Customer Relationship Management
| Business Metric Name | Business Metric Description | Related Subject Areas |
|---|---|---|
| Average Deal Size | Describes the closed opportunity line revenue. | SF - Opportunity |
| Deals At Risk | Describes the top 'N' open opportunities (by revenue) with a win probablity of <= 50%. | SF - Opportunity |
| Lost Sales | Describes the total sales revenue for the period where opportunity status = closed / lost. | SF - Opportunity |
| Open Pipeline | Describes the total revenue of opportunity revenue lines with an open status category. | SF - Opportunity |
| Opportunity Progression | Shows how quickly opportunities are moving through the sales stages. | SF - Opportunity Stage Progression |
| Revenue from Accounts | Lists the top accounts by won revenue for the reporting period. | SF - Opportunity |
| Sales Funnel Leakage | Also known as stage drop off rates, the sales funnel leakage tells you where prospects drop out of your funnel at the greatest rates. | SF - Opportunity |
| Sales Pipeline Velocity | Shows how quickly deals move through the pipeline and generate revenue. | SF - Opportunity Stage Progression |
| Stage to Close Velocity | Shows the average time spent in a stage before opportunities move to closed - won or closed - lost. | SF - Opportunity Stage Progression |
| Team All-Stars | Displays details of Opportunity Owners with the top 10 wins by revenue for the time period. | SF - Opportunity |
| Weighted Pipeline | Describes the weighted pipeline measures sales revenue based on the opportunity win probablity percentages assigned to the open opportunities in the current pipeline. | SF - Opportunity |
| Win Rate (%) | Describes the rate in which opportunity is being closed - won. | SF - Opportunity |
| Won Sales | Describes the total sales revenue for the period where opportunity status = closed / won. | SF - Opportunity |