Opportunity Management

Business Metric Name Business Metric Description Related Subject Areas
Won Sales Describes the total sales revenue for the period where opportunity status category = won. CX - Opportunity Revenue Line
Lost Sales Describes the total sales revenue for the period where opportunity status category = lost. CX - Opportunity Revenue Line
Sales Pipeline Describes the total revenue of opportunity revenue lines with an open status category. CX - Opportunity Revenue Line
Weighted Pipeline Describes the weighted pipeline measures sales revenue based on the opportunity win probablity percentages assigned to the open opportunities in the current pipeline. CX - Opportunity Revenue Line
Sales Pipeline Velocity Shows how quickly deals move through the pipeline and generate revenue. CX - Opportunity Stage Progression
Sales Stage Velocity Shows the average time spent in a stage before opportunities move to closed - won or closed - lost. CX - Opportunity Stage Progression
Sales Funnel Leakage Also known as stage drop off rates, the sales funnel leakage tells you where prospects drop out of your funnel at the greatest rates. CX - Opportunity Revenue Line
Sales Stage Progression Shows how quickly opportunities are moving through the sales stages. CX - Opportunity Stage Progression
Average Deal Size Describes the closed opportunity line revenue averaged over the number of revenue lines. CX - Opportunity Revenue Line
Win Rate % Describes the rate in which opportunity revenue lines are being closed - won. CX - Opportunity Revenue Line
Deals At Risk Describes the top 'N' open opportunities (by revenue) with a win probablity of <= 50%. CX - Opportunity Revenue Line
Revenue From Accounts Lists the top accounts by won revenue for the reporting period. CX - Opportunity Revenue Line
Team All-Stars Displays details of primary resources with the top 10 wins by revenue for the time period. CX - Opportunity Revenue Line
Opportunity Line Type Shows opportunity revenue lines by type. CX - Opportunity Revenue Line
Revenue Type Shows renewal revenue by type (recurring, non-recurring, or usage). CX - Opportunity Revenue Line
Renewal Pipeline Shows all of the open renewal opportunities. CX - Opportunity Revenue Line
Renewal Revenue Shows the renewal pipeline amount. CX - Opportunity Revenue Line
Renewal Pipeline % Shows the renewal pipeline revenue of the total opportunity revenue. CX - Opportunity Revenue Line
Won Renewal Revenue Shows the won renewal pipeline revenue. CX - Opportunity Revenue Line
Renewal Opportunities Win Rate Shows the rate of winning renewal opportunities. CX - Opportunity Revenue Line
Lost Renewal Revenue Shows the renewal pipeline revenue that is lost. CX - Opportunity Revenue Line
Lead Conversion Shows the number of won and lost opportunities from converted leads. CX - Opportunity 
Opportunities from Leads (%) Shows the percentage of opportunities of the total number of converted leads. CX - Opportunity 
Average Converted Opportunity Line Revenue  Shows the average opportunity line revenue of the opportunities converted from leads. CX - Opportunity Revenue Line
Line Revenue from Converted Leads Shows the open opportunities line revenue from converted leads. CX - Opportunity Revenue Line
Lead Generated Pipeline Shows the number of open opportunities by sales stage for opportunities generated from leads vs from non-leads. CX - Opportunity 
Days to Close Converted Leads Shows the average of (opportunity close date  - opportunity creation date) for opportunities converted from leads. CX - Opportunity