| Sales Pipeline - Pipeline Shape |
Provides a visual breakdown of open opportunity pipeline
revenue by different sales stages and trend of the open opportunity
pipeline revenue from last six enterprise periods. |
CX - Opportunity Revenue Line Snapshot |
| Sales Pipeline - Pipeline Review |
Provides a visual summary of open opportunities and their
revenue numbers by close date and sales stage. |
CX - Opportunity Revenue Line |
| Sales Pipeline - Pipeline Trend YoY |
Shows historical trends of open opportunity revenue based
on historical snapshots. |
CX - Opportunity Revenue Line Snapshot |
| Sales Pipeline Velocity |
Shows the sales pipeline velocity for different quarters
and the number of days spent in stage by opportunities, broken down by
opportunity status and opportunity owner. |
CX - Opportunity Revenue Line Snapshot, CX - Opportunity
Stage Progression |
| Sales Stage Progression |
Shows the movement of opportunities through the sales
stages in terms of total amounts and percentages. |
CX - Opportunity Stage Progression |
| Sales Cycle Analysis |
Provides insights into bottle necks in the sales cycle,
and in which stages opportunities are spending the most amount of
time. |
CX - Opportunity Stage Progression |
| Stalled Opportunities |
Provides a list of stalled opportunities in the system
broken down by sales stage. Only those opportunities with a more than
50% win probability are considered in the visualization. |
CX - Opportunity Stage Progression |
| Sales Stage Velocity |
Provides insights into how quickly opportunities are
moving through the sales funnel, as well as insights relative to their
outcomes (won or lost). |
CX - Opportunity Stage Progression |
| Sales Funnel Leakage |
Shows the sales stage from which opportunities are moving
to closed from lost and how they compare to those that are moving from
closed to won. |
CX - Opportunity Revenue Line |
| Top Deals At Risk |
Provides an overview of top opportunities (in terms of
revenue and win probability > 50%) that are at risk of not
closing. |
CX - Opportunity Revenue Line |
| Weighted Pipeline - Detail |
Compares the open pipeline with the weighted pipeline by
sales stage and closing quarter. |
CX - Opportunity Revenue Line |
| Weighted Pipeline - Trend |
Shows trends of the weighted pipeline based on the
snapshot period, and also a projection over the next 3 months. |
CX - Opportunity Revenue Line |
| Won Sales |
Shows key metrics related to won sales such as won
opportunity line revenue and number of won opportunity revenue lines,
win rate, and conversion rate. It also shows how won opportunities
compares to open and lost opportunities during the same time
period. |
CX - Opportunity Revenue Line Snapshot, CX - Opportunity
Revenue Line |
| Win - Loss Analysis |
Shows won and lost revenue by different quarters and a
historical trend over the last 6 quarters. It alsoo shows the won
revenue by top 10 territories and products. |
CX - Opportunity Revenue Line Snapshot, CX - Opportunity
Revenue Line |
| Lost Sales |
Shows lost opportunity revenue lines by amount and by
lost quarter. It also includes key conversion metrics such as revenue
line loss rate percentage. |
CX - Opportunity Revenue Line Snapshot, CX - Opportunity
Revenue Line |
| Average Deal Size |
Provides a breakdown of average deal size by sales stage,
opportunity owner, territory owner, and product/group. |
CX - Opportunity Revenue Line |
| Average Deal Size - Trend Analysis |
Shows the trend of average deal size by territory and by
product, and how the metric has evolved historically. |
CX - Opportunity Revenue Line Snapshot |
| Win Rate and Conversion Rate Analysis |
Shows the revenue line win rate and conversion rate
percentages and sales stage. |
CX - Opportunity Revenue Line |
| Win Rate and Conversion Rate Trend |
Shows the historical trend of revenue line win rate and
conversion rate by sales stage. |
CX - Opportunity Revenue Line Snapshot |
| Top 20 Accounts |
Shows the top 20 accounts based on open and won revenue
It also provides a breakdown of won revenue by account and product, as
well as account and territory. |
CX - Opportunity Revenue Line |
| Team All - Stars |
Lists sales resources or credit recovers with the highest
number of wins and deal sizes. |
CX - Opportunity Revenue Line |
| Converted Opportunity Pipeline |
Shows a summary of the converted opportunities (converted
from leads) such as converted opportunity line revenue, average won line
revenue, and converted revenue over time. |
CX - Opportunity Revenue Line |
| Opportunity Days to Close |
Shows how long it takes to close opportunities, and
compares them with the converted opportunities closure time and
rates. |
CX - Opportunity |
| Converted Opportunity Revenue |
Shows the pipeline contributed by converted
opportunities. |
CX - Opportunity |
| Opportunity Stage Progression |
Shows the details on the stages that Opportunities have
progressed through. |
CX-Opportunity Stage Progression |
| Renewal Sales Dashboard |
Shows the summary of opportunities created as part of the
renewal selling. |
CX - Opportunity Revenue Line |