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Opportunities

The data model provides insights into sales pipeline and revenue potential through opportunities categorized by sales stages, owners, sources, regions, and lost opportunities. It allows for performance evaluation, progress tracking, bottleneck identification, lead source effectiveness analysis, and strategic resource allocation based on the transaction and home currency amounts associated with each opportunity.

Benefits of This Data Model​

  • Improved Performance Evaluation: Allows for a thorough assessment of sales reps' performance based on opportunities assigned to each owner, helping in identifying top performers and areas for improvement.
  • Effective Lead Source Analysis: Enables a deep dive into lead sources to determine the most successful marketing channels, optimizing resource allocation and marketing strategies.
  • Enhanced Strategic Resource Allocation: Facilitates strategic allocation of resources by segmenting opportunities by regions, thereby focusing sales efforts where they are most likely to yield results.
  • Insightful Bottleneck Identification: Helps in tracking progress through sales stages and identifying bottlenecks that may be hindering the sales pipeline, allowing for timely intervention and resolution.

Key Performance Indicators (KPIs)​

  • Transaction Currency Amount: The total amount of the opportunity in the transaction currency.
  • Home Currency Amount: The total amount of the opportunity in the home currency.
  • Count: The total count of opportunities in the dataset.

Available Visualizations​

View NameDescription
OpportunitiesProvides insights on sales pipeline, revenue potential, and upcoming deals for forecasting.
Opportunities By StageAnalyzes opportunities grouped by sales stages to track progress and identify bottlenecks.
Opportunities By OwnerDisplays opportunities assigned to each sales rep for performance evaluation and workload balancing.
Opportunities By SourceBreaks down opportunities by lead sources to determine the most effective marketing channels.
Opportunities By RegionSegments opportunities by geographical regions to focus sales efforts and allocate resources strategically.
Lost OpportunitiesReviews lost opportunities to identify reasons for failure and improve win rates in the future.