SF - Opportunity Historical Trend
This table describes the Salesforce Opportunity Historical Trend metrics.
These metrics are used in the Document Currency (DC) and Corporate Currency (CC) fact folders in the subject area. Document Currency is the currency used while entering the data in the application. Corporate Currency is the currency defined in Salesforce CRM. Metrics in these folders show amounts in their respective currencies.
| Metric | Metric Definition |
|---|---|
| # of Changes to Close Date | The total number of times the Opportunity Close Date has been changed in its lifecycle till the end of the selected snapshot day/period/quarter/year. 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 i.e Q2. Note: If multiple changes are done daily, it will be counted as 1. |
| # of Changes to Fiscal Close Period | The total number of times the Opportunity Fiscal Close Period has been changed in its lifecycle till the end of the selected snapshot day/period/quarter/year. 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 i.e Q2. Note: If multiple changes are done daily, it will be counted as 1. |
| # of Changes to Fiscal Close Quarter | The total number of times the Opportunity Fiscal Close Quarter has been changed in its lifecycle till the end of the selected snapshot day/period/quarter/year. 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 i.e Q2. Note: If multiple changes are done daily, it will be counted as 1. |
| # of Changes to Fiscal Close Year | The total number of times the Opportunity Fiscal Close Year has been changed in its lifecycle till the end of the selected snapshot day/period/quarter/year. 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 i.e Q2. Note: If multiple changes are done daily, it will be counted as 1. |
| # of Closed Opportunities | The total number of Closed Opportunitiesat the end of the selected snapshot day/period/quarter/year (SF Opportunity Is Closed = True) |
| # of Lost Opportunities | The total number of Lost Opportunities at the end of the selected day/period/quarter/year (SF Opportunity Is Won = False, SF Opportunity Is Closed = True) |
| # of Open Opportunities | The total number of Open Opportunitiesat the end of the selected snapshot day/period/quarter/year (SF Opportunity Is Closed = False) |
| # of Opportunities | The total number of Opportunities at the end of the selected snapshot day/period/quarter/year |
| # of Opportunities with Products | The total number of Opportunities with Product Lines at the end of the selected snapshot day/period/quarter/year (SF Opportunity Has Products Flag = True) |
| # of Raw Opportunities | The total number of Opportunities including the deleted Opportunities at the end of the selected snapshot day/period/quarter/year |
| # of Split Opportunities | The total number of Split Opportunities at the end of the selected snapshot day/period/quarter/year (Opportunity IsSplit is True) |
| # of times Opportunity Amount Changed | The total number of times the Opportunity Amount has been changed till the end of the selected snapshot day/period/quarter/year. 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 i.e Q2. Note: If multiple changes are done daily, it will be counted as 1. |
| # of times Opportunity Amount Decreased | The total number of times the Opportunity Amount has been decreased till the end of the selected snapshot day/period/quarter/year. 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 i.e Q2. Note: If multiple changes are done daily, it will be counted as 1. |
| # of times Opportunity Amount Increased | The total number of times the Opportunity Amount has been increased till the end of the selected snapshot day/period/quarter/year. 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 i.e Q2. Note: If multiple changes are done daily, it will be counted as 1. |
| # of Won Opportunities | The total number of Won Opportunities at the end of the selected snapshot day/period/quarter/year (SF Opportunity Is Won = True) |
| Average # of Days Open | The total number of days the Opportunity is Open at the end of the selected snapshot day/period/quarter/year |
| Average # of Days to Close | The total number of days to Close the Opportunity at the end of the selected snapshot day/period/quarter/year |
| Average Age of Closed Opportunities | The Average Age of the Closed Opportunities at the end of the selected snapshot day/period/quarter/year |
| Average Age of Lost Opportunities | The Average Age of the Lost Opportunities at the end of the selected snapshot day/period/quarter/year |
| Average Age of Opportunities | The Average Age of the Opportunities at the end of the selected snapshot day/period/quarter/year |
| Average Age of Won Opportunities | The Average Age of the Won Opportunities at the end of the selected snapshot day/period/quarter/year |
| Average Opportunity Amount | The Average Opportunity Amount. This is calculated as follow: Opportunity Amount / # of Opportunities |
| Average Won Opportunity Amount | The Average Won Opportunity Amount. This is calculated as follow: Won Opportunity Amount / # of Won Opportunities |
| Closed Opportunity Amount | The total Closed Opportunity Amount at the end of the selected snapshot day/period/quarter/year (SF Opportunity Is Closed = True) |
| Conversion Rate | Rate of Converting Opportunities at the end of the selected snapshot period. This metric is computed as follows: 100 * Total Won Opportunities / Total Opportunities. Note: The Conversion Rate calculation considers all the won opportunities at the end of the selected period (and not during the selected snapshot period). |
| Loss Rate | Rate of Losing Opportunities at the end of the selected snapshot period. This metric is computed as follows: 100 * Total Lost Opportunities / Total Won+Lost Opportunities. Note: The Loss rate calculation considers all the won opportunities at the end of the selected period (and not during the selected snapshot period). |
| Lost Opportunity Amount | The total Lost Opportunity Amount at the end of the selected snapshot day/period/quarter/year (SF Opportunity Is Won = False, SF Opportunity Is Closed = True) |
| Open Opportunity Amount | The total Open Opportunity Amountat the end of the selected snapshot day/period/quarter/year (SF Opportunity Is Closed = False) |
| Opportunity Amount | The total Opportunity Amount at the end of the selected snapshot day/period/quarter/year |
| Opportunity Expected Amount | The total Opportunity Expected Amount at the end of the selected snapshotday/period/quarter/year (Opportunity Amount * SF Opportunity Probability (%)) |
| Raw Opportunity Amount | The total Opportunity Amount including the deleted Opportunities at the end of the selected snapshot day/period/quarter/year |
| Win Rate | Rate of Winning Opportunities at the end of the period. This metric is computed as follows: 100 * Total Won Opportunities / Total Won+Lost Opportunities. Note: The Win Rate calculation considers all the won opportunities at the end of the selected snapshot period (and not during the selected snapshot period). |
| Won Opportunity Amount | The total Won Opportunity Amount at the end of the selected snapshot day/period/quarter/year (SF Opportunity Is Won = True) |