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            Sales Performance

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            Sales Performance

            The Sales Insights Sales Performance tab shows how your sales are trending over time. Compare by team member, month, or quarter to see whether sales are trending up or down.

            From the top of the dashboard, select from the filters to narrow the scope of the analysis:

            • Time period. Filter by month, day, year.
            • Team member. Filter by team member.
            • Lead Source. Source of the lead.
            • Opportunity Type. Account names related to opportunities in the dashboard
            • State/Province. Area of the billing grouped by state or Province.
            • City. Area of the billing grouped by state or Province.
            • Owner. Names of opportunity owners. It can include inactive users or users who don’t own any deals in the selected period
            KPI CALCULATION
            Closed Won Sales The total Amount of all Closed Won Opportunities.
            Commit The total amount of all Open Opportunities where the Forecast Category is equal to Commit.
            Best Case Open Opportunities where the Forecast Category is Best Case.
            Open Pipeline The total amount of all Open Opportunities where the Forecast Category is equal to Pipeline, Best Case, Most Likely, or Commit.
            Average Sale 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).
            Closed Opportunities The total number of closed Opportunities (won and lost).
            Activities Completed The total number of Activities (Task and Events) where the Status is equal to Complete.
            Open Activities The total number of Activities (Task and Events) where today is less than the Due Date and Status is not equal to Complete.
            Overdue Activities The total number of Activities (Task and Events) where today is greater than the Due Date and Status is not equal to Complete.
             
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