CRM - Opportunities Pipeline
This KPI provides the following default drill paths:
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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. |
|
|
Leads |
Total number of opportunities. |
|
Unstaged |
Total number of unstaged opportunities. |
|
<Stages 1-15> |
The total number of opportunities for each CRM stage (up to 15), as defined in the CRM Stages (CRM M053) code tableAn object that is made up of rows and columns and stores the data in an RDBMS.. The order of the stages is determined by the numbering of the Report/Display Sequence field. |
|
Unstaged % |
Total unstaged opportunities, expressed as a percentage of total leads.
|
|
<Stages 1-15> % |
The proportion of each stage, expressed as a percentage of total leads. |
|
Init. Value - Unstaged |
Total initial value of unstaged leads. |
|
Init. Value - <Stages 1-15> |
The total initial value for each stage. This is derived from the CRM Initial Target field. |
|
Exp. Value - Unstaged |
Total expected value of unstaged leads. This is derived from the CRM Expected Amount field. |
|
Exp. Value - <Stages 1-15> |
Total expected value for each stage. This is derived from the CRM Expected Amount field. |
|
Fact. Value - Unstaged |
Total factored value of unstaged leads. This is derived from the CRM Factored field. |
|
Fact Value - <Stages 1-15> |
The total factored value for each stage. This is derived from the CRM Factored field. |
