NextOS Analytics Metrics Glossary for CRM Sales

The table below lists the available metrics for the Sale entity in Nextiva CRM.

NOTES: 

  • The metrics can be grouped by dimensions: Stage, Department, and Owner.
  • The metrics are available for breakdowns: Period, Quarterly, Monthly, Weekly, Daily.
  • The same metric can be used for multiple groups, depending on which calculations can be applied to the metric (e.g. Total Negotiation Sales).
  • Count: The number of all metric values of the respective entity that meet any filter criteria over the selected breakdown period (e.g. Total Negotiation Sales for the selected period).
  • Sum: The total of all values of the respective entity that meet any filter criteria over the selected breakdown period (e.g. Total Negotiation Sales Amount of all sales for the selected period).

Metric

Description

Groups/Calculations

Total Lead Sales All sales in stage status = Lead at the end of the breakdown period Count
Total Lost Sales All sales moved to stage status = Lost Count
Total Needs Assessment Sales All sales in stage status = Needs Assessment at the end of the breakdown period Count
Total Negotiation Sales All sales in stage status = Negotiation at the end of the breakdown period Count
Total Proposal Quote Sales All sales in stage status = Proposal Quote at the end of the breakdown period Count
Total Sales All sales in a stage for respective settings in the selected time range Count
Total Sales changed to Lead All sales moved to stage status = Lead and still in the Lead stage during the breakdown period Count
Total Sales changed to Needs Assessment All sales moved to stage status = Needs Assessment and still in the Needs Assessment stage during the breakdown period Count
Total Sales changed to Negotiation All sales moved to stage status = Negotiation and still in the Negotiation stage during the breakdown period Count
Total Sales changed to Proposal Quote All sales moved to stage status = Proposal Quote and still in the Proposal Quote stage during the breakdown period Count
Total Sales changed to Value Presentation All sales moved to stage status = Value Presentation and still in the Value Presentation stage during the breakdown period Count
Total Value Presentation Sales All sales in stage status = Value Presentation at the end of the breakdown period Count
Total Won Sales All sales moved to stage status = Won Count

Metric

Description

Groups/Calculations

Total Amount Amount of all sales in a stage for the respective settings in selected time range Sum
Total Lead Sales Amount Amount of all sales in stage status = Lead at the end of the breakdown period Sum
Total Lead Sales Probability Amount Sum of amount of all sales in stage status = Lead multiplied by stage probability at the end of the breakdown period Sum
Total Lost Sales Amount Amount of all sales moved to the stage status = Lost Sum
Total Lost Sales Probability Amount Sum of amount of all sales moved to the stage status = Lost and still in Lost multiplied by stage probability during the breakdown period Sum
Total Needs Assessment Sales Amount Amount of all sales in stage status = Needs Assessment at the end of the breakdown period Sum
Total Needs Assessment Sales Probability Amount Sum of amount of all sales in stage status = Needs Assessment multiplied by stage probability at the end of the breakdown period Sum
Total Negotiation Sales Amount Amount of all sales in stage status = Negotiation at the end of the breakdown period Sum
Total Negotiation Sales Probability Amount Sum of amount of all sales in stage status = Negotiation multiplied by stage probability at the end of the breakdown period  Sum
Total Proposal Quote Sales Amount Amount of all sales in stage status = Proposal Quote at the end of the breakdown period Sum
Total Proposal Quote Sales Probability Amount Sum of amount of all sales in stage status = Proposal Quote multiplied by stage probability at the end of the breakdown period Sum
Total Sales Amount changed to Lead Amount of all sales moved to stage status = Lead and still in the Lead stage during the breakdown period Sum
Total Sales Amount changed to Needs Assessment Amount of all sales moved to stage status = Needs Assessment and still in the Needs Assessment stage during the breakdown period Sum
Total Sales Amount changed to Negotiation Amount of all sales moved to stage status = Negotiation and still in the Negotiation stage during the breakdown period Sum
Total Sales Amount changed to Proposal Quote Amount of all sales moved to stage status = Proposal Quote and still in the Proposal Quote stage during the breakdown period Sum
Total Sales Amount changed to Value Presentation Amount of all sales moved to stage status = Value Presentation and still in the Value Presentation stage during the breakdown period Sum
Total Value Presentation Sales Amount Amount of all sales in stage status = Value Presentation at the end of the breakdown period Sum
Total Value Presentation Sales Probability Amount Sum of amount of all sales in stage status = Value Presentation multiplied by stage probability at the end of the breakdown period Sum
Total Won Sales Amount Amount of all sales moved to the stage status = Won Sum
Total Won Sales Probability Amount Sum of amount of all sales moved to the stage status = Won and still in the Won stage multiplied by stage probability during the breakdown period Sum

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