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KPI and Insight Screen – Sales Scorecard View
- 27 May 2023
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KPI and Insight Screen – Sales Scorecard View
- Updated on 27 May 2023
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The Sales Scorecard KPI depicted below provides managers with an understanding of how sales progress relative to sales goals established in Sales Scorecards.
The Sales Scorecard view of the KPI screen shown above allows you to define the information on the Sales Scorecard KPI Chart, shown below.
The Sales Scorecard KPI Chart shows two pairs of bars representing:
- Proposed – Shows total estimated revenue for opportunities proposed during the specified period calculated in the same manner as the Proposed Actuals on the Sales Scorecard, next to budgeted proposed revenue for the same period based on the selected Sales Scorecard.
- Closed – Shows total estimated revenue for opportunities won during the specified period calculated in the same manner as the Closed Actuals on the Sales Scorecard, next to budgeted closed revenue for the same period based on the selected Sales Scorecard.
The opportunities for which estimated revenue will be included are further refined by the selections made on the Sales Scorecard view of the KPI screen as described in the table below.
| Screen Element | Description |
|---|---|
| KPI or Insight Type | When initially creating a new KPI element for display, this field allows you to choose one of the six KPI types and determines which view is used for accepting KPI parameters. When editing an existing KPI element, this field is read-only. |
| KPI or Insight Name | Allows you to specify the name of the KPI element that will be displayed in the KPI section on the Home page. |
| Start Date and End Date | These two fields allow you to specify a period to show proposed and closed sales. The period is specified by a start month and an inclusive end month. The Proposed Actual bar includes estimated revenue for opportunities whose proposed date is within the time range. The Closed Actual bar includes estimated revenue for opportunities whose won date is within the time range. |
| Score Card | Allows you to select one or more Sales Scorecards based on the budget values. |
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