Sales opportunity analysis fact

The Sales Opportunity Analysis fact enables users to analyze sales opportunities and their related sales campaigns. The fact granularity is at sales opportunities level by create date, date dimension.


Measure	Measure Description
Opportunity Count Opportunity Estimated Value	Opportunity Count is the count of opportunities. Opportunity Estimated Value is the estimated value of opportunities.
Order Value	Order Value is the estimated total price of each customer order that is converted from the opportunities.
Order Value Variance	Order Value Variance is the variance between actual leads count and expected lead count. It’s an R element that requires the following calculation rule to be defined on the measure. Calculation rule: `[Order Value Variance] = [Order Value] – [Opportunity Estimated Value]`
Pipeline Value (Un-weighted)	Pipeline Value,un-weighted, is the estimated value of all open opportunities.
Pipeline Value (Weighted)	Pipeline Value, weighted, is the estimated value of all open opportunities multiplied by Opportunity Close %.
Close Projection	Close Projection is the estimated value of all open opportunities projected multiplied by Opportunity Close %.
Opportunity Lost Count	Opportunity Lost Count is the count of opportunities that were lost.
Opportunity Lost %	Opportunity Lost % is the percentage of opportunities that were lost. This is an R element that requires the following calculation rule to be defined on the measure. Calculation rule: `[Opportunity Lost %] = [Opportunity Lost Count] / [Opportunity Count] * 100`
Opportunity Won Count	Opportunity Won Count is the count of opportunities closed that were won.
Opportunity Won Percentage	Opportunity Won Percentage is the percentage of opportunities that were won. This is an R element that requires the following calculation rule to be defined on the measure. Calculation rule: `[Opportunity Won %] = [Opportunity Won Count] / [Opportunity Count] * 100`
Opportunity Neglected (Task Complete)	Opportunity Neglected, task complete, is the count of the opportunities, for example not won or lost, where the difference between the (AsOf Date + OffsetDays) and the complete date is > = DaysNeglected.
Opportunity Neglected (Task Create)	Opportunity Neglected, task create, is the count of the opportunities, for example not won or lost, where the difference between the (AsOf Date + OffsetDays) and the createdate is > = DaysNeglected.
Opportunity Neglected Value	Opportunity Neglected Value is the estimated value of opportunities, for example not won or lost, where the difference between the (AsOf Date + OffsetDays) and the most recent interaction is > = DaysNeglected.
Estimates to Expire	Estimates to Expire is the count of estimates where the AsOfDate + DaysToInclude >= the Estimate Expiration Date.
Estimates to Expire Value	Estimates to Expire Value is the total price of each estimate where the AsOfDate + DaysToInclude > = the Estimate Expiration Date.

Multi-currency

Birst uses the current exchange rate to convert the amount to the report currency amount. To get the report currency amount, Birst multiplies the domestic amount by the current rate. If there is no currency rate, then 0 displays.

Calculation:

current rate amount = domestic amount * current exchange rate

If there is no exchange rate, then 0 displays.