SF - Opportunity
This table describes the Opportunity metrics.
These metrics are used in the Document Currency (DC) and Corporate Currency (CC) fact folder in this 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 Closed Opportunities | The total number of Closed Opportunities (SF Opportunity Is Closed = True) |
| # of Lost Opportunities | The total number of Lost Opportunities (SF Opportunity Is Won = False, SF Opportunity Is Closed = True) |
| # of Open Opportunities | The total number of Open Opportunities (SF Opportunity Is Closed = False) |
| # of Opportunities | The total number of Active Opportunities |
| # of Opportunities with Products | The total number of Opportunities with Product Lines (SF Opportunity Has Products Flag = True) |
| # of Opportunity Splits | The total number of Splits of the Opportunities. Note: This would count splits across split types e.g. Revenue, Overlay etc. |
| # of Raw Opportunities | The total number of Opportunities including the deleted Opportunities |
| # of Split Opportunities | The total number of Split Opportunities (Opportunity IsSplit is True) |
| # of Won Opportunities | The total number of Won Opportunities (SF Opportunity Is Won = True) |
| Average # of Days Open | The average number of days the Opportunity is Open |
| Average # of Days to Close | The average number of days to Close the Opportunity |
| Average Age of Closed Opportunities | The average Age of the Closed Opportunities |
| Average Age of Lost Opportunities | The average Age of the Lost Opportunities |
| Average Age of Opportunities | The average Age of the Opportunities |
| Average Age of Won Opportunities | The average Age of the Won Opportunities |
| Average Days Since Last Activity | The average number of days since the last completed event or task for the record. This metric is calculated as follows: (Days Since Last Activity / # of Opportunities) Note: Days Since Last Activity = Current date minus the Last Activity Date |
| Average Lost Opportunity Amount | The average Lost Opportunity Amount. This metric is calculated as: Lost Opportunity Amount/# of Lost Opportunities |
| Average Open Opportunity Amount | The average Open Opportunity Amount. This metric is calculated as: Open Opportunity Amount/# of Open Opportunities |
| Average Opportunity Amount | The average Opportunity Amount. This metric is calculated as: Opportunity |
| Average Won Opportunity Amount | The average Won Opportunity Amount. This metric is calculated as: Won Opportunity Amount/# of Won Opportunities |
| Closed Opportunity Amount | The total Closed Opportunity Amount (SF Opportunity Is Closed = True) |
| Closed Opportunity Split Amount | The total Closed Opportunity Split Amount on the Closed Opportunity ( SF Opportunity Is Closed = True ) |
| 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 + Lost Opportunities |
| Lost Opportunity Amount | The total Lost Opportunity Amount (SF Opportunity Is Won = False, SF Opportunity Is Closed = True) |
| Lost Opportunity Split Amount | The total Lost Opportunity Split Amount on the Lost Opportunity ( SF Opportunity Is Won = False, SF Opportunity Is Closed = True ) |
| Open Opportunity Amount | The total Open Opportunity Amount (SF Opportunity Is Closed = False) |
| Open Opportunity Split Amount | The total Open Opportunity Split Amount on the Open Opportunity ( SF Opportunity Is Closed = False ) |
| Opportunity Amount | The total Opportunity Amount |
| Opportunity Expected Amount | The total Opportunity Expected Amount (Opportunity Amount * SF Opportunity Probability (%)) |
| Opportunity Split Amount | The total Opportunity Split Amount. Note: This would count splits across split types e.g. Revenue, Overlay etc. |
| Opportunity Split Expected Amount | The total Opportunity Split Expected Revenue ( Opportunity Split Amount * SF Opportunity Probability (%) ). Note: This would count splits across split types e.g. Revenue, Overlay etc. |
| Raw Opportunity Amount | The total Opportunity Amount including the deleted Opportunities |
| Win Rate | Rate of Winning Opportunities. This metric is computed as follows: 100 * Total Won Opportunities / Total Won + Lost Opportunities |
| Won Opportunity Amount | The total Won Opportunity Amount (SF Opportunity Is Won = True) |
| Won Opportunity Split Amount | The total Won Opportunity Split Amount on the Won Opportunity ( SF Opportunity Is Won = True ) |