CX - Opportunity Revenue Line Snapshot
This table describes the Opportunity Revenue Line Snapshot metrics.
These metrics are used in the Document Currency (DC), CX Currency (CC), and Analytics Currency (AC) fact folders in this subject area. Document Currency is the currency used while entering the data in the application. CX Currency is the currency defined in Oracle CRM. Analytics Currency is the currency defined in the application. Analytics Currency and Exchange Rate Type are configured during product implementation. The Exchange Rate date basis uses the Opportunity Expected Close Date to convert to analytics currency. Metrics in these folders show amounts in their respective currencies.
| Metric | Metric Definition |
|---|---|
| # of Competitive Opportunity Revenue Lines | The total Opportunity Revenue Lines with atleast one Competitor |
| # of Expired Opportunity Revenue Lines | The total Expired Opportunity Revenue Lines with atleast one Competitor |
| # of Lost Competitive Opportunity Revenue Lines | The total Lost Opportunity Revenue Lines with atleast one Competitor |
| # of Lost Opportunity Revenue Lines | The total Lost Opportunity Revenue Lines (Revenue Status = Lost) |
| # of No Sale Competitive Opportunity Revenue Lines | The total No Sale Opportunity Revenue Lines with atleast one Competitor |
| # of No Sale Opportunity Revenue Lines | The total No Sale Opportunity Revenue Lines (Revenue Status = No Sale) |
| # of Open Competitive Opportunity Revenue Lines | The total Open Opportunity Revenue Lines with atleast one Competitor |
| # of Open Opportunity Revenue Lines | The total Open Opportunity Revenue Lines (Revenue Status = Open) |
| # of Opportunity Revenue Lines | The total Opportunity Revenue Lines |
| # of Raw Opportunity Revenue Lines | The total Raw Opportunity Revenue Lines |
| # of Won Competitive Opportunity Revenue Lines | The total Won Opportunity Revenue Lines with atleast one Competitor |
| # of Won Opportunity Revenue Lines | The total Won Opportunity Revenue Lines (Revenue Status = Won) |
| % Change Average Won Opportunity Line Revenue Same Time Last Period | The % change in Average Won Opportunity Line Revenue compared to the Last Period, at this time |
| % Change Average Won Opportunity Line Revenue Same Time Last Quarter | The % change in Average Won Opportunity Line Revenue compared to the Last Quarter, at this time |
| % Change Average Won Opportunity Line Revenue Same Time Last Year | The % change in Average Won Opportunity Line Revenue compared to the Last Year, at this time |
| % Change Lost Opportunity Line Revenue Same Time Last Period | The % change in Lost Opportunity Line Revenue compared to the Last Period, at this time |
| % Change Lost Opportunity Line Revenue Same Time Last Quarter | The % change in Lost Opportunity Line Revenue compared to the Last Quarter, at this time |
| % Change Lost Opportunity Line Revenue Same Time Last Year | The % change in Lost Opportunity Line Revenue compared to the Last Year, at this time |
| % Change No Sale Opportunity Line Revenue Same Time Last Period | The % change in No Sale Opportunity Line Revenue compared to the Last Period, at this time |
| % Change No Sale Opportunity Line Revenue Same Time Last Quarter | The % change in No Sale Opportunity Line Revenue compared to the Last Quarter, at this time |
| % Change No Sale Opportunity Line Revenue Same Time Last Year | The % change in No Sale Opportunity Line Revenue compared to the Last Year, at this time |
| % Change Open Opportunity Line Revenue Same Time Last Period | The % change in Open Opportunity Line Revenue compared to the Last Period, at this time |
| % Change Open Opportunity Line Revenue Same Time Last Quarter | The % change in Open Opportunity Line Revenue compared to the Last Quarter, at this time |
| % Change Open Opportunity Line Revenue Same Time Last Year | The % change in Open Opportunity Line Revenue compared to the Last Year, at this time |
| % Change Weighted Open Opportunity Line Revenue Same Time Last Period | The % change in Weighted Open Opportunity Line Revenue compared to the Last Period, at this time |
| % Change Weighted Open Opportunity Line Revenue Same Time Last Quarter | The % change in Weighted Open Opportunity Line Revenue compared to the Last Quarter, at this time |
| % Change Weighted Open Opportunity Line Revenue Same Time Last Year | The % change in Weighted Open Opportunity Line Revenue compared to the Last Year, at this time |
| % Change Won Opportunity Line Revenue Same Time Last Period | The % change in Won Opportunity Line Revenue compared to the Last Period, at this time |
| % Change Won Opportunity Line Revenue Same Time Last Quarter | The % change in Won Opportunity Line Revenue compared to the Last Quarter, at this time |
| % Change Won Opportunity Line Revenue Same Time Last Year | The % change in Won Opportunity Line Revenue compared to the Last Year, at this time |
| Average # of Days Open | The average number of days an Opportunity Revenue Line is Open. This metric is computed as follows: (Current Date - Open Opportunity Revenue Line Creation Date)/# of Open Opportunity Revenue Lines) |
