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The Opportunities section in Analytics allows users and managers to focus on opportunities by providing easy trending and analysis data on the opportunities generated in Salesforce.com. There are 4 different sections: Business Analysis, Pipeline Efficiency, Pipeline Monitor, and Report. Each section is outlined in the documentation wiki under the appropriate header. |
Sources | Direct Sources and Info: |
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CRM Salesforce | CRM Salesforce |
Refresh frequency | Daily |
Filters | Excludes:Recurrent Sales Opportunities, CONFIDENTIAL Opportunities,
Business Potential/Forecast Year (used for Top period selection) |
Specific Dimensions: | Indicators: | Details: |
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Business Potential YearTargeted First Delivery DateTargeted First Delivery MonthCreated DateExpected Close DateGBUGroup of ActivitySub ActivityBUMarketSegmentApplicationEnd UseMarket ShareRegion (account)Country (account)Customer ClassificationCorp Account GroupAccountAccount TypeProduct Level 1Product Level 2Product Level 3Product Level 4Product Level 5GBU ClassificationGBU Segmentation 1GBU Segmentation 2GBU Segmentation 3Manufacturing Plant NameManufacturing Plant CodeShipping PlantStageLost ReasonPriorityPriority ProjectOpp OwnerTeam MemberRecord TypeOpportunity NameOpportunity ID + LinkProbabilityOpportunity SourceCommercial RoadmapNew MarketStrategic SegmentCannibalizationWEGO ID
| - Expected Yearly at Maturity
- Weighted Yearly at Maturity
- Expected Business Potential
- Weighted Business Potential
- Number of Opportunities
| - Revenue
- Volume
- Contribution Margin %
- Contribution Margin (EUR/USD)
- Margin per Unit
- Target Unit Price (EUR/USD)
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