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New leads and evaluations till selected end date
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The number of opened leads qualifying in stage “"new lead”lead" or “evaluation”"evaluation" whichwas are still openedevaluated at the endselected ofperiod's end, calculated as the selected period.
Calculated as count of distinct opened deals in stage “"new lead”lead" or “evaluation”."evaluation."
Filterable by start date, end datedate, and salesperson, the default period is 30 days. When choosing a time period asChoose week or month,month theand trendcompare: comparesset week with the weekprevious beforeone, theor chosen period,set month with the monthprevious before the chosen period.one.
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New leads
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The number of new leads which have been created in the selected period.period Calculatedis calculated as the count of distinct opened deals in stage “"new lead”.lead."
Filterable by start date, end datedate, and salesperson, the default period is 30 days. When choosing a time period asChoose week or month,month theand trendcompare: comparesset week with the weekprevious beforeone, theor chosen period,set month with the monthprevious beforeone.
the chosen period..
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Won deals
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The number of won deals in the selected period.period, Calculatedcalculated as the count of distinct deals in status “won”."won."
Filterable by start date, end datedate, and salesperson, the default period is 30 days. When choosing a time period asChoose week or month,month theand trendcompare: comparesset week with the weekprevious beforeone, theor chosen period,set month with the monthprevious before the chosen period.one.
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Won deals value
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Value of won deals in the selected period.period, Calculatedcalculated as the sum of the converted value for deals in status “won”.won.”
Filterable by start date, end datedate, and salesperson, the default period is 30 days. When choosing a time period asChoose week or month,month theand trendcompare: comparesset week with the weekprevious beforeone, theor chosen period,set month with the monthprevious before the chosen period.one.
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New opportunities till selected end date
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The number of opportunities in stage “discovery” or “solutioning” which are opened at the end of the selected period.period, Calculatedcalculated as the count of distinct opened deals in stages “discovery” or “solutioning”.
Filterable by start date, end datedate, and salesperson, the default period is 30 days.
When choosing a time period asChoose week or month,month theand trendcompare: comparesset week with the weekprevious beforeone, theor chosen period,set month with the monthprevious before the chosen period.one.
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New opportunities
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The number of opportunities in stage “discovery” or “solutionning”solutioning” which has been created in the selected period.period, Calculatedcalculated as the count of distinct opened deals in stages “discovery” or “solutioning”.
Filterable by start date, end datedate, and salesperson, the default period is 30 days. When choosing a time period asChoose week or month,month theand trendcompare: comparesset week with the weekprevious beforeone, theor chosen period,set month with the monthprevious before the chosen period.one.
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Lost deals
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The number of lost deals in the selected period. Calculated as count of distinct deals in status “lost”.lost.”
Filterable by start date, end datedate, and salesperson, the default period is 30 days.When choosing a time period asChoose week or month,month theand trendcompare: comparesset week with the weekprevious beforeone, theor chosen period,set month with the monthprevious before the chosen period.one.
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Lost deals value
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Value of lost deals.deals, Calculatedcalculated as the sum of converted value when the deal status is “lost”.lost.”
Filterable by start date and end date, the default period is 30 days. When choosing a time period asChoose week or month,month theand trendcompare: comparesset week with the weekprevious beforeone, theor chosen period,set month with the monthprevious before the chosen period.one.
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Deals in stages
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Funnel of deals in the “Opportunities” pipeline.pipeline, calculated as a count of distinct deals in each stage. Contains deals that have been created or updated in the selected period. Built for all deals in the “Opportunities” pipeline in the selected time period. Calculated as count of distinct deals in each stage.
Filterable by start date, end datedate, and salesperson, the default period is 30 days.
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Deals in stage by deal value
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Funnel of deals in the “Opportunities” pipeline using converted deal value.value, calculated as the sum of converted deals value in each stage. Contains deals whichthat have been created or updated in the selected period. Built for all deals which have been won or in the “Opportunities” pipeline in the selected time period. Calculated as sum of converted deals value in each stage.
Filterable by start date, end datedate, and salesperson, the default period is 30 days.
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Opportunities by stage
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TheIt is the number of opportunities and their value (using converted value) by stage and status.
Filterable by start date, end datedate, and salesperson, the default period is 30 days.
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Opportunities by salesperson
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TheIt is the number of opened opportunities and their value (using converted value) by the salesperson.
Filterable by start date, end datedate, and salesperson, the default period is 30 days.
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New leads per salesperson
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The number of opened leads qualifying in stage “new lead” per salessalesperson person.is Calculatedcalculated as the count of distinct opened deals in stage “new lead”.lead.”
Filterable by start date, end datedate, and salesperson, the default period is 30 days.
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Leads qualifying in time
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Time series of open leads qualifying per salesperson. salesperson, Filterable by start date, end date, salesperson and stage.
Calculatedcalculated as the count of distinct opened deals in the “Lead Qualifying” pipeline.
Filterable by start date, end date, salespersonsalesperson, and stage.
Filterable by start date, end date, salesperson, and stage, the default period is 30 days.
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Leads per stage
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The number of open leads qualifying per stage.stage, Calculatedcalculated as the count of distinct opened deals in each stage.
Filterable by start date, end date, salespersonsalesperson, and stage, the default period is 30 days.
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Opportunities in time
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Time series of opened “Opportunities” per salesperson.salesperson, Calculatedcalculated as the count of distinct opened deals in each stage.
Filterable by start date, end date, salespersonsalesperson, and stage, the default period is 30 days.
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Lead qualifying: time in actual stage
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Time in the current stage for all deals in the “Lead Qualifying” pipeline.
Filterable by start date, end date, salesperson and stage, the default period is 30 days.
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Lead qualifying:The average time in stage
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Average time in the “"Lead Qualifying”Qualifying" pipeline for each stage,stage; includingincludes the total number of days needed for the whole flow.
Filterable by end date only. It's the day to which the averages are relevant,relevant. The default period is 30 days.
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Lead qualifying: average time in stage
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Time in the current stage for all deals in the "Opportunities" pipeline.
Filterable by start date, end date, salesperson, and stage, the default period is 30 days.
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Opportunities: time in actual stage
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Time in the current stage for all deals in the “Opportunities”"Opportunities" pipeline.
Filterable by start date, end date, salespersonsalesperson, and stage, the default period is 30 days.
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Opportunities: average time in stage
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AverageThe average time in the “Opportunities”"Opportunities" pipeline for each stage,stage; includingincludes the total number of days needed for the whole flow.
Filterable by end date only. It's the day to which the averages are relevant,relevant. theThe default period is 30 days.
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