1. Sales briefing
index:
- New customers: the number of new customers added by means of new/receiving/assigned
- New contact: Contacts added by way of new/receiving/assigned
- New Opportunities: Number of newly created opportunities
- Opportunities that have changed stages: the number of opportunities that have had a stage change
- Customer Visits (Advanced Field Service): The number of planned and completed visits, and the number of customers corresponding to these visits.
- New sales records: the number of sales records created and associated with preset objects
2. Lead transformation
index:
- Total number of leads: the total number of new leads added via new/received/assigned methods
- The number of leads converted into customers: the statistics are the number of leads converted into customers in the "total number of leads" (including new customers and existing customers)
- The number of leads converted into business opportunities: the statistics are the number of leads converted into business opportunities in "Total Leads", which is the statistics of the number of main leads of business opportunities
- The number of leads converted into orders: counts the number of leads that further generate orders after these leads in the "Total Leads" are converted to generate business opportunities
3. Sales stage conversion analysis
index:
-
Total Opportunities / Total Amount of Opportunities
- Total number of business opportunities: the number of all business opportunities that have entered this stage
- The total amount of business opportunities: the sum of the forecasted amounts of all business opportunities that have entered this stage (predicted amount = business opportunity amount * winning rate)
-
Average stay in the format "x days x hours x minutes x seconds"
- Average time spent in the current phase
- Average stay = sum (cumulative time spent in this stage) / total number of opportunities
-
The three colors represent circulation, retention, and loss
-
Churn/churn rate
- Churn: the number of business opportunities that are directly transferred from this stage to loss orders and invalid
- Churn Rate = (Churn / Total Opportunities) * 100%
-
stay
- Number of opportunities currently stuck at this stage
-
Sales cycle in the format "x days x hours x minutes x seconds"
- Average closing cycle for won opportunities in the current sales process
- Closing cycle of each business opportunity = time-consuming from business opportunity creation to business opportunity winning, the sales cycle is the average closing cycle of each winning business opportunity
-
average order price
- Average opportunity amount of won opportunities for the current sales process
-
Total conversion rate
- (total number of opportunities in this stage / total number of opportunities in first stage) * 100%
4. Leaderboard
index:
- Business opportunity amount: the business opportunity amount under the business opportunity is generated according to the creation time, and the sum is generated, life status - does not belong to - not valid, under review, invalid
- Winning business opportunity amount: the business opportunity amount under the business opportunity is changed according to the stage, and the sum is generated, stage status-belonging-win-order, life status-not belonging-not effective, under review, invalid
- Forecast: The forecasted amount under the business opportunity is calculated according to the estimated transaction date, summed and generated, stage status-belonging-in progress, winning order, life status-not belonging-not effective, under review, invalid
- Order amount: The amount of the sales order under the sales order is calculated according to the date of the order, summed and generated, life status - does not belong - not effective, under review, void
- Receipt amount: The repayment amount under the repayment details is summed according to the repayment date, and the life status - not belonging to - not effective, under review, invalid
- Contract amount: the contract amount under the contract is generated according to the creation time, and the summation, life status - does not belong - not effective, under review, invalid
- Number of new customers: The name of the customer under the customer is generated according to the change time of the person in charge, and the unique count is generated, and the life status - does not belong to - not effective, under review, invalid
- New number of contacts: the name of the contact under the contact, according to the change time of the person in charge, the unique count is generated, the life status - does not belong to - not effective, under review, invalid
- Number of new business opportunities: The name of the business opportunity under the business opportunity is generated according to the creation time and the unique count, and the life status - does not belong to - not valid, under review, invalid
- Number of new orders: the sales order number under the sales order is generated according to the date of the order, the unique count is generated, the life status - does not belong to - not effective, under review, invalid
- Number of new contracts: The number of contracts under the contract is generated according to the creation time and unique count, life status-not belonging-not effective, under review, invalid
- Number of visits (advanced field work): the name under the high-level field work is generated according to the completion date and unique count, whether it is completed-belongs-yes, life status-does not belong-not effective, under review, invalid
- New follow-up dynamic number: the information ID under the follow-up dynamic will be generated according to the creation time and unique count
5. Receipt Statistics
index:
- Receipts (including under review): The repayment details number under the repayment details is aggregated and generated by the person in charge of the repayment details according to the unique counting and statistics method of repayment number and repayment date. The detailed status of the payment is not invalid and has been voided.
- Receipt amount (including under review): The amount used under the repayment details is aggregated and generated according to the person in charge of the repayment details according to the sum of the repayment number and repayment date. The detailed status of the payment does not belong to ineffective and void.
- Receipt Amount: The amount used under the repayment details is aggregated and generated by the person in charge of the repayment details according to the sum of the repayment number and repayment date. The status of payment details does not belong to ineffective, under review, and void.
- Receipt amount under review: The amount used under the repayment details is aggregated and generated according to the person in charge of the repayment details according to the method of summing the repayment number and repayment date. The status of the payment details is under review.
Six, sales funnel (business opportunity amount)
index:
- Business opportunity amount: Generate the sum of the business opportunity amount under Business Opportunity 2.0 according to the creation time.
7. Ranking of employee goal completion rate
Target rule:
- Sales revenue target (payment target): sum the usage amount under the payment details by the payment (return number) and payment date.
8. Completion of department goals
target rule:
- Sales revenue target: sum the payment details and usage amount according to the payment (return number) and date of payment. Receipt number. Status belongs to Receipt.
Nine, order statistics
index:
- Number of orders (including under review): The sales order numbers under the sales order are aggregated and generated by the person in charge according to the unique counting method of the order date. The state of life is not invalid and has not taken effect.
- Order amount (including under review): The amount of the sales order under the sales order is aggregated and generated by the person in charge according to the summation and statistics method of the order date. The state of life does not belong to ineffective, invalid.
- Order amount: The amount of the sales order under the sales order is aggregated and generated by the person in charge according to the summation and statistics method of the order date. Life status does not belong to inactive, under review, void.
- Order amount under review: The amount of the sales order under the sales order is aggregated and generated by the person in charge according to the summation and statistics method of the order date. Vital status is under review.
10. Refund Statistics
index:
- Total number of refunds: the refund number under the refund is aggregated and generated by the person in charge according to the unique counting method of the refund date. Life status does not belong to inactive, under review, void.
- Total Refund Amount: The refund amount (yuan) under Refund is aggregated and generated according to the person in charge according to the sum of the refund date. Life status does not belong to inactive, under review, void.
- Amount Refunded: The refund amount (yuan) under Refund is aggregated and generated according to the person in charge according to the sum of the refund date. The status belongs to Refunded and the life status does not belong to Invalid. It is under review and invalid.
- Refund amount under review: The refund amount (yuan) under the refund is aggregated and generated by the person in charge according to the sum of the refund date. Vital status is under review.
Eleven, target completion rate
Target rule:
- Sales revenue target (payment target): sum the usage amount under the payment details by the payment (return number) and payment date.
12. Completion of annual goals
Target rule:
- Sales revenue target (payment target): sum the usage amount under the payment details by the payment (return number) and payment date.
