Jose-Ignacio Patino





General Description

Scope:

Pipe view from CRM (Core + iCare)

  • Includes only " growth opportunities” (record types: Product qualified & product requiring qualification) for Core CRM
    • Excludes Recurrent Sales Opportunities, CONFIDENTIAL Opportunities,
  • DevPool ” for SpP iCare
    • DevPool is then split into "growth" and "recurrent" business types
    • Excludes Confidential Opportunities,

KPIs:

  • Weighted Expected Revenue (M€)
  • Unweighted Revenue (M€)
  • Weighted Expected Volume (T)
  • Unweighted Expected Volume (T)
  • Number of Opportunities

Dimensions:

Dimensions Overview

Reference dates:

  • Expected Closed Date
  • Opportunity Forecast Date
  • Target First Delivery Date

Currencies and Exchange Rate:

  • EUR
  • Conversion tables are from both CRM systems and are used to convert from opportunity document currency to EUR

Sources:

    • SFDC CORE & iCARE

Data Refresh Frequency:

  • Daily (morning CET)



  • ExCom members
  • Excellence Center
  • GBU Leadership Team


All GBUs or by GBU.