CX - Opportunity
This table describes the Opportunity Metrics.
| Metric | Metric Definition |
|---|---|
| # of Accounts with Won Opportunities | The total Accounts with Won Opportunities |
| # of Competitive Lost Opportunities | The total Lost Opportunities with atleast one Competitor |
| # of Competitive No Sale Opportunities | The total No Sale Opportunities with atleast one Competitor |
| # of Competitive Open Opportunities | The total Open Opportunities with atleast one Competitor |
| # of Competitive Opportunities | The total Opportunities with atleast one Competitor |
| # of Competitive Won Opportunities | The total Won Opportunities with atleast one Competitor |
| # of Converted Lost Opportunities | The total Lost Opportunities which were created by converting the Leads. |
| # of Converted Open Opportunities | The total Open Opportunities which were created by converting the Leads. |
| # of Converted Opportunities | The total Opportunities which were created by converting the Leads. |
| # of Converted Won Opportunities | The total Won Opportunities which were created by converting the Leads. |
| # of Expansion Opportunities | The total Expansion Opportunities (Opportunity Type Code = Expansion) |
| # of Expired Opportunities | The total Expired Opportunities. This metric is computed as follows: Opportunity Status = Open, Current Date > Opportunity Expected Close Date |
| # of Lost Expansion Opportunities | The total Lost Expansion Opportunities (Opportunity Status = Lost and Opportunity Type Code = Expansion) |
| # of Lost New Opportunities | The total Lost New Opportunities (Opportunity Status = Lost and Opportunity Type Code = New) |
| # of Lost Opportunities | The total Lost Opportunities (Opportunity Status = Lost) |
| # of Lost Renewal Opportunities | The total Lost Renewal Opportunities (Opportunity Status = Lost and Opportunity Type Code = Renewal) |
| # of New Opportunities | The total New Opportunities (Opportunity Type Code = New) |
| # of No Sale Expansion Opportunities | The total No Sale Expansion Opportunities (Opportunity Status = No Sale and Opportunity Type Code = Expansion) |
| # of No Sale Opportunities | The total No Sale Opportunities (Opportunity Status = No Sale) |
| # of No Sale Renewal Opportunities | The total No Sale Renewal Opportunities (Opportunity Status = No Sale and Opportunity Type Code = Renewal) |
| # of Open Expansion Opportunities | The total Open Expansion Opportunities (Opportunity Status = Open and Opportunity Type Code = Expansion) |
| # of Open New Opportunities | The total Open New Opportunities (Opportunity Status = Open and Opportunity Type Code = New) |
| # of Open Opportunities | The total Open Opportunities (Opportunity Status = Open) |
| # of Open Renewal Opportunities | The total Open Renewal Opportunities (Opportunity Status = Open and Opportunity Type Code = Renewal) |
| # of Opportunities | The total number of Opportunities |
| # of Renewal Opportunities | The total Renewal Opportunities (Opportunity Type Code = Renewal) |
| # of Unconverted Closed Opportunities | The total Closed Opportunities which were not created by converting the Leads. |
| # of Unconverted Opportunities | The total Opportunities which were not created by converting the Leads. |
| # of Unconverted Won Opportunities | The total Won Opportunities which were not created by converting the Leads. |
| # of Won Expansion Opportunities | The total Won Expansion Opportunities (Opportunity Status = Won and Opportunity Type Code = Expansion) |
| # of Won New Opportunities | The total Won New Opportunities (Opportunity Status = Won and Opportunity Type Code = New) |
| # of Won Opportunities | The total Won Opportunities (Opportunity Status = Won) |
| # of Won Renewal Opportunities | The total Won Renewal Opportunities (Opportunity Status = Won and Opportunity Type Code = Renewal) |
| # of No Sale New Opportunities | The total No Sale New Opportunities (Opportunity Status = No Sale and Opportunity Type Code = New) |
| Average # of Days to Close | Average number of days to Close an Opportunity. This metric is computed as follows: Total days needed to close Opportunities/# of Open Opportunities |
| Average # of Days to Open | Average number of days the Opportunity is Open. This metric is computed as follows: Total days the Opportunity is Open/# of Open Opportunities |
| Average Age of Closed Opportunities | Average Age of Closed Opportunities. This metric is computed as follows: Total Closed Opportunities Age/# of Closed Opportunities |
| Average Age of Converted Opportunity | Average Age of Converted Opportunities. This metric is computed as follows: sum(Opportunity Close Date - Opportunity Creation Date)/# of Converted Closed Opportunities |
| Average Age of Converted Won Opportunity | Average Age of Converted Won Opportunities. This metric is computed as follows: sum(Opportunity Close Date - Opportunity Creation Date)/# of Converted Won Opportunities |
