Sales Teams Operations reports

The measures used in the Sales Teams Operations reports are sourced from Opportunity, and Activity facts. These measures are analyzed by Start Date and use the Sum aggregation.

Attributes used in the Opportunity Overview and Activity overview reports are sourced from the CRM User dimension.

Opportunities Won by Period

Description: This report shows the total number of opportunities won over a selected period. The measure is filtered by Opportunity Code Status = 1.

Measure: No. of Opportunities, Total Price

Chart type: 2 data series combo, 1 column chart on Y axis 1 and 1 line chart on Y axis 2

Sales Funnel

Description: This report shows the total price value of opportunities by opportunity process name.

Measure: Total Price

Chart type: 1 data series height funnel chart

Overdue Opportunities

Description: This report shows the number of open and overdue opportunities.

Measure: No. of Opportunities

Chart type: 1 data series donut chart

Overdue Activities

Description: This report shows the number of open and overdue activities.

Measure: No. of Activities

Chart type: 1 data series donut chart

Win Rate

Description: This report shows the trend of win rate per month.

Measure: Win Rate

Chart type: 1 data series line chart

Opportunity Overview

Description: This report shows the summary of opportunities for each sales representative.

Measure: No. of Open Opportunities, Open Opportunities Value, No. of Won Opportunities, Won Opportunities Value, No. of Lost Opportunities, Lost Opportunities Value

Attribute: Sales Rep. Name

Chart type: Table

Activity Overview

Description: This report shows the summary of activities for each sales representative.

Measure: Planned Visits, Performed Visits, No. of Open Activities, No. of Closed Activities

Attribute: Sales Rep. Name

Chart type: Table