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Deal Insights
Deal insights help you answer questions such as how is the deal progressing? What milestones have been met? What interactions are planned for the future?
Use the Deal Insights Dashboard
Click the fields on the left to populate the charts on the right. Click (1) Total $ Received Fee to understand what is your deal profitability status. Click (2) # Call Reports to understand overall client engagement, and what interactions you plan to engage with the customer. Click (3) Days since Last Interactions to see which deals need your attention.
KPI Calculations -Total Received Fee
- Received Fee: Sum of Received Fee for the Account.
- Received Fee Donut: Received Fee/ TotalExpectedFee for the Account.
- Received Fee Timeline: Sum of Received Fee and TotalExpectedFee over time for YTD.
KPI Calculations - # Call Reports
- # Call Reports: Count of call reports(Interaction Summary object) created in YTD.
- Call reports over time: Count of call reports created in YTD over CreatedDate.
- Call Report Breakdown: Count of call reports by InteractionType.
KPI Calculations - Days Since Last Interaction
- Days Since Last Interaction: Days between Last Interaction (StartTime) until now for that Deal.
- Days Since Last Interaction Timeline: Average of Days_Between_Interactions_per_Deal over StartTime.
- Interaction Overview: Summary of Interaction Name, InteractionType, and count of participants.
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