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Tableau Enterprise: CRM Opportunity

_CRM_Opportunity: Tableau Enterprise Templates

This page describes DataSelf Enterprise’s customizable Tableau Templates for CRM Opportunity.

KPI: A key performance indicator. Examples: a Report such as "Yearly Revenue"; a Dashboard widget (e.g., the main chart from the Cash Flow Projection dashboard); a Data Source measure (e.g., Cost of Sales from the _SI_SalesInvoice Data Source); a Data Source dimension (e.g., the Customer dimension from _AR_Aging_Today that provide the list of customers with open AR).

Dashboards

A Tableau Dashboard contains one or more Tableau Worksheets and/or other objects such as webpages.

Dashboard Naming Convention:

  • “Tableau Workbook name (twb file)”: “Tableau Dashboard name (view name)”

  • E.g., “- AP Aging: Vendor” dashboard can be found in the “Vendor” worksheet on the “- AP Aging.twb” workbook. In Tableau Server, search for “- AP Aging”, then click the “Vendor” view.

Dashboard List

DataSelf Analytics: CRM Funnel (7 KPI)
DataSelf Analytics: CRM Opportunities (1 KPI)
DataSelf Analytics: CRM Sales Velocity (2 KPI)
DataSelf Analytics: CRM Stuck Opportunities (6 KPI)
– Closing Soon: Closing Soon (1 KPI)
– Opportunities: Account (4 KPIs)
– Opportunities: All Opportunities (4 KPIs)
– Opportunities: Details (4 KPIs)
– Opportunities: Owner (4 KPIs)
– Pipeline: Account (1 KPI)
– Pipeline: Details (2 KPIs)
– Pipeline: Owner (1 KPI)
– Pipeline: Region (1 KPI)
– Sales Funnel: Account (1 KPI)
– Sales Funnel: Details (2 KPIs)
– Sales Funnel: Funnel (1 KPI)
– Sales Funnel: Owner (1 KPI)
– Sales Funnel: Region (1 KPI)
– Sales Velocity: Details (7 KPIs)
– Sales Velocity: KPI Components (5 KPIs)
– Sales Velocity: Trend Lines (5 KPIs)
– Stuck Opportunities: Account (1 KPI)
– Stuck Opportunities: Details (2 KPIs)
– Stuck Opportunities: Last Update Date (1 KPI)
– Stuck Opportunities: Owner (1 KPI)
– Stuck Opportunities: Region (1 KPI)
– Stuck Opportunities: Stage (1 KPI)

Reports

A Tableau Report is a Tableau Worksheet with a grid or chart. Report Naming Convention:

  • Main report of a Workbook: “Tableau Workbook name (twb file)”

  • Slices of the main report: “Tableau Workbook name (twb file)”: “Tableau Worksheet name (view name)”

  • E.g.:

    • “Account - Avg Days to Close” report can be found in the “Core” worksheet on the “Account - Avg Days to Close.twb” workbook. In Tableau Server, search for “Account - Avg Days to Close”, then click the “Core” view.

    • “Account - Avg Days to Close: Owner” report can be found in the “Owner” worksheet on the “Account - Avg Days to Close.twb” workbook. In Tableau Server, search for “Account - Avg Days to Close”, then click the “Owner” view.

