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Opportunity Analysis in the Revenue Explorer allows you to examine your opportunities at a deeper level. Slice and dice the data based on any lead/company attributes, such as lead source, industry or geography. Analyze opportunity creation and close based on name, stage or probability. Find out marketing contributions to the pipeline.  

Example analysis

Here are a few reports you can create in the Opportunity Analysis area.

1. Marketing Influence on Opportunties Created

What percentage of your company’s pipeline was influenced by your marketing programs? This report gives you the answer. The following pie charts demonstrate the percentage of the number of all opportunities and the opportunity amount that were acquired by a marketing program.

2. Marketing Influence on Opportunities Closed and Won

This report shows how much revenue was acquired and influenced by marketing, by number and amount.

3. Opportunity Closed by Lead Source

This report breaks down all the opportunities closed by lead source and gives you a clear overview of which sources are working and which aren't.

4. Time to Close by Source

 This report demonstrates the relationship between the average days to close an opportunity and the lead source.
5. Open Opportunity and Stage

This report shows how many opportunities are open in each revenue cycle stage.

6. Number of Opportunities by Year by Industry

This report answers the question, "Are we getting more or fewer opportunities from certain industries year over year?"

Opportunity Analysis Dimensions and Measures

Opportunity Analysis gives you access to all lead, company and opportunity related dimensions and opportunity-related measures. Use these opportunity analysis dimensions and measures to answer specific questions in your report.

1. Company Attributes
DimensionDescription
Annual RevenueCompany's annual revenue
CityThe city where the company is located
CountryThe county where the company is located
IndustryThe industry the company is in
Company NameName of the company
Number of employeesNumber of Employees in the Company
Postal CodeCompany's postal code
SIC CodeCompany's SIC Code
StateThe state where the company is located

 

2. Lead Attributes
DimensionDescription
BlacklistedThe lead is blacklisted
Converted to OpportunityThe lead is converted to an opportunity
Email InvalidWhether the lead has a valid email address
Marketing SuspendedIs the lead suspended from marketing emails
Email AddressLead's email address
Job TitleLead's job title
Full NameLead's full name
Original Source TypeLead's original source type
Register Source TypeLead's registered source type
Lead Owner Email AddressLead owner's email address
Lead Owner Job TitleLead owner's job title
Lead Owner NameLead owner's name
Lead SourceLead source
Lead StatusLead status

 

3. Lead Created Timeframe
DimensionDescription
Lead Created YearThe year when the lead is created
Lead Created QuarterThe quarter when the lead is created
Lead Created MonthThe month when the lead is created
Lead Created WeekThe week when the lead is created
Lead Created DateThe date when the lead is created

 

4. Opportunity Attributes
DimensionDescription
Opportunity ClosedIs the opportunity closed
Opportunity Forecast CategoryOpportunity forecast category
Opportunity NameOpportunity name
Opportunity StageOpportunity stage
Opportunity TypeOpportunity type
Opportunity WonIs this opportunity closed and won
Marketing Influenced OpportunityThis flag indicates if any of the lead/contact was acquired by or achieved success in any marketing program. Only programs that have a period cost defined are considered.

 

5. Opportunity Closed Timeframe
DimensionDescription
Opportunity Closed YearThe year when the opportunity is closed
Opportunity Closed QuarterThe quarter when the opportunity is closed
Opportunity Closed MonthThe month when the opportunity is closed
Opportunity Closed WeekThe week when the opportunity is closed
Opportunity Closed DateThe date when the opportunity is closed
6. Opportunity Created Timeframe
DimensionDescription
Opportunity Created YearThe year when the opportunity is created
Opportunity Created QuarterThe quarter when the opportunity is created
Opportunity Created MonthThe month when the opportunity is created
Opportunity Created WeekThe week when the opportunity is created
Opportunity Created DateThe date when the opportunity is created
7. Measures
MeasureDescription
Avg Days to Close OpportunityAverage number of days to close an opportunity
Avg Days to Close Opportunity (Lost)Average number of days to a lost opportunity
Avg Days to Close Opportunity (Won)Average number of days to a won opportunity
Number of All OpportunitiesTotal number of all opportunities
Number of Opportunities (Closed)Total number of opportunities that are closed (won or lost)
Number of Opportunities (Lost)Total number of opportunities that are lost
Number of Opportunities (Open)Total number of opportunities that are still open
Number of Opportunities (Won)Total number of opportunities that are won
Opportunity AmountTotal opportunity amount. If more than one lead is associated with an opportunity, allocation amount is based on lead score.
Opportunity Amount (Lost)Total amount for lost opportunities. If more than one lead is associated with an opportunity, allocation amount is based on lead score.
Opportunity Amount (Open)Total amount for open opportunities. If more than one lead is associated with an opportunity, allocation amount is based on lead score.
Opportunity Amount (Won)Total amount for won opportunities. If more than one lead is associated with an opportunity, allocation amount is based on lead score.