This subject area provides information on all the Opportunity Revenue Lines created in the system and the associated Account, Opportunity Owner, Lead, Campaign, Contact, Competitor and Partner.
The associated objects refers to the primary association only e.g. Primary Contact, Primary Partner, Primary Competitor.
This subject area can answer the following business questions:
What is the open/closed revenue for each of the product groups in the selected geography?
What products are often lost to key competitors? Is there a pattern?
What is the revenue lost to competition for a specific product/product group?
How is each member on the team performing on deal size, account coverage, and win rate?
What are the top 10 open opportunities? What are the target close dates for these?
What are the Top Stalled opportunities by Revenue line and who are the sales reps working on these?
What is the value trend of high value opportunities? Do they show a positive or negative trend?
What are the top ten products by revenue during the past quarter/year?
Who are the top competitors and what is the revenue exposure to them?
How do wins and losses trend quarterly for a specific product line?
The following job roles secure access to this subject area:
The following duty roles secure access to this subject area:
Navigator > Sales - Opportunities
This subject area supports historic analysis/time based reporting of Opportunity Revenue Lines based on the Opportunity Revenue Line Close date or it's Expected Close date.
Time dimension is linked to There are multiple role playing time dimensions and is anchored to the following dates: 1. Opportunity Revenue Line Expected Close Date, 2. Opportunity Revenue Line Actual Close Date, 3. Lead Created Date, 4. Lead Converted Date, 5. Lead Retired Date.
The grain is at the Opportunity Revenue level.
None.