Report List

Account - Avg Days to Close: Acct Address (1 KPI)
Account - Avg Days to Close: Acct Territory (1 KPI)
Account - Avg Days to Close: Acct Type (1 KPI)
Account - Avg Days to Close: Campaign (1 KPI)
Account - Avg Days to Close: Core (1 KPI)
Account - Avg Days to Close: Opp Type (1 KPI)
Account - Avg Days to Close: Owner (1 KPI)
Account - Lost and Lost Ratio by Month: Acct Address (1 KPI)
Account - Lost and Lost Ratio by Month: Acct Territory (1 KPI)
Account - Lost and Lost Ratio by Month: Acct Type (1 KPI)
Account - Lost and Lost Ratio by Month: Campaign (1 KPI)
Account - Lost and Lost Ratio by Month: Core (1 KPI)
Account - Lost and Lost Ratio by Month: Opp Type (1 KPI)
Account - Lost and Lost Ratio by Month: Owner (1 KPI)
Account - Lost and Lost Ratio by Year: Acct Address (1 KPI)
Account - Lost and Lost Ratio by Year: Acct Territory (1 KPI)
Account - Lost and Lost Ratio by Year: Acct Type (1 KPI)
Account - Lost and Lost Ratio by Year: Campaign (1 KPI)
Account - Lost and Lost Ratio by Year: Core (1 KPI)
Account - Lost and Lost Ratio by Year: Opp Type (1 KPI)
Account - Lost and Lost Ratio by Year: Owner (1 KPI)
Account - Open Opportunities: Acct Address (1 KPI)
Account - Open Opportunities: Acct Territory (1 KPI)
Account - Open Opportunities: Acct Type (1 KPI)
Account - Open Opportunities: Campaign (1 KPI)
Account - Open Opportunities: Core (1 KPI)
Account - Open Opportunities: Opp Stage (1 KPI)
Account - Open Opportunities: Opp Type (1 KPI)
Account - Open Opportunities: Owner (1 KPI)
Account - Open Opportunities by Exp Date: Acct Address (1 KPI)
Account - Open Opportunities by Exp Date: Acct Territory (1 KPI)
Account - Open Opportunities by Exp Date: Acct Type (1 KPI)
Account - Open Opportunities by Exp Date: Campaign (1 KPI)
Account - Open Opportunities by Exp Date: Core (1 KPI)
Account - Open Opportunities by Exp Date: Opp Stage (1 KPI)
Account - Open Opportunities by Exp Date: Opp Type (1 KPI)
Account - Open Opportunities by Exp Date: Owner (1 KPI)
Account - Open Opportunities Closing Soon: Acct Address (1 KPI)
Account - Open Opportunities Closing Soon: Acct Territory (1 KPI)
Account - Open Opportunities Closing Soon: Acct Type (1 KPI)
Account - Open Opportunities Closing Soon: Campaign (1 KPI)
Account - Open Opportunities Closing Soon: Core (1 KPI)
Account - Open Opportunities Closing Soon: Opp Stage (1 KPI)
Account - Open Opportunities Closing Soon: Opp Type (1 KPI)
Account - Open Opportunities Closing Soon: Owner (1 KPI)
Account - Open Opportunities Stuck: Acct Address (1 KPI)
Account - Open Opportunities Stuck: Acct Territory (1 KPI)
Account - Open Opportunities Stuck: Acct Type (1 KPI)
Account - Open Opportunities Stuck: Campaign (1 KPI)
Account - Open Opportunities Stuck: Core (1 KPI)
Account - Open Opportunities Stuck: Opp Stage (1 KPI)
Account - Open Opportunities Stuck: Opp Type (1 KPI)
Account - Open Opportunities Stuck: Owner (1 KPI)
Account - Open Opportunity Details: Acct Address (1 KPI)
Account - Open Opportunity Details: Acct Territory (1 KPI)
Account - Open Opportunity Details: Acct Type (1 KPI)
Account - Open Opportunity Details: Campaign (1 KPI)
Account - Open Opportunity Details: Core (1 KPI)
Account - Open Opportunity Details: Opp Type (1 KPI)
Account - Open Opportunity Details: Owner (1 KPI)
Account - Open, Won, Lost, Total and Count by Month: Acct Address (1 KPI)
Account - Open, Won, Lost, Total and Count by Month: Acct Territory (1 KPI)
Account - Open, Won, Lost, Total and Count by Month: Acct Type (1 KPI)
Account - Open, Won, Lost, Total and Count by Month: Campaign (1 KPI)
Account - Open, Won, Lost, Total and Count by Month: Core (1 KPI)
Account - Open, Won, Lost, Total and Count by Month: Opp Type (1 KPI)
Account - Open, Won, Lost, Total and Count by Month: Owner (1 KPI)
Account - Open, Won, Lost, Total and Count by Year: Acct Address (1 KPI)
Account - Open, Won, Lost, Total and Count by Year: Acct Territory (1 KPI)
Account - Open, Won, Lost, Total and Count by Year: Acct Type (1 KPI)
Account - Open, Won, Lost, Total and Count by Year: Campaign (1 KPI)
Account - Open, Won, Lost, Total and Count by Year: Core (1 KPI)
Account - Open, Won, Lost, Total and Count by Year: Opp Type (1 KPI)
