
Presentation
Get a Home Page for your Pipeline / Opportunities (expert) Dashboard.
Customize it to fit to your Corporate identity!
In your Pipeline / Opportunities (expert) dashboard, you will be able to analyze the following KPIs:
- Nb of Open Opportunities Total number of open opportunities
- Pipeline Value Total opportunity amount (for open opportunities)
- Weighted Pipeline Value Total opportunity amount weigthed by probability (for open opportunities)
- Sales Cycle Average duration (in days) between Created and Closed Date
- Total Sales Value Total amount for won opportunities
- Won/Lost Rate Share of won opportunities (on total closed opportunities)
- Conversion Rate Won volume on total closed opportunity volume
- Nb of Opportunities Total number of opportunities
- Nb of Closed Opportunities Total number of closed opportunities
- Nb of Won Opportunities Total number of won opportunities
- Nb of Lost Opportunities Total number of lost opportunities
- Total Closed Opportunities Amount Total amount of lost opportunities
- Avg Deal Size (won) Average amount of won opportunities
- Avg Opportunity Size Average opportunity amount
- Nb of Accounts Number of accounts having opportunities
- Nb of Owners Number of opportunity owners
- Nb of Opp. per Account Average Number of opportunities per Account
- Nb of Opp. per Owner Average Number of opportunities per Owner
- Nb of New Accounts Number of New accounts (first time opportunity over the period)
- Avg Probability Average probability ratio
- Total Opp. Amount Total opportunity amount (for all opportunities)
- Sales Velocity Sales velocity is a measurement of how fast you are making money (you are bringing in roughly that much revenue each day): [Nb of Open Opp.] * [Avg Deal Size] * [Win Rate] / [Sales Cycle]
- Nb of Open Opp. * Avg Deal Size Nb of Open Opportunities * Avg Deal Size (won)
- Nb of Open Opp. * Avg Deal Size * Win Rate Nb of Open Opportunities * Avg Deal Size (won) * Win Rate
- Sales Cycle (won) Average duration (in days) between Created and Closed Date for Won Opportunities
- Sales Cycle (lost) Average duration (in days) between Created and Closed Date for Lost Opportunities
- (+ any KPI you want to add to your Pipeline / Opportunities (expert) dashboard)