CX - Opportunity Snapshot
This table describes the Opportunity Snapshot 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 Expired Opportunities | The total Expired Opportunities (Opportunity Status = Open, Current Date > Opportunity Expected Close Date) |
| # of Lost Opportunities | The total Lost Opportunities in the system (Opportunity Status = Lost) |
| # of No Sale Opportunities | The total No Sale Opportunities in the system (Opportunity Status = No Sale) |
| # of Open Opportunities | The total Open Opportunities in the system (Opportunity Status = Open) |
| # of Opportunities | The total Opportunities |
| # of Won Opportunities | The total Won Opportunities in the system (Opportunity Status = Won) |
| Average # of Days 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 # 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 closed 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 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 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 |
| Loss Rate | Rate of Losing Opportunities. This metric is computed as follows: 100 * Total Lost Opportunities/Total Won and Lost Opportunities |
| Win Rate | Rate of Winning Opportunities. This metric is computed as follows: 100 * Total Won Opportunities/Total Won and Lost Opportunities |
| # of Changes to Expected Enterprise Close Date | The total number of times the Opportunity 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 Opportunity, and 2 times in Q2, then this will show 10 and not the count of Date changes only 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 Close Period | The total number of times the Opportunity 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 Opportunity, and 2 times in Q2, then this will show 10 and not the count of Period changes only 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 Close Quarter | The total number of times the Opportunity 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 Opportunity, and 2 times in Q2, then this will show 10 and not the count of Quarter changes only 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 Close Year | The total number of times the Opportunity 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 Opportunity, and 2 times in Q2, then this will show 10 and not the count of Year changes only 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 Opportunities moved out in the selected snapshot period | The total Opportunities 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 Opportunities moved out by 1 period in the selected snapshot period | The total Opportunities 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 Opportunities moved out by 2 periods in the selected snapshot period | The total Opportunities 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 Opportunities moved out by 3 periods in the selected snapshot period | The total Opportunities 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 Opportunities added in the selected snapshot period | The total Opportunities added in the selected snapshot period. Note: This data is for the selected snapshot period. e.g. If Q1 is the snapshot quarter chosen, only those Opportunities that were added in Q1 will be shown. |
| # of New Opportunities added in the selected snapshot period | The total New Opportunities added in the selected snapshot period. Note: This data is for the selected snapshot period. e.g. If Q1 is the snapshot quarter chosen, only those New Opportunities that were added in Q1 will be shown. (When a snapshot is scheduled newly, all the Opportunities would show up as New Opportunities for the first snapshot) |
| # of Existing Opportunities added in the selected snapshot period | The total Existing Opportunities added in the selected snapshot period. Note: This data is for the selected snapshot period. e.g. If Q1 is the snapshot quarter chosen, only those Existing Opportunities from other quarters and added in Q1 will be shown. Any new Opportunities created during Q1 period will not be included here. |