Account - Open, Won, Lost, Total and Count by Year: Owner (1 KPI)
Account - Win Forecast by Month: Acct Address (1 KPI)
Account - Win Forecast by Month: Acct Territory (1 KPI)
Account - Win Forecast by Month: Acct Type (1 KPI)
Account - Win Forecast by Month: Campaign (1 KPI)
Account - Win Forecast by Month: Core (1 KPI)
Account - Win Forecast by Month: Opp Stage (1 KPI)
Account - Win Forecast by Month: Opp Type (1 KPI)
Account - Win Forecast by Month: Owner (1 KPI)
Account - Win Forecast by Quarter: Acct Address (1 KPI)
Account - Win Forecast by Quarter: Acct Territory (1 KPI)
Account - Win Forecast by Quarter: Acct Type (1 KPI)
Account - Win Forecast by Quarter: Campaign (1 KPI)
Account - Win Forecast by Quarter: Core (1 KPI)
Account - Win Forecast by Quarter: Opp Stage (1 KPI)
Account - Win Forecast by Quarter: Opp Type (1 KPI)
Account - Win Forecast by Quarter: Owner (1 KPI)
Account - Won and Win Ratio by Month: Acct Address (1 KPI)
Account - Won and Win Ratio by Month: Acct Territory (1 KPI)
Account - Won and Win Ratio by Month: Acct Type (1 KPI)
Account - Won and Win Ratio by Month: Campaign (1 KPI)
Account - Won and Win Ratio by Month: Core (1 KPI)
Account - Won and Win Ratio by Month: Opp Type (1 KPI)
Account - Won and Win Ratio by Month: Owner (1 KPI)
Account - Won and Win Ratio by Year: Acct Address (1 KPI)
Account - Won and Win Ratio by Year: Acct Territory (1 KPI)
Account - Won and Win Ratio by Year: Acct Type (1 KPI)
Account - Won and Win Ratio by Year: Campaign (1 KPI)
Account - Won and Win Ratio by Year: Core (1 KPI)
Account - Won and Win Ratio by Year: Opp Type (1 KPI)
Account - Won and Win Ratio by Year: Owner (1 KPI)
Account - Won by Month: Acct Address (1 KPI)
Account - Won by Month: Acct Territory (1 KPI)
Account - Won by Month: Acct Type (1 KPI)
Account - Won by Month: Campaign (1 KPI)
Account - Won by Month: Core (1 KPI)
Account - Won by Month: Opp Type (1 KPI)
Account - Won by Month: Owner (1 KPI)
Account - Won by Month and MTD: Acct Address (1 KPI)
Account - Won by Month and MTD: Acct Territory (1 KPI)
Account - Won by Month and MTD: Acct Type (1 KPI)
Account - Won by Month and MTD: Campaign (1 KPI)
Account - Won by Month and MTD: Core (1 KPI)
Account - Won by Month and MTD: Opp Type (1 KPI)
Account - Won by Month and MTD: Owner (1 KPI)
Account - Won by Quarter and QTD: Acct Address (1 KPI)
Account - Won by Quarter and QTD: Acct Territory (1 KPI)
Account - Won by Quarter and QTD: Acct Type (1 KPI)
Account - Won by Quarter and QTD: Campaign (1 KPI)
Account - Won by Quarter and QTD: Core (1 KPI)
Account - Won by Quarter and QTD: Opp Type (1 KPI)
Account - Won by Quarter and QTD: Owner (1 KPI)
Account - Won by Year: Acct Address (1 KPI)
Account - Won by Year: Acct Territory (1 KPI)
Account - Won by Year: Acct Type (1 KPI)
Account - Won by Year: Campaign (1 KPI)
Account - Won by Year: Core (1 KPI)
Account - Won by Year: Opp Type (1 KPI)
Account - Won by Year: Owner (1 KPI)
Account - Won by Year and YTD: Acct Address (1 KPI)
Account - Won by Year and YTD: Acct Territory (1 KPI)
Account - Won by Year and YTD: Acct Type (1 KPI)
Account - Won by Year and YTD: Campaign (1 KPI)
Account - Won by Year and YTD: Core (1 KPI)
Account - Won by Year and YTD: Opp Type (1 KPI)
Account - Won by Year and YTD: Owner (1 KPI)
Account - Won Same Month Prior Year: Acct Address (1 KPI)
Account - Won Same Month Prior Year: Acct Territory (1 KPI)
Account - Won Same Month Prior Year: Acct Type (1 KPI)
Account - Won Same Month Prior Year: Campaign (1 KPI)
Account - Won Same Month Prior Year: Core (1 KPI)
Account - Won Same Month Prior Year: Opp Type (1 KPI)
Account - Won Same Month Prior Year: Owner (1 KPI)
Account - Won Same Quarter Prior Year: Acct Address (1 KPI)
Account - Won Same Quarter Prior Year: Acct Territory (1 KPI)
Account - Won Same Quarter Prior Year: Acct Type (1 KPI)
Account - Won Same Quarter Prior Year: Campaign (1 KPI)
Account - Won Same Quarter Prior Year: Core (1 KPI)
Account - Won Same Quarter Prior Year: Opp Type (1 KPI)
Account - Won Same Quarter Prior Year: Owner (1 KPI)
Acct Address - Avg Days to Close: Account (1 KPI)
Acct Address - Avg Days to Close: Acct Territory (1 KPI)
Acct Address - Avg Days to Close: Acct Type (1 KPI)
Acct Address - Avg Days to Close: Campaign (1 KPI)