| Average Age of Lost Opportunity Revenue Lines | The average age of the Lost Opportunity Revenue Lines. This metric is computed as follows: sum(Lost Revenue Line Close Date - Lost Revenue Line Created Date))/# of Lost Opportunity Revenue Lines |
| Average Age of No Sale Opportunity Revenue Lines | The average age of the No Sale Opportunity Revenue Lines (sum(No Sale Revenue Line Close Date - No Sale Revenue Line Created Date))/# of No Sale Opportunity Revenue Lines |
| Average Age of Opportunity Revenue Lines | The average age of the Opportunity Revenue Lines. This metric is computed as follows: sum(Won/Lost/No Sale Revenue Line Close Date - Won/Lost/No Sale Revenue Line Created Date))/# of Won+Lost+No Sale Opportunity Revenue Lines |
| Average Age of Won Opportunity Revenue Lines | The average age of the Won Opportunity Revenue Lines. This metric is computed as follows: sum(Won Revenue Line Close Date - Won Revenue Line Created Date))/# of Won Opportunity Revenue Lines |
| Average Won Opportunity Line Revenue | The average Won Opportunity Line Revenue. This metric is computed as follows: Won Opportunity Line Revenue/# of Won Opportunity Revenue Lines |
| Competitive Opportunity Line Revenue | The total Opportunity Line Revenue with atleast one competitor |
| Expected Opportunity Line Revenue | The total Expected Opportunity Line Revenue |
| Expired Opportunity Line Revenue | The total Expired Opportunity Line Revenue (status = Open and Current Date > Expected Close date for Revenue Line) |
| Lost Competitive Opportunity Line Revenue | The total Lost Opportunity Line Revenue with atleast one competitor |
| Lost Opportunity Line Revenue | The total Lost Opportunity Line Revenue (Revenue Status = Lost) |
| No Sale Competitive Opportunity Line Revenue | The total No Sale Opportunity Line Revenue with atleast one competitor |
| No Sale Opportunity Line Revenue | The total No Sale Opportunity Line Revenue (Revenue Status = No Sale) |
| Open Competitive Opportunity Line Revenue | The total Open Opportunity Line Revenue with atleast one competitor |
| Open Opportunity Line Revenue | The total Open Opportunity Line Revenue (Revenue Status = Open) |
| Opportunity Line Revenue | The total Opportunity Line Revenue |
| Opportunity Line Split Revenue | The total Opportunity Line Split Revenue |
| Raw Opportunity Line Revenue | The total Raw Opportunity Line Revenue |
| Revenue Line Competitive Conversion Rate | The Competitive Revenue Line conversion rate. This metric is computed as follows: 100 * # of Won Competitive Revenue Lines/# of Competitive Opportunity Revenue Lines |
| Revenue Line Competitive Loss Rate | The Competitive Revenue Line Loss rate. This metric is computed as follows: 100 * # of Lost competitive Revenue Lines/# of Won+Lost Competitive Revenue Lines |
| Revenue Line Competitive Won Rate | The Competitive Revenue Line Win rate. This metric is computed as follows: 100 * # of Won Competitive Revenue Lines/# of Competitive Won+Lost Opportunity Revenue Lines |
| Revenue Line Conversion Rate | The Revenue Line conversion rate. This metric is computed as follows: 100 * # of Won Opportunity Revenue Lines/# of Opportunity Revenue Lines |
| Revenue Line Loss Rate | The Revenue Line Loss rate. This metric is computed as follows: 100 * # of Lost Opportunity Revenue Lines/# of Won+Lost Opportunity Revenue Lines |
| Revenue Line Won Rate | The Revenue Line Win rate. This metric is computed as follows: 100 * # of Won Opportunity Revenue Lines/# of Won+Lost Opportunity Revenue Lines |
| Weighted Open Opportunity Line Revenue | The total Weighted Opportunity Line Revenue. This metric is computed as follows: Open Opportunity Revenue * Win Probability |
| Won Competitive Opportunity Line Revenue | The total Won Opportunity Line Revenue with atleast one competitor |
| Won Opportunity Line Revenue | The total Won Opportunity Line Revenue (Revenue Status = Won) |
| # of Changes to Expected Enterprise Line Close Date | The total number of times the Revenue Line Expected Close Date has been changed in its lifecycle till the end of the selected snapshot period. e.g. If Q2 is the snapshot quarter selected, and if the date has been changed 10 times in total during the lifetime of the Revenue Line, and 2 times in Q2, then this will show 10 and not the count of date changes in the chosen snapshot period. (Note - This metric depends on the snapshot frequency e.g. if the snapshot frequency is weekly, and there are multiple changes done before the weekly snapshot is taken, those cannot be captured). |
| # of Changes to Expected Enterprise Line Close Period | The total number of times the Revenue Line Expected Close Period has been changed in its lifecycle till the end of the selected snapshot period. e.g. If Q2 is the snapshot quarter selected, and if the period has been changed 10 times in total during the lifetime of the Revenue Line, and 2 times in Q2, then this will show 10 and not the count of period changes in the chosen snapshot period. (Note - this depends on the snapshot frequency e.g. If the snapshot frequency is weekly, and there are multiple changes done before the weekly snapshot is taken, those cannot be captured). |
