Viewing Opportunity Charts
Several charts are available that support analysis of opportunities data. The data can be depicted in a variety of formats such as pie graph, bar graph, and so on.
The following table describes each opportunity analysis chart.
| Chart | Description |
|---|---|
Activity Analysis |
Displays the number of activity types for the selected record. |
Current Opportunity Analysis |
Displays a scatter diagram of the selected opportunity by revenue and probability. The end chart displays sales stage. |
Lead Analysis |
Displays the number of opportunities or revenue by organization or primary sales representative. The data is segmented by lead quality. |
Lead Source Analysis |
Displays the number of opportunities, revenue, or average revenue by time period. The data is segmented by lead source. |
Lead Source Pipeline Analysis |
Displays the number of opportunities by sales stage and lead source. |
New Business Analysis |
Displays the number of opportunities, revenue, or average revenue over a time period. |
Opportunity Analysis |
Displays the number of opportunities by product, source, territory, and competitor. |
Pipeline Analysis |
Displays the number of opportunities or revenue by sales stage, organization, revenue size, or sales method. |
Probability Cluster Analysis |
Displays a scatter diagram of your opportunities by revenue and probability. |
Rep Analysis |
Displays the number of opportunities, revenue, or average revenue by sales representative. The data can be segmented by sales stage and win probability. |
Revenue Analysis by Rep |
Displays the number of opportunities and revenue by sales representative. |
Sales Method Bar |
Displays the number of opportunity products or revenue by sales method. The data is segmented by sales stage. |
Sales Pipeline Analysis |
Displays the percentage of revenue quota and percentage of count quota. |
Sales Pipeline Phases Analysis |
Displays sales pipeline phases and the percentage of revenue quota or count quota achieved for each phase. |
This task is a step in Process of Managing Opportunities.