Acct Address - Avg Days to Close: Core (1 KPI)
Acct Address - Avg Days to Close: Opp Type (1 KPI)
Acct Address - Avg Days to Close: Owner (1 KPI)
Acct Address - Lost and Lost Ratio by Month: Account (1 KPI)
Acct Address - Lost and Lost Ratio by Month: Acct Territory (1 KPI)
Acct Address - Lost and Lost Ratio by Month: Acct Type (1 KPI)
Acct Address - Lost and Lost Ratio by Month: Campaign (1 KPI)
Acct Address - Lost and Lost Ratio by Month: Core (1 KPI)
Acct Address - Lost and Lost Ratio by Month: Opp Type (1 KPI)
Acct Address - Lost and Lost Ratio by Month: Owner (1 KPI)
Acct Address - Lost and Lost Ratio by Year: Account (1 KPI)
Acct Address - Lost and Lost Ratio by Year: Acct Territory (1 KPI)
Acct Address - Lost and Lost Ratio by Year: Acct Type (1 KPI)
Acct Address - Lost and Lost Ratio by Year: Campaign (1 KPI)
Acct Address - Lost and Lost Ratio by Year: Core (1 KPI)
Acct Address - Lost and Lost Ratio by Year: Opp Type (1 KPI)
Acct Address - Lost and Lost Ratio by Year: Owner (1 KPI)
Acct Address - Open Opportunities: Account (1 KPI)
Acct Address - Open Opportunities: Acct Territory (1 KPI)
Acct Address - Open Opportunities: Acct Type (1 KPI)
Acct Address - Open Opportunities: Campaign (1 KPI)
Acct Address - Open Opportunities: Core (1 KPI)
Acct Address - Open Opportunities: Opp Stage (1 KPI)
Acct Address - Open Opportunities: Opp Type (1 KPI)
Acct Address - Open Opportunities: Owner (1 KPI)
Acct Address - Open Opportunities by Exp Date: Account (1 KPI)
Acct Address - Open Opportunities by Exp Date: Acct Territory (1 KPI)
Acct Address - Open Opportunities by Exp Date: Acct Type (1 KPI)
Acct Address - Open Opportunities by Exp Date: Campaign (1 KPI)
Acct Address - Open Opportunities by Exp Date: Core (1 KPI)
Acct Address - Open Opportunities by Exp Date: Opp Stage (1 KPI)
Acct Address - Open Opportunities by Exp Date: Opp Type (1 KPI)
Acct Address - Open Opportunities by Exp Date: Owner (1 KPI)
Acct Address - Open Opportunities Closing Soon: Account (1 KPI)
Acct Address - Open Opportunities Closing Soon: Acct Territory (1 KPI)
Acct Address - Open Opportunities Closing Soon: Acct Type (1 KPI)
Acct Address - Open Opportunities Closing Soon: Campaign (1 KPI)
Acct Address - Open Opportunities Closing Soon: Core (1 KPI)
Acct Address - Open Opportunities Closing Soon: Opp Stage (1 KPI)
Acct Address - Open Opportunities Closing Soon: Opp Type (1 KPI)
Acct Address - Open Opportunities Closing Soon: Owner (1 KPI)
Acct Address - Open Opportunities Stuck: Account (1 KPI)
Acct Address - Open Opportunities Stuck: Acct Territory (1 KPI)
Acct Address - Open Opportunities Stuck: Acct Type (1 KPI)
Acct Address - Open Opportunities Stuck: Campaign (1 KPI)
Acct Address - Open Opportunities Stuck: Core (1 KPI)
Acct Address - Open Opportunities Stuck: Opp Stage (1 KPI)
Acct Address - Open Opportunities Stuck: Opp Type (1 KPI)
Acct Address - Open Opportunities Stuck: Owner (1 KPI)
Acct Address - Open Opportunity Details: Account (1 KPI)
Acct Address - Open Opportunity Details: Acct Territory (1 KPI)
Acct Address - Open Opportunity Details: Acct Type (1 KPI)
Acct Address - Open Opportunity Details: Campaign (1 KPI)
Acct Address - Open Opportunity Details: Core (1 KPI)
Acct Address - Open Opportunity Details: Opp Type (1 KPI)
Acct Address - Open Opportunity Details: Owner (1 KPI)
Acct Address - Open, Won, Lost, Total and Count by Month: Account (1 KPI)
Acct Address - Open, Won, Lost, Total and Count by Month: Acct Territory (1 KPI)
Acct Address - Open, Won, Lost, Total and Count by Month: Acct Type (1 KPI)
Acct Address - Open, Won, Lost, Total and Count by Month: Campaign (1 KPI)
Acct Address - Open, Won, Lost, Total and Count by Month: Core (1 KPI)
Acct Address - Open, Won, Lost, Total and Count by Month: Opp Type (1 KPI)
Acct Address - Open, Won, Lost, Total and Count by Month: Owner (1 KPI)
Acct Address - Open, Won, Lost, Total and Count by Year: Account (1 KPI)
Acct Address - Open, Won, Lost, Total and Count by Year: Acct Territory (1 KPI)
Acct Address - Open, Won, Lost, Total and Count by Year: Acct Type (1 KPI)
Acct Address - Open, Won, Lost, Total and Count by Year: Campaign (1 KPI)
Acct Address - Open, Won, Lost, Total and Count by Year: Core (1 KPI)