| # of Changes to Expected Enterprise Line Close Quarter | The total number of times the Revenue Line Expected Close Quarter has been changed in its lifecycle till the end of the selected snapshot period. e.g. If Q2 is the snapshot quarter selected, and if the quarter has been changed 10 times in total during the lifetime of the Revenue Line, and 2 times in Q2, then this will show 10 and not the count of quarter changes in the chosen snapshot period. (Note - this depends on the snapshot frequency e.g. If the snapshot frequency is weekly, and there are multiple changes done before the weekly snapshot is taken, those cannot be captured). |
| # of Changes to Expected Enterprise Line Close Year | The total number of times the Revenue Line Expected Close Year has been changed in its lifecycle till the end of the selected snapshot period. e.g. If Q2 is the snapshot quarter selected, and if the year has been changed 10 times in total during the lifetime of the Revenue Line, and 2 times in Q2, then this will show 10 and not the count of year changes in the chosen snapshot period. (Note - this depends on the snapshot frequency e.g. If the snapshot frequency is weekly, and there are multiple changes done before the weekly snapshot is taken, those cannot be captured). |
| # of Revenue Lines moved out in the selected snapshot period | The total Revenue Lines moved out of the selected snapshot period. Note: This data is for the selected snapshot period. e.g. If Q1 is the snapshot quarter chosen, only those revenue lines that were moved out in Q1 will be shown. |
| # of Revenue Lines moved out by 1 period in the selected snapshot period | The total Revenue Lines moved out by 1 period from the selected snapshot period. Note: This data is for the selected snapshot period. e.g. If Q1 is the snapshot quarter chosen, only those revenue lines that were moved out in Q1 to Q2 will be shown. |
| # of Revenue Lines moved out by 2 periods in the selected snapshot period | The total Revenue Lines moved out by 2 periods from the selected snapshot period. Note: This data is for the selected snapshot period. e.g. If Q1 is the snapshot quarter chosen, only those revenue lines that were moved out in Q1 to Q3 will be shown. |
| # of Revenue Lines moved out by 3 periods in the selected snapshot period | The total Revenue Lines moved out by 3 periods from the selected snapshot period. Note: This data is for the selected snapshot period. e.g. If Q1 is the snapshot quarter chosen, only those revenue lines that were moved out in Q1 to Q4 will be shown. |
| # of New Revenue Lines added in the selected snapshot period | The total New Revenue Lines added to selected time period when the snapshot was taken. Note: This data is for the selected snapshot period. e.g. If Q2 is the snapshot quarter chosen, the revenue lines newly added in Q2 will be shown. (Note: When a snapshot is scheduled newly, all the Opportunities would show up as New Opportunities for the first snapshot) |
| # of Existing Revenue Lines added in the selected snapshot period | The total Existing Revenue Lines added to the selected time period when the snapshot was taken. Note: This data is for the selected snapshot period. e.g. If Q2 is the snapshot quarter chosen, the existing revenue lines added in Q2 will be shown. |
| # of Revenue Lines added in the selected snapshot period | The total Revenue Lines added to the selected time period when the snapshot was taken. Note: This data is for the selected snapshot period. e.g. If Q2 is the snapshot quarter chosen, the total revenue lines added in Q2 will be shown. |
| # of times Revenue Line Amount Changed | The total number of times the Revenue Line Expected Amount has been changed till the end of the selected snapshot period. e.g. If Q2 is the snapshot quarter selected, and if the revenue amount has been changed 10 times in total during the lifetime of the Revenue Line, and 2 times in Q2, then this will show 10 and not the count of date changes in the chosen snapshot period. |
| # of times Revenue Line Amount Increased | The total number of times the Revenue Line Expected Amount has been increased till the end of the selected snapshot period. e.g. If Q2 is the snapshot quarter selected, and if the revenue amount has been increased 10 times in total during the lifetime of the Revenue Line, and 2 times in Q2, then this will show 10 and not the count of amount increases in the chosen snapshot period. |
| # of times Revenue Line Amount Decreased | The total number of times the Revenue Line Expected Amount has been decreased till the end of the selected snapshot period. e.g. If Q2 is the snapshot quarter selected, and if the revenue amount has been decreased 10 times in total during the lifetime of the Revenue Line, and 2 times in Q2, then this will show 10 and not the count of amount decreases in the chosen snapshot period. |