Snapshot Funnel & Pipeline
Name | Description | Unit | Calculation Logic |
|---|---|---|---|
Volume in stage | The active number of leads/opportunities available in each stage of the funnel | whole number | Count of Leads/Opportunities as on and not older than the specified time period, grouped by funnel stages |
Pipeline value in the stage | $ Pipeline value as available in CRM for active opportunities or Revsure estimated $ Pipeline value for active leads | $ | Sum of opportunity value of opportunities or sum of estimated pipeline value of leads as on and not older than the specified time period, grouped by funnel stages |
Booking value in the stage | $ Booking value as available in CRM for active opportunities or RevSure estimated $ Booking value for active leads | $ | Sum of Booking value of Bookings or sum of estimated booking value of leads as on and not older than the specified time period, grouped by funnel stages |
Duration in the stage | Average no of days spent by the active leads in that stage | days or months | Average number of days spent by each lead in a stage, as on and not older than the specified time period, grouped by funnel stages |
Account Volume in Stage | Active number of accounts in each stage of the funnel | whole number | Count of distinct Accounts in the volume in the stage metric, grouped by funnel stages |
Converted Volume from Stage | Number of leads converted to the next stage from the leads created during the time period | whole number | Count of leads converted from the stage to the next stage out of the generated volume in the created time period |
Converted Value from Stage | Actual or estimated pipeline $ value of the leads converted from the stage to the next | whole number | Sum of pipeline values of leads and opps of the converted volume from the stage |
Stage to Stage Conversion | Percentage of leads converted out of the generated volume from one stage to the next | % | Converted volume from stage to next stage / Generated volume in that stage |
Stage-to-stage velocity | Time taken by leads or opportunities to move to the next funnel stage in the applied time period | <whole number> days |
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Leakage volume from the stage | Count of leads or opportunities that have leaked from the funnel in the applied time period | Whole number |
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Leakage value from the stage | $ value (actual or projected) of leads or opportunities that have leaked from the funnel in the applied time period | $ |
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Total leakage value | sum of leakage values in all stages | $ |
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Duration in the stage before leakage | Time spent by leads or opportunities in the stage before leaking from the funnel in the applied time period | <whole number> days |
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Projected conversion to the next stage | Volume of entries projected to get converted from the current stage to the next stage, to the Pipeline stage, and Booking stage, expressed in % | % |
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Projected conversion to pipeline | RevSure estimated the pipeline conversion % of leads in a particular stage | % |
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Projected conversion to booking | RevSure estimated the booking conversion % of leads and opportunities in a particular stage | % |
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Velocity till stage | Average number of days taken by the leads in the current stage to reach the next stage | days or months | For the leads in the current stage, Average (Entry to start stage - Entry to Current stage) days, grouped by funnel stages |
Number of activities till the stage | Avg. Number of activities performed by the lead/opportunities in the stage | whole number | Average of the count of all activities performed by leads or opportunities in a stage |
Number of campaign activities till the stage | Avg. Number of campaigns touched by the lead/opportunities in the stage | whole number | Average of the count of all campaigns touched by leads or opportunities in a stage |
Volume in state | The active number of leads/opportunities available in each state of the pipeline | whole number |
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Value in state | $ Pipeline value as available in CRM for active opportunities | $ |
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Duration in state | Average no of days spent by the active opportunities in that state | days |
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Age till state | Number of days since entering the funnel | days |
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Conversion Rate | % leads or opportunities in one state that converted to the next state in the applied time period | % |
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Conversion Velocity | Time in days or months taken by leads or opportunities in one state to convert to the next state in the applied time period | days or months |
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Converted volume | Number of leads converted to the next stage from the leads created during the time period | whole number |
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Converted value | Actual or estimated pipeline $ value of the leads converted from the stage to the next | $ |
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Leakage volume | Count of leads or opportunities dropped or lost in the applied time period | whole number |
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Leakage value | Estimated $ value of leads or opportunities lost due to leakage or drop from that stage in the applied time period | $ |
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Leakage volume % | % count of leads or opportunities dropped or lost in the applied time period | % |
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Leakage value % | % $ value of leads or opportunities lost due to leakage or drop from that stage in the applied time period | % |
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Duration pre leakage | Avg time spent in the stage before leaking from the funnel | days |
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Age pre-leakage | Avg time spent in the funnel before leaking from the funnel | days |
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