CX - Opportunity Revenue Line
Description
This subject area provides information on all the Opportunity Revenue Lines created in the application, and the associated Account, Opportunity Owner, Lead, Campaign, Contact, Competitor, and Partner._x000D_
The associated objects refer to the primary association only e.g. Primary Contact, Primary Partner, Primary Competitor.
Business Questions
This subject area can answer the following business questions:
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How do wins and losses trend quarterly for a specific product line?
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How is each member on the team performing on deal size, account coverage, and win rate?
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What are the top 10 open opportunities? What are the target close dates for these?
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What are the top 10 products by revenue during the past quarter or year?
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What are the top stalled opportunities by revenue line and who are the sales reps working on these?
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What is the open/closed revenue for each of the product groups in the selected geography?
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What is the revenue lost to competition for a specific product or product group?
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What is the value trend of high value opportunities? Do they show a positive or negative trend?
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What products are often lost to key competitors? Is there a pattern?
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Who are the top competitors and what is the revenue exposure to them?
Job Roles
The following job roles secure access to this subject area:
Duty Roles
The following duty roles secure access to this subject area:
Primary Navigation
Navigator > Sales - Opportunities
Time Reporting
This subject area supports historic analysis/time-based reporting of Opportunity Revenue Lines based on the Opportunity Revenue Line Close date or its Expected Close date.
Time dimension is linked to There are multiple role-playing time dimensions that are anchored to the following dates: 1. Opportunity Revenue Line Expected Close Date 2. Opportunity Revenue Line Actual Close Date 3. Lead Created Date 4. Lead Converted Date 5. Lead Retired Date.
Transactional Grain
This subject area returns data at the grain of the Opportunity Revenue level.
Special Considerations
None.