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Revenue Insights Sales Performance Tab
The Revenue Insights Sales Performance tab shows how your sales are trending over time. Compare by product area, month, or quarter to see whether sales are trending up or down.
Use the Sales Performance Chart
Use the Sales Performance chart for a comprehensive view of your sales trends over time. You can select three metrics at a time.
KPI Calculations
- Closed Won Sales: The total amount of all Closed Won Opportunities.
- Closed Opportunities: The total number of Opportunities (won and lost).
- Won Opportunities: The total number of Closed Won Opportunities.
- Average Sales Size: The total amount of all Closed Won Opportunities divided by the total number of Closed Won Opportunities.
- Average Days to Close: The sum of CloseDate minus CreatedDate for all Closed Won Opportunities divided by the total number of Closed Won Opportunities.
- Win Rate %: The percentage of Closed Won Opportunities to Closed Opportunities (including both won and lost).
ED Models
Get predictive insights directly from your Revenue Insights dashboard using embedded Einstein Discovery models. Einstein Discovery uses your data to create customized predictive models in a simple visual way. The models help you to understand what activities promote good outcomes and which activities negatively affect your outcomes for the following three areas: Deal Size, Win Rate, and Time to Close.
Click the Einstein Discovery icon (1) to open the insights. Einstein Discovery shows positive factors with green arrows pointing upwards (2). Einstein Discovery shows detrimental factors with red arrows pointing downwards (3).