Acct Address - Open, Won, Lost, Total and Count by Year: Opp Type (1 KPI)
Acct Address - Open, Won, Lost, Total and Count by Year: Owner (1 KPI)
Acct Address - Win Forecast by Month: Account (1 KPI)
Acct Address - Win Forecast by Month: Acct Territory (1 KPI)
Acct Address - Win Forecast by Month: Acct Type (1 KPI)
Acct Address - Win Forecast by Month: Campaign (1 KPI)
Acct Address - Win Forecast by Month: Core (1 KPI)
Acct Address - Win Forecast by Month: Opp Stage (1 KPI)
Acct Address - Win Forecast by Month: Opp Type (1 KPI)
Acct Address - Win Forecast by Month: Owner (1 KPI)
Acct Address - Win Forecast by Quarter: Account (1 KPI)
Acct Address - Win Forecast by Quarter: Acct Territory (1 KPI)
Acct Address - Win Forecast by Quarter: Acct Type (1 KPI)
Acct Address - Win Forecast by Quarter: Campaign (1 KPI)
Acct Address - Win Forecast by Quarter: Core (1 KPI)
Acct Address - Win Forecast by Quarter: Opp Stage (1 KPI)
Acct Address - Win Forecast by Quarter: Opp Type (1 KPI)
Acct Address - Win Forecast by Quarter: Owner (1 KPI)
Acct Address - Won and Win Ratio by Month: Account (1 KPI)
Acct Address - Won and Win Ratio by Month: Acct Territory (1 KPI)
Acct Address - Won and Win Ratio by Month: Acct Type (1 KPI)
Acct Address - Won and Win Ratio by Month: Campaign (1 KPI)
Acct Address - Won and Win Ratio by Month: Core (1 KPI)
Acct Address - Won and Win Ratio by Month: Opp Type (1 KPI)
Acct Address - Won and Win Ratio by Month: Owner (1 KPI)
Acct Address - Won and Win Ratio by Year: Account (1 KPI)
Acct Address - Won and Win Ratio by Year: Acct Territory (1 KPI)
Acct Address - Won and Win Ratio by Year: Acct Type (1 KPI)
Acct Address - Won and Win Ratio by Year: Campaign (1 KPI)
Acct Address - Won and Win Ratio by Year: Core (1 KPI)
Acct Address - Won and Win Ratio by Year: Opp Type (1 KPI)
Acct Address - Won and Win Ratio by Year: Owner (1 KPI)
Acct Address - Won by Month: Account (1 KPI)
Acct Address - Won by Month: Acct Territory (1 KPI)
Acct Address - Won by Month: Acct Type (1 KPI)
Acct Address - Won by Month: Campaign (1 KPI)
Acct Address - Won by Month: Core (1 KPI)
Acct Address - Won by Month: Opp Type (1 KPI)
Acct Address - Won by Month: Owner (1 KPI)
Acct Address - Won by Month and MTD: Account (1 KPI)
Acct Address - Won by Month and MTD: Acct Territory (1 KPI)
Acct Address - Won by Month and MTD: Acct Type (1 KPI)
Acct Address - Won by Month and MTD: Campaign (1 KPI)
Acct Address - Won by Month and MTD: Core (1 KPI)
Acct Address - Won by Month and MTD: Opp Type (1 KPI)
Acct Address - Won by Month and MTD: Owner (1 KPI)
Acct Address - Won by Quarter and QTD: Account (1 KPI)
Acct Address - Won by Quarter and QTD: Acct Territory (1 KPI)
Acct Address - Won by Quarter and QTD: Acct Type (1 KPI)
Acct Address - Won by Quarter and QTD: Campaign (1 KPI)
Acct Address - Won by Quarter and QTD: Core (1 KPI)
Acct Address - Won by Quarter and QTD: Opp Type (1 KPI)
Acct Address - Won by Quarter and QTD: Owner (1 KPI)
Acct Address - Won by Year: Account (1 KPI)
Acct Address - Won by Year: Acct Territory (1 KPI)
Acct Address - Won by Year: Acct Type (1 KPI)
Acct Address - Won by Year: Campaign (1 KPI)
Acct Address - Won by Year: Core (1 KPI)
Acct Address - Won by Year: Opp Type (1 KPI)
Acct Address - Won by Year: Owner (1 KPI)
Acct Address - Won by Year and YTD: Account (1 KPI)
Acct Address - Won by Year and YTD: Acct Territory (1 KPI)
Acct Address - Won by Year and YTD: Acct Type (1 KPI)
Acct Address - Won by Year and YTD: Campaign (1 KPI)
Acct Address - Won by Year and YTD: Core (1 KPI)
Acct Address - Won by Year and YTD: Opp Type (1 KPI)
Acct Address - Won by Year and YTD: Owner (1 KPI)
Acct Address - Won Same Month Prior Year: Account (1 KPI)
Acct Address - Won Same Month Prior Year: Acct Territory (1 KPI)
Acct Address - Won Same Month Prior Year: Acct Type (1 KPI)
Acct Address - Won Same Month Prior Year: Campaign (1 KPI)
Acct Address - Won Same Month Prior Year: Core (1 KPI)
Acct Address - Won Same Month Prior Year: Opp Type (1 KPI)
Acct Address - Won Same Month Prior Year: Owner (1 KPI)
Acct Address - Won Same Quarter Prior Year: Account (1 KPI)
Acct Address - Won Same Quarter Prior Year: Acct Territory (1 KPI)
