Revegy Won Opportunities Amount (Total)
This total value will likely be different from the Total Won Opportunities in the CRM. Here's why: Not all opportunities are being managed in Revegy. The 'Won Opportunities Amount' total is geared towards showing the total value of high value opportunities that were won while being managed within Revegy.
Purpose/Value
The Won Opportunities Amount (Total) helps answer the following questions:
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Are we closing enough key (a.k.a. Revegy managed) opportunities to achieve our goals?
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Is the opportunity planning program successful?
Blind Spots Addressed
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Are our win rates increasing?
Recommended Actions (Actionable Intelligence)
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Drill down to 'Won Opportunities by Quarter' to view trending across most recent quarters.
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Based on your findings, determine if a program refresher or coaching is needed.
KPI
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KPI = Total of all Closed Won Opportunities
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Data source = Won Opportunities managed in Revegy
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Currency = Revegy Company currency
Recommended Actions (Actionable Intelligence)
Click on the KPI to open the Opportunity Summary Dashboard - Revegy Won Opportunities table. The Opportunity Summary Dashboard will reflect the filters applied on the Executive Dashboard.
Chart
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Chart = Reflects the breakdown and cadence in which opportunities have been won
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Data source = Won Opportunities managed in Revegy
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X-axis = Close Date created in Quarters (e.g. Q1-2020) within the Current Year (e.g. CY, CY-1, CY-2)
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Y-axis = Total Won Opportunities amount
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Currency = Revegy Company currency
Purpose/Value
The Won Opportunities Amount (Total) chart helps answer the following questions:
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Are we winning more opportunities than we have in past quarters?
Recommended Actions (Actionable Intelligence)
Click on any bar to open the Opportunity Summary Dashboard - Revegy Won Opportunities table for that selected quarter.
