Sales KPI for Dashboarding – 1

Sales KPI Listing

Direct Reports Forecast (drills to Sales Results versus Forecast report)
Sales forecast of subordinate sales groups and members (drill to Sales Results versus Forecast report)
Lost
Value of opportunities marked “Lost” in selected period
Net Booked (drills to Sales Results versus Forecast report)
Booked Orders net of returns (by sales group)
No Opportunity
Value of opportunities marked as “No Opportunity” in selected period
Open Leads (drills to Leads, Opportunities, and Backlog report)
Leads open on as of date (drill to Leads, Oppty and Backlog report)
Open Opportunity Amount (drills to Leads, Opportunities and Backlog report)
Value of opportunities marked “Open” with close date in selected period (drill to Oppty / and Backlog report)
Open Opportunity Amount (drills to Opportunity Win/Loss report)
Value of opportunities marked “open” with close date in selected period (drill to Opportunity Win/Loss report)
Order Backlog
Value of open orders
Pipeline (drills to Forecast Overview report)
Value of forecastable opportunities in selected period (drill to Forecast Overview report)
Pipeline (drills to Weighted Pipeline report)
Value of forecastable opportunities in selected period (drill to Weighted Pipeline report)
Product Sales Revenue
Recognized product revenue (based on AR invoice line sales credits)