Acct Address - Won Same Quarter Prior Year: Acct Type (1 KPI)
Acct Address - Won Same Quarter Prior Year: Campaign (1 KPI)
Acct Address - Won Same Quarter Prior Year: Core (1 KPI)
Acct Address - Won Same Quarter Prior Year: Opp Type (1 KPI)
Acct Address - Won Same Quarter Prior Year: Owner (1 KPI)
Acct Territory - Avg Days to Close: Account (1 KPI)
Acct Territory - Avg Days to Close: Acct Address (1 KPI)
Acct Territory - Avg Days to Close: Acct Type (1 KPI)
Acct Territory - Avg Days to Close: Campaign (1 KPI)
Acct Territory - Avg Days to Close: Core (1 KPI)
Acct Territory - Avg Days to Close: Opp Type (1 KPI)
Acct Territory - Avg Days to Close: Owner (1 KPI)
Acct Territory - Lost and Lost Ratio by Month: Account (1 KPI)
Acct Territory - Lost and Lost Ratio by Month: Acct Address (1 KPI)
Acct Territory - Lost and Lost Ratio by Month: Acct Type (1 KPI)
Acct Territory - Lost and Lost Ratio by Month: Campaign (1 KPI)
Acct Territory - Lost and Lost Ratio by Month: Core (1 KPI)
Acct Territory - Lost and Lost Ratio by Month: Opp Type (1 KPI)
Acct Territory - Lost and Lost Ratio by Month: Owner (1 KPI)
Acct Territory - Lost and Lost Ratio by Year: Account (1 KPI)
Acct Territory - Lost and Lost Ratio by Year: Acct Address (1 KPI)
Acct Territory - Lost and Lost Ratio by Year: Acct Type (1 KPI)
Acct Territory - Lost and Lost Ratio by Year: Campaign (1 KPI)
Acct Territory - Lost and Lost Ratio by Year: Core (1 KPI)
Acct Territory - Lost and Lost Ratio by Year: Opp Type (1 KPI)
Acct Territory - Lost and Lost Ratio by Year: Owner (1 KPI)
Acct Territory - Open Opportunities: Account (1 KPI)
Acct Territory - Open Opportunities: Acct Address (1 KPI)
Acct Territory - Open Opportunities: Acct Type (1 KPI)
Acct Territory - Open Opportunities: Campaign (1 KPI)
Acct Territory - Open Opportunities: Core (1 KPI)
Acct Territory - Open Opportunities: Opp Stage (1 KPI)
Acct Territory - Open Opportunities: Opp Type (1 KPI)
Acct Territory - Open Opportunities: Owner (1 KPI)
Acct Territory - Open Opportunities by Exp Date: Account (1 KPI)
Acct Territory - Open Opportunities by Exp Date: Acct Address (1 KPI)
Acct Territory - Open Opportunities by Exp Date: Acct Type (1 KPI)
Acct Territory - Open Opportunities by Exp Date: Campaign (1 KPI)
Acct Territory - Open Opportunities by Exp Date: Core (1 KPI)
Acct Territory - Open Opportunities by Exp Date: Opp Stage (1 KPI)
Acct Territory - Open Opportunities by Exp Date: Opp Type (1 KPI)
Acct Territory - Open Opportunities by Exp Date: Owner (1 KPI)
Acct Territory - Open Opportunities Closing Soon: Account (1 KPI)
Acct Territory - Open Opportunities Closing Soon: Acct Address (1 KPI)
Acct Territory - Open Opportunities Closing Soon: Acct Type (1 KPI)
Acct Territory - Open Opportunities Closing Soon: Campaign (1 KPI)
Acct Territory - Open Opportunities Closing Soon: Core (1 KPI)
Acct Territory - Open Opportunities Closing Soon: Opp Stage (1 KPI)
Acct Territory - Open Opportunities Closing Soon: Opp Type (1 KPI)
Acct Territory - Open Opportunities Closing Soon: Owner (1 KPI)
Acct Territory - Open Opportunities Stuck: Account (1 KPI)
Acct Territory - Open Opportunities Stuck: Acct Address (1 KPI)
Acct Territory - Open Opportunities Stuck: Acct Type (1 KPI)
Acct Territory - Open Opportunities Stuck: Campaign (1 KPI)
Acct Territory - Open Opportunities Stuck: Core (1 KPI)
Acct Territory - Open Opportunities Stuck: Opp Stage (1 KPI)
Acct Territory - Open Opportunities Stuck: Opp Type (1 KPI)
Acct Territory - Open Opportunities Stuck: Owner (1 KPI)
Acct Territory - Open Opportunity Details: Account (1 KPI)
Acct Territory - Open Opportunity Details: Acct Address (1 KPI)
Acct Territory - Open Opportunity Details: Acct Type (1 KPI)
Acct Territory - Open Opportunity Details: Campaign (1 KPI)
Acct Territory - Open Opportunity Details: Core (1 KPI)
Acct Territory - Open Opportunity Details: Opp Type (1 KPI)
Acct Territory - Open Opportunity Details: Owner (1 KPI)
Acct Territory - Open, Won, Lost, Total and Count by Month: Account (1 KPI)
Acct Territory - Open, Won, Lost, Total and Count by Month: Acct Address (1 KPI)
Acct Territory - Open, Won, Lost, Total and Count by Month: Acct Type (1 KPI)
Acct Territory - Open, Won, Lost, Total and Count by Month: Campaign (1 KPI)
