Top 10 wins by Revenue for the time period | CX - Opportunity Revenue Line |
| Number of Leads | Number of Leads Created in the reporting period | CX - Leads |
| Lead Qualification Rate (%) | Number of Leads qualified expressed as a percentage of the total number of Leads created | CX - Leads |
| Lead Conversion Rate (%) | Number of Leads converted expressed as a percentage of the total number of Leads created | CX - Leads |
| Lead Rejection Rate (%) | Number of Leads rejected expressed as a percentage of the total number of Leads created | CX - Leads |
| Average Lead Age | Average number of Days the lead is open before it is converted or rejected or retired | CX - Leads |
| Lead Qualification to Conversion Velocity | Average number of Days before the qualified lead is converted | CX - Leads |
| Number of Qualified Expired Leads | Number of Qualified Expired Leads | CX - Leads |
| Won Revenue By Lead Channel | Won Opportunity Revenue Generated from Leads based on their Lead Channel | CX - Leads |
| Accounts - Leads | Accounts with highest number of open Leads | CX - Leads |
| Opportunity Pipeline Split - Sales vs Marketing | Number of Open Opportunities by Sales Stage for Opportunities generated from Sales vs Marketing | CX - Leads |
| New Leads | New Leads Created (based on Lead Creation Date) | CX - Leads |
| Lead to Opportunity Velocity | Average number of days taken from the day Lead is created to the day it is converted | CX - Leads |
| Number of Activities | Number of Activities | CX - Activity |
| New Activities | Activities created in the last 7 days | CX - Activity |
| Activity Rate - Won Opportunities | Average Number of Activities for Won Opportunities. | CX - Opportunity Activity |
| Task Rate - Won Opportunities | Average Number of Tasks Created for Won Opportunities. | CX - Opportunity Activity |
| Appointment Rate - Won Opportunities | Average Number of Appointments Created for Won Opportunities. | CX - Opportunity Activity |
| Meeting Rate for Won Opportunities | Average Number of Meetings for Won Opportunities | CX - Opportunity Activity |
| Demo Rate Won Opportunities | Average Number of Demos for Won Opportunities | CX - Opportunity Activity |
| Average Number of Activities Per Team Member For Won Opportunities | Average Number of Activities Per Team Member For Won Opportunities | CX - Opportunity Activity |
| Average Number of Activities Per Team Member For Lost Opportunities | Average Number of Activities Per Team Member For Lost Opportunities | CX - Opportunity Activity |
| Activity Rate for Open Opportunities | Average Number of Activities for currently open Opportunities | CX - Opportunity Activity |
| Number of Customer facing tasks for Won Opportunities | Number of tasks of type - Call, Chat, Demo, Meeting, Email for Won Opportunities | CX - Opportunity Activity |
| Number of Customer facing tasks for Lost Opportunities | Number of tasks of type - Call, Chat, Demo, Meeting, Email for Lost Opportunities | CX - Opportunity Activity |
| Activity Duration For Completed Activities | Average Activity Duration For Completed Activities | CX - Activity |
| Opportunity Activities Rate | Average Number of Activities Per Opportunity | CX - Opportunity Activity |
| Lead Activities Rate | Average Number of Activities Per Lead | CX - Lead Activity |
| Team Member Activity Rate | Average Number of Activities Per Team Member | CX - Activity |
Sales & Marketing
| KPI Name | KPI Description | Related Subject Areas |
|---|---|---|
| Campaign Attributed Leads | Number of Leads generated from Marketing Campaigns | CX - Campaign Members |
| Campaign Attributed Opportunities | Number of Opportunities generated from Marketing Campaigns (Last Touch Model) | CX - Campaign Opportunity Revenue Line |
| Campaign Attributed Pipeline | Pipeline Revenue Contribution from Campaign attributable Opportunities (Last Touch Model) | CX - Campaign Opportunity Revenue Line |
| Campaign Attributed Won Revenue | The total revenue attributed to a campaign for all Opportunities with an Closed Won status | CX - Campaign Opportunity Revenue Line |
| Campaign ROI | Campaign Return on Investment based on Campaign Actual Cost and Campaign Attributable Revenue | CX - Campaign Opportunity Revenue Line |
| Campaign Responses | Number of Responses for each Campaign | CX - Campaign Member |
| Campaign Actual Vs Budgeted Cost | Ratio of Actual cost / Budgeted Cost for every campaign | CX - Campaign Opportunity Revenue Line |
| Campaign Attributed Won Opportunity Revenue Lines | Number of Won Opportunity Revenue Lines from Opportunities attributable to a Campaign | CX - Campaign Opportunity Revenue Line |
