Revenue Opportunity Status

The Revenue Opportunity Status helps answer the following question:

Drill down to view the revenue closed and in-process by the account.
Determine which accounts are the most and least productive.
Based on your findings, determine where to focus your time and attention (i.e. where to inspect and coach).

KPI

KPI = Sum of all open and won opportunities
Source = CRM opportunities as tables within each account
Data source = Open Opportunities and Won Opportunities [MCT feeding into Opportunity Summary Analysis (OSA)]
Currency = Revegy Company currency

Click on the KPI to open the Account Summary Dashboard – Revenue Opportunity Status table. The Account Summary Dashboard will reflect the filters applied on the Executive Dashboard.

Breakdown of opportunites by their close date in the current fiscal year and next two fiscal years
Data source = Open Opportunities and Won Opportunities [MCT feeding into Opportunity Summary Analysis (OSA)]
X-axis = Expected 'Close Date' from the tables in quarters (e..g. Q1-2020) during the Current Year (e.g. CY -1, CY, CY + 1, CY + 2)
Y-axis = Total estimated size
Currency = Revegy Company currency
Bars are broken down by 'Open' and 'Won'
Legend order = Open, Won

The Revenue Opportunity Status chart helps answer the following question:

Among the opportunities identified, are there gaps in the fiscal year in which no opportunities are estimated to close?

Click on any bar or any date to open the Account Summary Dashboard – Revenue Opportunity Status table. for that selected quarter.