Category: Sales
The Opportunity Analysis Sample contains a dashboard (and associated report) for a software company that has 2 sales channels: direct and partner. The Sales Manager created this dashboard to track opportunities and revenue by region, deal size, and channel. The Sales Manager relies on two measures of revenue: Revenue – this is a salesperson’s estimate of what he believes the revenue will be. Factored Revenue – this is calculated as Revenue X Probability% and is generally accepted as being a more-accurate predictor of actual sales revenue. Probability is determined by the deal’s current Sales Stage. Lead – 10% Qualify – 20% Solution – 40% Proposal – 60% Finalize – 80%
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