The new analytics dashboard offers dozens of metrics and multiple widget types. This article will explain how each metric is calculated.
Average Contract Value (KPI)
The Average value of Closed Won deals (taken from the amount field of the deal) within the selected period.
Current Pipeline (KPI, Bar Chart, Line Chart)
Sum of Deals' amount for open deals
Deals (KPI, Bar Chart, Line Chart)
Number of deals
Deals and Revenue (Line Chart)
Chart with the number of deals and revenue
Deals Details (Table)
Table listing all deals and also their stage, deal value, creation date, and more.
Number of Partners (KPI)
Total number of partners until selected date. Show accumulated number on charts
Partner Performance (Table)
Table with all partners listing their total deals, won deals, revenue, and more.
Partners Created (KPI, Bar Chart, Line Chart)
Number of partners created over the selected period
Partners with Deals (KPI)
Number of partners with deals on selected period
Partners without Deals (KPI)
Number of partners without deals
Referrals (KPI)
Number of referrals on selected period
Revenue (KPI, Bar Chart, Line Chart)
Total revenue of Won deals
Sales Cycle (KPI)
Average sales cycle duration for won deals during the selected period
Top Partner - Current Pipeline (Pie Chart, Table)
Top partners on open deals revenue (amount)
Top Partner - Deals (Pie Chart)
Leading partners on number of deals
Top Partner - Revenue Share (Pie Chart)
Top partners based on Revenue (deals' amount) of selected period
Win Rate (KPI)
Closed Won deals divided by Total Number of Deals over the selected interval
Won Deals (KPI)
Total number of Closed Won deals