Acct Territory - Open, Won, Lost, Total and Count by Month: Core (1 KPI)
Acct Territory - Open, Won, Lost, Total and Count by Month: Opp Type (1 KPI)
Acct Territory - Open, Won, Lost, Total and Count by Month: Owner (1 KPI)
Acct Territory - Open, Won, Lost, Total and Count by Year: Account (1 KPI)
Acct Territory - Open, Won, Lost, Total and Count by Year: Acct Address (1 KPI)
Acct Territory - Open, Won, Lost, Total and Count by Year: Acct Type (1 KPI)
Acct Territory - Open, Won, Lost, Total and Count by Year: Campaign (1 KPI)
Acct Territory - Open, Won, Lost, Total and Count by Year: Core (1 KPI)
Acct Territory - Open, Won, Lost, Total and Count by Year: Opp Type (1 KPI)
Acct Territory - Open, Won, Lost, Total and Count by Year: Owner (1 KPI)
Acct Territory - Win Forecast by Month: Account (1 KPI)
Acct Territory - Win Forecast by Month: Acct Address (1 KPI)
Acct Territory - Win Forecast by Month: Acct Type (1 KPI)
Acct Territory - Win Forecast by Month: Campaign (1 KPI)
Acct Territory - Win Forecast by Month: Core (1 KPI)
Acct Territory - Win Forecast by Month: Opp Stage (1 KPI)
Acct Territory - Win Forecast by Month: Opp Type (1 KPI)
Acct Territory - Win Forecast by Month: Owner (1 KPI)
Acct Territory - Win Forecast by Quarter: Account (1 KPI)
Acct Territory - Win Forecast by Quarter: Acct Address (1 KPI)
Acct Territory - Win Forecast by Quarter: Acct Type (1 KPI)
Acct Territory - Win Forecast by Quarter: Campaign (1 KPI)
Acct Territory - Win Forecast by Quarter: Core (1 KPI)
Acct Territory - Win Forecast by Quarter: Opp Stage (1 KPI)
Acct Territory - Win Forecast by Quarter: Opp Type (1 KPI)
Acct Territory - Win Forecast by Quarter: Owner (1 KPI)
Acct Territory - Won and Win Ratio by Month: Account (1 KPI)
Acct Territory - Won and Win Ratio by Month: Acct Address (1 KPI)
Acct Territory - Won and Win Ratio by Month: Acct Type (1 KPI)
Acct Territory - Won and Win Ratio by Month: Campaign (1 KPI)
Acct Territory - Won and Win Ratio by Month: Core (1 KPI)
Acct Territory - Won and Win Ratio by Month: Opp Type (1 KPI)
Acct Territory - Won and Win Ratio by Month: Owner (1 KPI)
Acct Territory - Won and Win Ratio by Year: Account (1 KPI)
Acct Territory - Won and Win Ratio by Year: Acct Address (1 KPI)
Acct Territory - Won and Win Ratio by Year: Acct Type (1 KPI)
Acct Territory - Won and Win Ratio by Year: Campaign (1 KPI)
Acct Territory - Won and Win Ratio by Year: Core (1 KPI)
Acct Territory - Won and Win Ratio by Year: Opp Type (1 KPI)
Acct Territory - Won and Win Ratio by Year: Owner (1 KPI)
Acct Territory - Won by Month: Account (1 KPI)
Acct Territory - Won by Month: Acct Address (1 KPI)
Acct Territory - Won by Month: Acct Type (1 KPI)
Acct Territory - Won by Month: Campaign (1 KPI)
Acct Territory - Won by Month: Core (1 KPI)
Acct Territory - Won by Month: Opp Type (1 KPI)
Acct Territory - Won by Month: Owner (1 KPI)
Acct Territory - Won by Month and MTD: Account (1 KPI)
Acct Territory - Won by Month and MTD: Acct Address (1 KPI)
Acct Territory - Won by Month and MTD: Acct Type (1 KPI)
Acct Territory - Won by Month and MTD: Campaign (1 KPI)
Acct Territory - Won by Month and MTD: Core (1 KPI)
Acct Territory - Won by Month and MTD: Opp Type (1 KPI)
Acct Territory - Won by Month and MTD: Owner (1 KPI)
Acct Territory - Won by Quarter and QTD: Account (1 KPI)
Acct Territory - Won by Quarter and QTD: Acct Address (1 KPI)
Acct Territory - Won by Quarter and QTD: Acct Type (1 KPI)
Acct Territory - Won by Quarter and QTD: Campaign (1 KPI)
Acct Territory - Won by Quarter and QTD: Core (1 KPI)
Acct Territory - Won by Quarter and QTD: Opp Type (1 KPI)
Acct Territory - Won by Quarter and QTD: Owner (1 KPI)
Acct Territory - Won by Year: Account (1 KPI)
Acct Territory - Won by Year: Acct Address (1 KPI)
Acct Territory - Won by Year: Acct Type (1 KPI)
Acct Territory - Won by Year: Campaign (1 KPI)
Acct Territory - Won by Year: Core (1 KPI)
Acct Territory - Won by Year: Opp Type (1 KPI)
Acct Territory - Won by Year: Owner (1 KPI)
Acct Territory - Won by Year and YTD: Account (1 KPI)
Acct Territory - Won by Year and YTD: Acct Address (1 KPI)
Acct Territory - Won by Year and YTD: Acct Type (1 KPI)
Acct Territory - Won by Year and YTD: Campaign (1 KPI)
Acct Territory - Won by Year and YTD: Core (1 KPI)