| Campaign Attributed Lost Opportunity Revenue Lines | Number of Lost Opportunity Revenue Lines from Opportunities attributable to a Campaign | CX - Campaign Opportunity Revenue Line |
| Campaign Attributed Open Opportunity Revenue Lines | Number of Open Opportunity Revenue Lines from Opportunities attributable to a Campaign | CX - Campaign Opportunity Revenue Line |
| Cost Per Opportunity Revenue Line | Ratio of Campaign Actual Cost and Number of Opportunity Revenue Lines | CX - Campaign Opportunity Revenue Line |
| Cost Per Won Opportunity Revenue Line | Ratio of Campaign Actual Cost and Number of Won Opportunity Revenue Lines | CX - Campaign Opportunity Revenue Line |
| Cost Per Won Revenue | Ratio of Campaign Actual Cost and Won Opportunity Line Revenue | CX - Campaign Opportunity Revenue Line |
| Cost Per Attributed Revenue | Ratio of Campaign Actual Cost and Total Attributable Opportunity Line Revenue | CX - Campaign Opportunity Revenue Line |
| Top Campaigns | Top Campaigns with highest Won Revenue | CX - Campaign Opportunity Revenue Line |
| Campaign Engaged Contacts | Number of Contacts Targeted By Campaigns | CX - Campaign Member |
| Campaign Targeted Accounts | Number of Accounts Targeted By Campaigns | CX - Campaign Opportunity Revenue Line |
Opportunity Management
| KPI Name | KPI Description | Related Subject Areas |
|---|---|---|
| Won Sales | Total Sales Revenue For the Period where Opportunity Status Category= 'WON'. | CX - Opportunity Revenue Line |
| Lost Sales | Total Sales Revenue For the Period where Opportunity Status Category= 'LOST'. | CX - Opportunity Revenue Line |
| Sales Pipeline | Total Revenue of opportunity Revenue Lines with an ‘Open’ status category | CX - Opportunity Revenue Line |
| Weighted Pipeline | Weighted Pipeline measures Sales Revenue based on Opportunity Win Probability percentages assigned to the open Opportunities in the current pipeline | CX - Opportunity Revenue Line |
| Sales Pipeline Velocity | Indicates how quickly deals move through the pipeline and generating revenue. | CX - Opportunity Revenue Line |
| Sales Stage Velocity | Indicates Average time spent in stage before Opportunities move to Closed - Won or Closed - Lost | CX - Opportunity Stage Progression |
| Sales Funnel Leakage | Also known as Stage Drop Off Rates, sales funnel leakage tells you where prospects drop out of your funnel at the greatest rates. | CX - Opportunity Revenue Line |
| Sales Stage Progression | Shows how quickly Opportunities are moving through the Sales Stages | CX - Opportunity Stage Progression |
| Average Deal Size | Closed opportunity line revenue averaged over number of revenue lines. | CX - Opportunity Revenue Line |
| Win Rate % | The rate in which Opportunity revenue lines are being Closed - Won. | CX - Opportunity Revenue Line |
| Deals At Risk | Top 'N' open Opportunities (by Revenue) with Win Probability of <= 50% | CX - Opportunity Revenue Line |
| Revenue From Accounts | List of Top Accounts by Won Revenue for the reporting period | CX - Opportunity Revenue Line |
| Team All-Stars | Displays details of Primary Resources with Top 10 wins by Revenue for the time period | CX - Opportunity Revenue Line |
| Opportunity Line Type | Shows Opportunity Revenue Lines by Type | CX - Opportunity Revenue Line |
| Revenue Type | Shows Renewal Revenue by type (Recurring, Non-Recurring, Usage) | CX - Opportunity Revenue Line |
| Renewal Pipeline | Shows all the Open Renewal Opportunities | CX - Opportunity Revenue Line |
| Renewal Revenue | Shows the Renewal Pipeline Amount | CX - Opportunity Revenue Line |
| Renewal Pipeline % | Shows the Renewal Pipeline Revenue of the total Opportunity Revenue | CX - Opportunity Revenue Line |
| Won Renewal Revenue | Shows the Won Renewal Pipeline Revenue | CX - Opportunity Revenue Line |
| Renewal Opportunities Win Rate | Shows the rate of winning Renewal Opportunities | CX - Opportunity Revenue Line |
| Lost Renewal Revenue | Shows the Renewal Pipeline Revenue that is Lost | CX - Opportunity Revenue Line |
| Lead Conversion | Won and Lost Opportunities from Converted Leads | CX - Opportunity |
| Opportunities from Leads (%) | % of Opportunities of the total, from the converted Leads | CX - Opportunity |
| Average Converted Opportunity Line Revenue | Average Opportunity Line Revenue of the Opportunities converted from Leads | CX - Opportunity Revenue Line |
| Line Revenue from Converted Leads | Open Opportunities Line revenue from converted leads | CX - Opportunity Revenue Line |
| Lead Generated Pipeline | # of Open Opportunities by Sales Stage for Opportunities generated from leads vs from non-leads | CX - Opportunity |
