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Calculate Key Performance Indicators Using CRM Analytics
Learn the definitions of key metrics shown in Manufacturing Analytics dashboards.
Required Editions
| Available in: Enterprise and Unlimited Editions |
This table lists the key metrics and dashboards where they appear.
| Metric | Description | Available in Dashboards |
|---|---|---|
| Planned Revenue | Revenue planned for an account, agreement, product, or product family in the selected time frame. |
|
| Revenue Realization | Actual revenue as a percentage of planned revenue. | |
| Compliance | Actual revenue as a percentage of planned revenue to date. | |
| Actual vs Planned Difference (Revenue) | Difference in revenue generated and planned revenue in the selected time frame. | |
| Actual Revenue | Revenue generated from an account, agreement, product, or product family in the selected time frame. |
|
| Planned Quantity | Planned number of units of a product or product family to be sold to an account in the selected time frame. |
|
| Actual Quantity | Actual number of units of a product or product family sold to an account in the selected time frame. | |
| Demand Realization (Revenue or Quantity) | Actual demand (quantity or revenue) as a percentage of the planned demand for a product or product family. | |
| Actual vs Planned Difference (Quantity) | Difference in units of a product or product family sold and units planned to be sold. | |
| Pending Approvals | Planned revenue from agreements that are pending approval in the selected time frame. |
|
| Upcoming Renewals | Planned revenue from agreement renewals in the next 60 days. | |
| Approved | Planned revenue from approved agreements in the selected time frame. | |
| Under Revision | Planned revenue from agreements that are being revised. | |
| Outstanding Revenue | Difference between planned revenue and actual revenue for an agreement or agreement schedule. |
|
| Max Price | Maximum price at which the product was sold to an account in the selected time frame. |
|
| Min Price | Minimum price at which the product was sold to an account in the selected time frame. | |
| Avg Price | Average price at which the product was sold to an account in the selected time frame. | |
| Discount ($ or %) | Discount offered on the list price of the selected product. | |
| Orders (Revenue) | Revenue generated from orders placed in the selected time frame. | Account Insights - Orders Status |
| Orders (#) | Number of orders placed in the selected time frame. | |
| Length of Relationship (To Date) | Duration between today and the start date of the first sales agreement with an account. | Accounts Health - Relationship With my Accounts |
| Future Length of Relationship (Agreed Upon) | Duration between today and the expiry date of the planned agreement that ends last. | |
| Total Length of Relationship | Total duration of current and planned relationship based on sales agreements. | |
| Customer Lifetime Value | Total of revenue generated to date and revenue anticipated from the account. To calculate anticipated revenue, multiply planned revenue with historical performance of the account (past realization). | |
| Avg. Customer Lifetime Value | Average of customer lifetime values of all the accounts. | |
| Active Days | Number of days the agreement is active. | Sales Agreement Insights |
| Days Remaining | Number of days remaining before the agreement ends. | |
| Forecasted Revenue | Revenue forecasted for an account, agreement, product, or product family in the selected time frame. |
|
| Attainment | Actual revenue as a percentage of forecasted revenue. | |
| Actual vs Forecast Difference (Revenue) | Difference in revenue generated and forecasted revenue in the selected time frame. | |
| Gross Forecasted Revenue | Total forecasted revenue for a product or product family for the selected time frame. | Product Demand |
| Net Forecasted Revenue | Net forecasted revenue for a product or product family for the selected time frame. | |
| Forecasted Revenue (Adjusted) | Adjusted forecasted revenue for an account, product, or product family in the selected time frame. | Forecast Analysis |
| MAPE (Adjusted) | Adjusted mean absolute percentage error in the forecast. | |
| MAPE | Mean absolute percentage error in the forecast. | |
| Actual vs Forecasted Revenue (Adjusted) | Difference in revenue generated and adjusted forecasted revenue in the selected time frame. | |
| Actual vs Forecasted Revenue | Difference in revenue generated and forecasted revenue in the selected time frame. |
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