Sales Teams Performance reports

The measures used in Sales Teams Performance reports are sourced from Accounts, Opportunity, and Activity facts.

Measure used in Active Accounts by Current Status is analyzed by Create Date and use the Count aggregation. The rest of the measures in the reports are analyzed by Start Date and the Sum aggregation.

Active Accounts by Current Status

Description: This report shows the current number of active accounts in status 10-Preliminary, 20-Definite, and 90-Blocked/expired.

Measure: No. of Accounts

Chart type: 1 data series donut chart

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

Opportunities vs Activities

Description: This report shows the total number of opportunities and the total number of activities over a selected period. Using this report, you can compare how the movement of opportunities also affects the number of activities.

Measure: No. of Opportunities, No. of Activities

Chart type: 2 data series grouped column chart

Open Pipeline By Sales Team

Description: This report shows the ranking of the sales teams based on the total price value of the opportunities available.

Measure: Total Price

Chart type: 1 data series bar chart

Win Rate

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

Measure: Win Rate

Chart type: 1 data series line chart

Avg Activity and Duration Analysis

Description: This report shows the average number of activities per opportunity and the average number of hours it takes to perform an activity per opportunity.

Measure: Avg No. of Activities per Opportunity, Avg Activity Duration Hrs per Opportunity

Chart type: 2 data series grouped column chart