Revegy Managed Open Opportunities​

 

Purpose/Value

The Revegy Managed Open Opportunities shows the following:

• Focused on all other opportunities not closed/won

• How much revenue are we managing with our opportunity planning program?

 

KPI

 

• KPI = Total of all open opportunities

• Data source =Open opportunities managed in Revegy (where status is not closed/won or closed/lost)

• Currency = Revegy Company currency

 

Recommended Actions (Actionable Intelligence)

Click on the KPI to open the Opportunity Summary Dashboard - Revegy Managed Open Opportunities table. The Opportunity Summary Dashboard will reflect the filters applied on the Executive Dashboard.

 

 

Chart

 

• Chart = Opportunities broken down by their estimated close quarter

• Data source = Open Opportunities managed in Revegy

• X-axis = Expected Close Date created in Quarters (e.g. Q1-2020) within the Current Year and beyond (CY, CY+1, CY+2, etc.)

• Y-axis = Total open opportunities amount

• Currency = Revegy Company currency

• Bars = Broken down by Opportunity Stage

• Legend = Displays Opportunity Stage in the same order as in Revegy application

 

Purpose/Value

• Do I have a steady flow of key opportunities across quarters?

• In what stages are the opportunities?

• It helps sales leaders and frontline managers to identify where the team needs to focus

 

Blind Spots Addressed

• Do we have any early stage opportunities scheduled to be closed in the next quarter or so?

• Is the Estimated Close Date realistic when compared to the progress being made?

• Where are the risks?

 

Recommended Actions (Actionable Intelligence)

Click on any bar to open the Opportunity Summary Dashboard - Revegy Managed Open Opportunities table for that quarter.