Opportunities List View KPIs
The table for a list and brief description of each out-of-the-box Key Performance Indicator (KPI).
| KPI | Description |
|---|---|
| Average Days in Pipeline | The total number of days from when an opportunity was created to today for all open opportunities in the list, divided by the number of open opportunities in the list. |
| Days Open to Close Range | The lowest and highest number of days from when an opportunity was created to
when it was closed of closed opportunities in the list. Based on the Date Opened and Actual Close. |
| Days in Pipeline Range | The lowest and highest number of days from Open to today in the set of Open
opportunities. Based on the Date Opened. |
| New This Week | Number of new opportunities added this week. Based on a week of Sunday to Saturday and Date Opened. |
| New This Month | Number of new opportunities added this month. Based on the calendar month and Date Opened. |
| New This Quarter | Number of new opportunities added this quarter. Based on the current quarter as defined by your company and Date Opened. |
| Total Revenue | The total actual amount of all closed-won opportunities in the list. Based on the Actual Amount. |
| Average Revenue | The total actual amount of all closed-won opportunities in the list, divided by
the number of closed-won opportunities in the list. Based on the Actual Amount. |
| Revenue Range | The lowest and highest total actual amount values of all closed-won opportunities
in the list. Based on the Actual Amount. |
| Total Revenue YoY | The total actual amount of all closed-won opportunities in the list for the
previous year and current year. Based on calendar years and the Actual Amount. |
| Total Revenue on this Day YoY | The total actual amount of all closed-won opportunities in the list for the
previous year and current year up to the current day of the year. For example, the
total amount up to October 4th of last year and this year. Based on calendar years, the current day of year, and the Actual Amount. |
| Total Revenue QoQ | The total actual amount of all closed-won opportunities in the list for the
previous quarter and current quarter. Based on previous and next quarters as defined by your company and the Actual Amount. |
| Total Revenue on this Day QoQ | The total actual amount of all closed-won opportunities in the list for the
previous quarter and current quarter up to the current day of the quarter. For
example, the total amount up to day 65 of last quarter and this quarter. Based on previous and next quarters as defined by your company, current day of the quarter, and the Actual Amount. |
| Total Revenue MoM | The total actual amount of all closed-won opportunities in the list for the
previous month and current month. Based on calendar months and the Actual Amount. |
| Total Revenue on this Day MoM | The total actual amount of all closed-won opportunities in the list for the
previous month and current month up to the current day of the month. For example, the
total amount up to the 15th of last month and this month. Based on calendar months, current day of month, and the Actual Amount. |
| Total Sales Potential | The total sales potential of all opportunities in the list. Based on the Sales Potential. |
| Average Sales Potential | The total sales potential of all opportunities in the list divided by the number
of opportunities in the list. Based on the Sales Potential. |
| Total Weighted Potential | The total weighted potential of all opportunities in the list. Based on the Weighted Potential which is the Sales Potential multiplied by the Close Probability. |
| Win Rate | Number of closed-won opportunities, divided by the number of all closed
opportunities (number of closed-lost + number of closed-won opportunities) within the
list of opportunities. Based on Status. |
| Average Close Probability | Percentage calculated as the sum of all close probabilities of all open opportunities in the list divided by the number of open opportunities in the list. |
| Close Probability Range | The lowest and highest close probability percentage values of all open opportunities in the list. |