CX - Opportunity Activity
This table describes the Opportunity Activity Metrics.
| Metric | Metric Definition |
|---|---|
| # of Completed Opportunity Activities | The total Completed Activities associated Opportunities (Activity Status = Complete) |
| # of Expired Opportunity Activities | The total Expired Activities associated to Opportunities (Activity Status not equal to Complete/Cancelled & Current Date > Activity Due Date) |
| # of Open Opportunity Activities | The total Open Activities associated to Opportunities (Activity Status not equal to Complete/Cancelled) |
| # of Opportunity Activities | The total Activities associated to Opportunities |
| # of Opportunity Appointments | The total Tasks associated to Appointments (Activity function = Appointments) |
| # of Opportunity Call Reports | The total Tasks associated to Call Reports (Activity function = Call Reports) |
| # of Opportunity Tasks | The total Tasks associated to Opportunities (Activity function = Task) |
| Activity Rate - Lost Opportunities | The rate of Activities for Lost Opportunities. This metric is computed as follows: 100 * # of Activities for Lost Opportunities/# of Lost Opportunities |
| Activity Rate - No Sale Opportunities | The rate of Activities for No Sale Opportunities. This metric is computed as follows: 100 * # of Activities for No Sale Opportunities/# of No Sale Opportunities |
| Activity Rate - Open Opportunities | The rate of Activities for Open Opportunities. This metric is computed as follows: 100 * # of Activities for Open Opportunities/# of Open Opportunities |
| Activity Rate - Opportunities | The rate of Activities for Opportunities. This metric is computed as follows: 100 * # of Opportunity Activities/# of Opportunities |
| Activity Rate - Won Opportunities | The rate of Activities for Won Opportunities. This metric is computed as follows: 100 * # of Activities for Won Opportunities/# of Won Opportunities |
| Appointment Rate - Lost Opportunities | The rate of Appointments for Lost Opportunities. This metric is computed as follows: 100 * # of Appointments for Lost Opportunities/# of Lost Opportunities |
| Appointment Rate - No Sale Opportunities | The rate of Appointments for No Sale Opportunities. This metric is computed as follows: 100 * # of Appointments for No Sale Opportunities/# of No Sale Opportunities |
| Appointment Rate - Open Opportunities | The rate of Appointments for Open Opportunities. This metric is computed as follows: 100 * # of Appointments for Open Opportunities/# of Open Opportunities |
| Appointment Rate - Won Opportunities | The rate of Appointments for Won Opportunities. This metric is computed as follows: 100 * # of Appointments for Won Opportunities/# of Won Opportunities |
| Average Activity Duration for Completed Activities | The average time taken to complete an activity. This metric is computed as follows: Activity duration for completed activity/# of Completed Activities |
| Average Activity Duration For Open Activities | The average time of an activity. This metric is computed as follows: Activity duration for Activities not in Cancelled or Complete status/# of Activities not in Cancelled or Complete status |
| Average Number of Calls for Lost Opportunities | The average number of Calls for Lost Opportunities. This metric is computed as follows: # of Activities of type code = Calls for Lost Opportunities/# of Lost Opportunities |
| Average Number of Calls for Won Opportunities | The average number of Calls for Won Opportunities. This metric is computed as follows: # of Activities of type code = Calls for Won Opportunities/# of Won Opportunities |
| Average Number of Demos for Lost Opportunities | The average number of Demos for Lost Opportunities. This metric is computed as follows: # of Activities of type code = Demos for Lost Opportunities/# of Lost Opportunities |
| Average Number of Demos for Won Opportunities | The average number of Demos for Won Opportunities. This metric is computed as follows: # of Activities of type code = Demos for Won Opportunities/# of Won Opportunities |
| Average Number of Emails Sent for Lost Opportunities | The average number of Emails sent for Lost Opportunities. This metric is computed as follows: # of Activities of type code = Email for Lost Opportunities/# of Lost Opportunities |
| Average Number of Emails Sent for Won Opportunities | The average number of Emails sent for Won Opportunities. This metric is computed as follows: # of Activities of type code = Email for Won Opportunities/# of Won Opportunities |
| Average Number of Meetings for Lost Opportunities | The average number of Meetings for Lost Opportunities. This metric is computed as follows: # of Activities of type code = Meetings for Lost Opportunities/# of Lost Opportunities |
| Average Number of Meetings for Won Opportunities | The average number of Meetings for Won Opportunities. This metric is computed as follows: # of Activities of type code = Meetings for Won Opportunities/# of Won Opportunities |
| Average Number of Opportunity Activities Per Team Member | The average number of Opportunity Activities per Team member |
| Call Report Rate - Lost Opportunities | The rate of Call Reports for Lost Opportunities. This metric is computed as follows: 100 * # of Call Reports for Lost Opportunities/# of Lost Opportunities |
| Call Report Rate - No Sale Opportunities | The rate of Call Reports for No Sale Opportunities. This metric is computed as follows: 100 * # of Call Reports for No Sale Opportunities/# of No Sale Opportunities |
| Call Report Rate - Open Opportunities | The rate of Call Reports for Open Opportunities. This metric is computed as follows: 100 * # of Call Reports for Open Opportunities/# of Open Opportunities |
| Call Report Rate - Won Opportunities | The rate of Call Reports for Won Opportunities. This metric is computed as follows: 100 * # of Call Reports for Won Opportunities/# of Won Opportunities |
| Task Rate - Lost Opportunities | The rate of Tasks for Lost Opportunities. This metric is computed as follows: 100 * # of Tasks for Lost Opportunities/# of Lost Opportunities |
| Task Rate - No Sale Opportunities | The rate of Tasks for No Sale Opportunities. This metric is computed as follows: 100 * # of Tasks for No Sale Opportunities/# of No Sale Opportunities |
| Task Rate - Open Opportunities | The rate of Tasks for Open Opportunities. This metric is computed as follows: 100 * # of Tasks for Open Opportunities/# of Open Opportunities |
| Task Rate - Won Opportunities | The rate of Tasks for Won Opportunities. This metric is computed as follows: 100 * # of Tasks for Won Opportunities/# of Won Opportunities |