Analytics in the [Opportunities] section

The Analytics view contains summary data based on the information in the section: charts, indicators, ratings and reports.

More information about working with analytics and analytics setup can be found in the corresponding chapters.

The [Opportunity analytics] tab displays the summary of information about opportunities.

New vs existing customer sales by month	Diagram displaying how opportunity amounts are grouped by month. for the sales to new customers and existing customers per month. The data is displayed in chronological order.
Won vs lost opportunities by month	Diagram displaying the number of won and lost opportunities. Closed opportunities are grouped by month (in chronological order). Closed and won deals are displayed in separate series.
Revenue by month	Diagram displaying the total amount paid for orders connected to the opportunity. Payments are grouped by month (in chronological order).

Sales pipeline

The sales pipeline is used to analyze opportunities success, as well as to plan new opportunities guaranteeing future revenue. The diagram element's height corresponds to the number of opportunities carrying an up-to-date status. Opportunities with ”Closed lost”, ”Closed won”, ”Closed rejected” and ”Closed rerouted” statuses are not taken into account.

Stage conversion rate displays the percentage of opportunities that moved from one stage to another later stage during the specified time period. For example, during the month, 100 opportunities were at the “Needs analysis” stage, and 50 of them moved to the later stage by the end of the month. So, monthly stage conversion rate is equal to 50%.

The pipeline conversion displays the opportunities percentage at a certain stage, during the specified time period, against the total number of opportunities that started during this period. For example, 100 opportunities started during the month, and 55 of them passed the “Presentation” stage. So, monthly pipeline conversion of the “Presentation” stage is equal to 55%.

The number of opportunities displays how opportunities that started during the specified time period are grouped by stages by the end of that period. For example, by the end of the month 15 opportunities that started during the specified time period are on the “Proposal development” stage. So, the pipeline will now display 15 opportunities at this stage.

Opportunity amount in pipeline

Calculated indicator displaying the total amount of all opportunities in the pipeline.

Number of opportunities in pipeline

Calculated indicator displaying the number of opportunities in the pipeline.

The [Pipelines comparison] tab displays two dashboard components of sales pipeline: “Sales rep pipeline“ and “Company pipeline“. The “Sales rep pipeline“ involves filters settings in the section, whereas “Company pipeline“ forms independently from the filters.

The [Sales rep efficiency] tab displays information for analyzing the efficiency of sales representatives.

Payments per sales rep	Diagram displaying how the amount of payments is grouped per responsible sales representative. The amounts are calculated for the invoices connected to the opportunity. The data is displayed in descending order of total payment amount.
Number of active opportunities per sales rep	Diagram displaying how open opportunities are grouped per sales representative. The opportunities of the following stages are not taken into account: “Closed won“, “Closed lost“, “Closed rejected“, “Closed rerouted“.
Number of meetings per sales rep	Diagram displaying the number of conducted meetings connected to opportunities per sales representative. The data is sorted in alphabetical order. If the filter by owner is set in the section, the chart will display all conducted meetings connected to opportunities of the selected user regardless of who is responsible for the meeting.
Number of calls per sales rep	Diagram displaying how calls made within opportunities are grouped per sales representative. The data is sorted in alphabetical order. If the filter by owner is set in the section, the chart will display all calls made within opportunities of the selected user regardless of who is responsible for the call.