| Days to Close Converted Leads | Average of (Opportunity Close Date - Opportunity Creation Date) for opportunities converted from Leads | CX - Opportunity |
Quote and Order Capture
| KPI Name | KPI Description | Related Subject Areas |
|---|---|---|
| Active Quotes | Number of Active Quotes created | CX - Opportunity Quote |
| Average Quotes for Won Opportunities | Average Number of Quotes for Won Opportunities | CX - Opportunity Quote |
| Quote Cycle Time | Total elapsed time from Quote-to-Order | CX - Opportunity Quote |
| Quote Conversion Rate | Number of Closed as a percentage of Active Quotes | CX - Opportunity Quote |
| Average Contract Value | Average Contract Value | CX - Opportunity Quote |
| Opportunity to Quote Velocity | Opportunity to Quote Cycle Time | CX - Opportunity Quote |
| Average Recurring Revenue | Average Recurring Revenue | CX - Opportunity Quote |
| Active Quote Win Rate | Number of Won Quotes as a percentage of Closed Quotes | CX - Opportunity Quote |
| Number of Quotes Lines | Number of Quote Lines created | CX - Opportunity Quote Line |
| Number of Active Quotes with Lines | Number of Active Quotes with Quote Lines | CX - Opportunity Quote Line |
| Contract Line Value | Total Contract Line Value for Active Quotes | CX - Opportunity Quote Line |
| Average Contract Line Value | Average Contract Quote Line Value | CX - Opportunity Quote Line |
| Quote Line Conversion Rate | Number of Quote Lines Converted | CX - Opportunity Quote Line |
| Average Quote Line Cycle Time | Average elapsed time from Quote Line-to-Order | CX - Opportunity Quote Line |
| Number of Quoted Opportunities | Number of Quoted Opportunities | CX - Opportunity |
Service Request Management
| KPI Name | KPI Description | Related Subject Areas |
|---|---|---|
| Service Requests by Status | CX Service Request | CX - Service Request |
| SR Backlog Rate (%) | % of Open SRs relative to the total SR's by age category | CX - Service Request |
| Escalation (Critical SR's) | Number of SRs that are marked Critical | CX - Service Request |
| SR Resolution (%) | Number of SRs in Resolved Status | CX - Service Request |
| Agent Performance | Average Time to Resolve (Days) by Service Agents | CX - Service Request |
| SRs by Service Category | Number of Open SRs by Service Category | CX - Service Request |
| SRs by Channel | Number of Open SRs by Channel | CX - Service Request |
| Top 10 Customers (With Active SRs) | Top 10 Customers with Most Active Open SRs | CX - Service Request |
Prebuilt Decks and Cards
A deck is a top-level object for executive consumption with multiple KPI cards added to a deck. Each deck contains up to 8 cards. A card is a visual presentation of a KPI with a drill-down capability to Data Visualization content.
Prebuilt Decks and Cards
| Deck Name | Deck Description |
|---|---|
| Sales Pipeline | The Sales Pipeline deck contains Seven KPIs for measuring the overall health of the sales pipeline. |
| Win-Loss Analysis | The Win-Loss Analysis deck contains Six KPIs that provides insights and metrics on Opportunity outcomes (Won and Lost) and the related opportunity revenue figures. |
| Sales Activity | The Sales Activity deck contains eight KPIs that provides insights on Sales Activities performed in the current quarter and how they relate to Opportunity outcomes (Won and Lost). |
| Leads | The Leads deck provides Eight KPIs for tracking important lead metrics including those related to Lead conversions and Lead qualifications. |
| Campaign Effectiveness | The Campaign Effectiveness Deck includes Eight KPIs that helps Marketing and Sales users measure Campaign ROI metrics and important conversion metrics as part of Campaign to Opportunity process flow. |
| Opportunity Quotes | The Opportunity Quote deck includes KPIs that helps Sales users get an insight on the Quotes created in the system and the contract value and cycle times associated. |
| SR Management | The SR Management deck includes KPIs that helps Service Managers and Reps to get an overview of the SRs raised in the system, and what's the rate, escalations and how is it being handled by the Agents. |
| Lead Conversion | The Lead Conversion deck includes KPIs that provide insight on the Leads that are getting Converted to Opportunities, the rate of conversion, their contribution to overall Opportunities, and their performance in terms of revenue closure and time to close the Opportunities. |
| Renewal Sales | The Renewal Sales deck includes KPIs that provide insights and metrics on the Renewal Opportunity Pipeline and the related revenue figures and their won rate. |