Opportunity Analysis

The Opportunity Analysis built-in sample contains a dashboard, report, and dataset for a software company that has two sales channels: direct and partner. The sales manager created this dashboard to track opportunities and revenue by region, deal size, and channel.

This sample relies on two measures of revenue:

• Revenue: A salesperson's estimate of what the revenue will be

• Factored revenue: Calculated as revenue X probability% and is accepted as being a more-accurate predictor of actual sales revenue. Probability is determined by the deal's current sales stage:

Lead: 10%

Qualify: 20%

Solution: 40%

Proposal: 60%

Finalize: 80%