CRM - Leads and Opportunities
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sales rep
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type
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region
The metricA measure used to assess performance in a key area of a business. rank values displayed in the KPI History and KPI Definition screens is the aggregated value of the first item for the first drill path only. Additionally, displayed rank-based metric values in these screens are not applicable.
To viewA set of data connected to a cube, deliberately laid out to communicate business information. the actual values for each KPI drill path, click History, select a snapshot date, and click Drill Down.
The displayed value of each metric is an aggregation of the data, up to the viewed levelIn a hierarchy, a level indicates a group of common or related members. For example, in a Time level, members may include Year, Month, Day or Fiscal Year, Calendar Year, etc. of the selected drill path, as of the As At snapshot date.
This KPI includes the following metrics:
| Metric | Definition |
|---|---|
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See the Customer Relationship Management Help for definitions of CRM fields and statuses. |
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Leads |
The total number of leads. |
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Opportunities |
The total number of opportunities. |
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Leads - Entered |
The number of leads in Entered status. |
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Leads - Won |
The number of leads in Won status. |
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Leads - Lost |
The number of leads in Lost status. |
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Opportunities - Entered |
The number of opportunities in Entered status. |
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Opportunities - Won |
The number of opportunities in Won status. |
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Opportunities - Lost |
The number of opportunities in Lost status. |
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Leads - Initial Value |
The total initial value of leads. |
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Leads - Expected Value |
The total expected value of leads. |
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Leads - Factored Value |
The total factored value of leads. |
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Opp. - Initial Value |
The total initial value of opportunities. |
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Opp. - Expected Value |
The total expected value of opportunities. |
|
Opp. - Factored Value |
The total factored value of opportunities. |
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Total - Initial Value |
The total initial value of leads and opportunities. |
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Total - Expected Value |
The total expected value of leads and opportunities. |
|
Total - Factored Value |
The total factored value of leads and opportunities. |