| Average Age of Lost Opportunities | Average Age of Lost Opportunities. This metric is computed as follows: Total Lost Opportunities Age/# of Lost Opportunities |
| Average Age of No Sale Opportunities | Average Age of No Sale Opportunities. This metric is computed as follows: Total No Sale Opportunities Age/number of No Sale Opportunities |
| Average Age of Unconverted Opportunity | Average Age of Uncoverted Opportunities. This metric is computed as follows: sum(Opportunity Close Date - Opportunity Creation Date)/# of Unconverted Closed Opportunities |
| Average Age of Unconverted Won Opportunity | Average Age of Uncoverted Won Opportunities. This metric is computed as follows: sum(Opportunity Close Date - Opportunity Creation Date)/# of Unconverted Won Opportunities |
| Average Age of Won Opportunities | Average Age of Won Opportunities. This metric is computed as follows: Total Won Opportunities Age/# of Won Opportunities |
| Average Opportunity Win Probability | Average probability to Win the Opportunity. This metric is computed as follows: Total win probabilities/# of Opportunities |
| Competitive Loss Rate | Rate of Losing Competitive Opportunities. This metric is computed as follows: 100 * Total Competitive Lost Opportunities/Total Competitive Closed Opportunities |
| Competitor Conversion Rate | Rate of Converting Competitive Opportunities. This metric is computed as follows: 100 * Total Competitive Won Opportunities/Total Competitive Opportunities |
| Competitor Win Rate | Rate of Winning Competitive Opportunities. This metric is computed as follows: 100 * Total Competitive Won Opportunities/Total Competitive Won and Lost Opportunities |
| Conversion Rate | Rate of Converting Opportunities. This metric is computed as follows: 100 * Total Won Opportunities/Total Opportunities |
| Converted Lead Contribution to Closed Opportunities % | The ratio of Converted Closed Opportunities (created from Leads) in all the Closed Opportunities. This metric is computed as follows: (#of Converted Closed Opportunities/# of Closed Opportunities)*100 |
| Converted Lead Contribution to Opportunities % | The ratio of Converted Opportunities (created from Leads) in all the Opportunities. This metric is computed as follows: (#of Converted Opportunities/# of Opportunities)*100 |
| Converted Lead Contribution to Won Opportunities % | The ratio of Converted Won Opportunities (created from Leads) in all the Won Opportunities. This metric is computed as follows: (#of Converted Won Opportunities/# of Won Opportunities)*100 |
| Converted Lead Contribution to Lost Opportunities % | The ratio of Converted Lost Opportunities (created from Leads) in all the Lost Opportunities. This metric is computed as follows: (#of Converted Lost Opportunities/# of Lost Opportunities)*100 |
| Expansion Opportunities Conversion Rate | The Conversion rate of the Expansion Opportunities. This metric is computed as follows: (# of Won Expansion Opportunities/# of Expansion Opportunities) |
| Expansion Opportunities Loss Rate | The Loss rate of the Expansion Opportunities. This metric is computed as follows: (# of Lost Expansion Opportunities/# of Won+Lost Expansion Opportunities) |
| Expansion Opportunities Win Rate | The Win Rate of the Expansion Opportunities. This metric is computed as follows: (# of Won Expansion Opportunities/# of Won+Lost Expansion Opportunities) |
| Loss Rate | Rate of Losing Opportunities. This metric is computed as follows: 100 * Total Lost Opportunities/Total Won and Lost Opportunities |
| New Opportunities Conversion Rate | The Conversion rate of the New Opportunities. This metric is computed as follows: (# of Won New Opportunities/# of New Opportunities) |
| New Opportunities Loss Rate | The Loss rate of the New Opportunities. This metric is computed as follows: (# of Lost New Opportunities/# of Won+Lost New Opportunities) |
| New Opportunities Win Rate | The Win Rate of the New Opportunities. This metric is computed as follows: (# of Won New Opportunities/# of Won+Lost New Opportunities) |
| Ratio of # of lost Opportunities (unconverted) to Converted Lost Opportunities | The ratio of Uncoverted Lost Opportunities to Converted Lost Opportunities. This metric is computed as follows: (# of Lost Opportunities - # of Converted Lost Opportunities) /# of Converted Lost Opportunities |
| Renewal Opportunities Conversion Rate | The Conversion rate of the Renewal Opportunities. This metric is computed as follows: (# of Won Renewal Opportunities/# of renewal Opportunities) |
| Renewal Opportunities Loss Rate | The Loss rate of the Renewal Opportunities. This metric is computed as follows: (# of Lost Renewal Opportunities/# of Won+Lost renewal Opportunities) |
| Renewal Opportunities Win Rate | The Win Rate of the Renewal Opportunities. This metric is computed as follows: (# of Won Renewal Opportunities/# of Won+Lost renewal Opportunities) |
| Win Rate | Rate of Winning Opportunities. This metric is computed as follows: 100 * Total Won Opportunities/Total Won and Lost Opportunities |