| SF Average Deal Size |
Provides a breakdown of average deal size by sales stage,
Opportunity owner, Territory owner, and product/group. |
SF - Opportunity, SF - Opportunity Line Item |
| SF Average Deal Size - Trend Analysis |
Shows the trend of Average deal size by Territory and by
Product, and how the metric has evolved historically. |
SF - Opportunity Historical Trend |
| SF Lost Sales |
Shows lost Opportunities by Amount and by lost quarter.
It also includes key conversion metrics such as revenue loss rate
percentage. |
SF - Opportunity Historical Trend, SF -
Opportunity |
| SF Sales Cycle Analysis |
Provides insights into bottle necks in the sales cycle,
and in which stages Opportunities are spending the most amount of
time. |
SF - Opportunity Stage Progression |
| SF Sales Funnel Leakage |
Shows the stage from which Opportunities are moving to
closed from lost and how they compare to those that are moving from
closed to won. |
SF - Opportunity |
| SF Sales Pipeline - Pipeline Shape |
Provides a visual breakdown of Open Opportunity pipeline
revenue by different stages and trend of the Open Opportunity pipeline
revenue from last six Fiscal periods. |
SF - Opportunity Historical Trend |
| SF Sales Pipeline - Pipeline Trend YoY |
Shows historical trends of Open Opportunity revenue based
on historical snapshots. |
SF - Opportunity Historical Trend |
| SF Sales Pipeline - Sales Review |
Provides a visual summary of Open Opportunities and their
revenue numbers by close date and stage. |
SF - Opportunity |
| SF Sales Pipeline Velocity |
Shows the Sales Pipeline Velocity for different quarters
and the number of days spent in stage by Opportunities broken down by
Opportunity status and Opportunity owner. |
SF - Opportunity Historical Trend, |
| SF Sales Stage Progression |
Shows the movement of Opportunities through the stages in
terms of total amounts and percentages. |
SF - Opportunity Stage Progression, SF - Opportunity
Historical Trend |
| SF Sales Stage Velocity |
Provides insights into how quickly Opportunities are
moving through the sales funnel, as well as insights relative to their
outcomes (won or lost). |
SF - Opportunity Stage Progression |
| SF Stalled Opportunities |
Provides a list of stalled Opportunities in the system
broken down by stage. Only those Opportunities with a more than 50% win
probability are considered in the visualization. |
SF - Opportunity Stage Progression |
| SF Team All - Stars |
Lists Sales resources or Opportunity owners with the
highest number of wins and deal sizes. |
SF - Opportunity |
| SF Top 20 Accounts |
Shows the top 20 Accounts based on open and won revenue
It also provides a breakdown of won revenue by Account and product, as
well as Account and territory. |
SF - Opportunity |
| SF 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. |
SF - Opportunity |
| SF Weighted Pipeline - Detail |
Compares the open pipeline with the weighted pipeline by
sales stage and closing quarter. |
SF - Opportunity |
| SF Weighted Pipeline - Trend |
Shows trends of the weighted pipeline based on the
snapshot period, and also a projection over the next 3 months. |
SF - Opportunity |
| SF Win - Loss Analysis |
Shows won and lost Revenue by different quarters and a
historical trend over the last 6 quarters. It also shows the won revenue
by top 10 territories and products. |
SF - Opportunity Historical Trend, SF - Opportunity, SF -
Opportunity Line Item |
| SF Win Rate and Conversion Rate Analysis |
Shows the Win rate and Conversion rate percentages and
sales stage. |
SF - Opportunity |
| SF Win Rate and Conversion Rate Trend |
Shows the historical trend of Win rate and Conversion
rate by Opportunity stage. |
SF - Opportunity |
| SF Won Sales |
Shows key metrics related to won sales such as Won
Opportunity Amount and Number of Won Opportunities, win rate, and
conversion rate. It also shows how won Opportunities compares to open
and lost Opportunities during the same time period. |
SF - Opportunity Historical Trend, SF -
Opportunity |