Deal Metrics
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Number of deals created by the logged in user
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Number of deals created by the users who belong to the logged in user's access group
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Number of deals in the Pending for Approval status
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Number of deals yet to be finalized
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Number of deals yet to be accepted by the customer
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Number of deals accepted by the customer
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Number of deals rejected by the customer
By default, the above information is shown for the period which is specified in the Deal Limits in Months option type of the C1-DEAL feature configuration. You can change the period if required.
The Deal Metrics zone contains the following fields:
| Field Name | Field Description |
|---|---|
| Period From | Used to specify the month and year from when you want to view
the information of deals created by the logged in user or created
by a set of users who belong to the logged in user's access group. Note: The default value is derived using the Deal Limits in
Months option type of the C1-DEAL feature configuration.
|
| Period To | Used to specify the month and year till when you want to view
the information of deals created by the logged in user or created
by a set of users who belong to the logged in user's access group. Note: The default value is derived using the Deal Limits in
Months option type of the C1-DEAL feature configuration.
|
| Division | Used when you want to view the information of deals which belong to a particular division. |
| Customer Tier | Used when you want to view the information of deals which are created for a particular customer tier. |
| Customer Segment | Used when you want to view the information of deals which are created for a particular customer segment. |
In addition, the Deal Metrics zone contains the following toggle buttons:
| Toggle Button Name | Toggle Button Description |
|---|---|
| User/User Access Group | Used to view the metrics and statistics of deals which are
created by the logged in user or by a set of users who belong to the
logged in user's access group. Note:
You can set the default view for the Deal Dashboard screen using the Deal Dashboard Default View option type of the C1-DEAL feature configuration. If you do not set the Deal Dashboard Default View option type of the C1-DEAL feature configuration, the system, by default, shows the data of the logged in user in the Deal Dashboard screen. |
| Tiles/Chart | Used to view the deal metrics through a graphical representation
in the tiles or chart format. Note: The Bar chart indicates the number
of deals in different statuses for an existing customer, existing
account, and prospect. Whereas, the Line chart indicates the deal
revenue from an existing customer, existing account, and prospect.
|
Related Topics
| For more information on... | See... |
|---|---|
| Deal Dashboard screen | Deal Dashboard |
| How to view the deal metrics in the Tiles format | Viewing the Deal Metrics in the Tiles Format |
| How to view the deal count in the Bar chart | Viewing the Deal Count in the Bar Chart |
| How to view the deal revenue in the Line chart | Viewing the Deal Revenue in the Line Chart |
| How to set the C1-DEAL feature configuration | Setting the C1-Deal Feature Configuration |