Acct Territory - Won by Year and YTD: Opp Type (1 KPI)
Acct Territory - Won by Year and YTD: Owner (1 KPI)
Acct Territory - Won Same Month Prior Year: Account (1 KPI)
Acct Territory - Won Same Month Prior Year: Acct Address (1 KPI)
Acct Territory - Won Same Month Prior Year: Acct Type (1 KPI)
Acct Territory - Won Same Month Prior Year: Campaign (1 KPI)
Acct Territory - Won Same Month Prior Year: Core (1 KPI)
Acct Territory - Won Same Month Prior Year: Opp Type (1 KPI)
Acct Territory - Won Same Month Prior Year: Owner (1 KPI)
Acct Territory - Won Same Quarter Prior Year: Account (1 KPI)
Acct Territory - Won Same Quarter Prior Year: Acct Address (1 KPI)
Acct Territory - Won Same Quarter Prior Year: Acct Type (1 KPI)
Acct Territory - Won Same Quarter Prior Year: Campaign (1 KPI)
Acct Territory - Won Same Quarter Prior Year: Core (1 KPI)
Acct Territory - Won Same Quarter Prior Year: Opp Type (1 KPI)
Acct Territory - Won Same Quarter Prior Year: Owner (1 KPI)
Acct Type - Avg Days to Close: Account (1 KPI)
Acct Type - Avg Days to Close: Acct Address (1 KPI)
Acct Type - Avg Days to Close: Acct Territory (1 KPI)
Acct Type - Avg Days to Close: Campaign (1 KPI)
Acct Type - Avg Days to Close: Core (1 KPI)
Acct Type - Avg Days to Close: Opp Type (1 KPI)
Acct Type - Avg Days to Close: Owner (1 KPI)
Acct Type - Lost and Lost Ratio by Month: Account (1 KPI)
Acct Type - Lost and Lost Ratio by Month: Acct Address (1 KPI)
Acct Type - Lost and Lost Ratio by Month: Acct Territory (1 KPI)
Acct Type - Lost and Lost Ratio by Month: Campaign (1 KPI)
Acct Type - Lost and Lost Ratio by Month: Core (1 KPI)
Acct Type - Lost and Lost Ratio by Month: Opp Type (1 KPI)
Acct Type - Lost and Lost Ratio by Month: Owner (1 KPI)
Acct Type - Lost and Lost Ratio by Year: Account (1 KPI)
Acct Type - Lost and Lost Ratio by Year: Acct Address (1 KPI)
Acct Type - Lost and Lost Ratio by Year: Acct Territory (1 KPI)
Acct Type - Lost and Lost Ratio by Year: Campaign (1 KPI)
Acct Type - Lost and Lost Ratio by Year: Core (1 KPI)
Acct Type - Lost and Lost Ratio by Year: Opp Type (1 KPI)
Acct Type - Lost and Lost Ratio by Year: Owner (1 KPI)
Acct Type - Open Opportunities: Account (1 KPI)
Acct Type - Open Opportunities: Acct Address (1 KPI)
Acct Type - Open Opportunities: Acct Territory (1 KPI)
Acct Type - Open Opportunities: Campaign (1 KPI)
Acct Type - Open Opportunities: Core (1 KPI)
Acct Type - Open Opportunities: Opp Stage (1 KPI)
Acct Type - Open Opportunities: Opp Type (1 KPI)
Acct Type - Open Opportunities: Owner (1 KPI)
Acct Type - Open Opportunities by Exp Date: Account (1 KPI)
Acct Type - Open Opportunities by Exp Date: Acct Address (1 KPI)
Acct Type - Open Opportunities by Exp Date: Acct Territory (1 KPI)
Acct Type - Open Opportunities by Exp Date: Campaign (1 KPI)
Acct Type - Open Opportunities by Exp Date: Core (1 KPI)
Acct Type - Open Opportunities by Exp Date: Opp Stage (1 KPI)
Acct Type - Open Opportunities by Exp Date: Opp Type (1 KPI)
Acct Type - Open Opportunities by Exp Date: Owner (1 KPI)
Acct Type - Open Opportunities Closing Soon: Account (1 KPI)
Acct Type - Open Opportunities Closing Soon: Acct Address (1 KPI)
Acct Type - Open Opportunities Closing Soon: Acct Territory (1 KPI)
Acct Type - Open Opportunities Closing Soon: Campaign (1 KPI)
Acct Type - Open Opportunities Closing Soon: Core (1 KPI)
Acct Type - Open Opportunities Closing Soon: Opp Stage (1 KPI)
Acct Type - Open Opportunities Closing Soon: Opp Type (1 KPI)
Acct Type - Open Opportunities Closing Soon: Owner (1 KPI)
Acct Type - Open Opportunities Stuck: Account (1 KPI)
Acct Type - Open Opportunities Stuck: Acct Address (1 KPI)
Acct Type - Open Opportunities Stuck: Acct Territory (1 KPI)
Acct Type - Open Opportunities Stuck: Campaign (1 KPI)
Acct Type - Open Opportunities Stuck: Core (1 KPI)
Acct Type - Open Opportunities Stuck: Opp Stage (1 KPI)
Acct Type - Open Opportunities Stuck: Opp Type (1 KPI)
Acct Type - Open Opportunities Stuck: Owner (1 KPI)
Acct Type - Open Opportunity Details: Account (1 KPI)
Acct Type - Open Opportunity Details: Acct Address (1 KPI)
Acct Type - Open Opportunity Details: Acct Territory (1 KPI)
Acct Type - Open Opportunity Details: Campaign (1 KPI)
Acct Type - Open Opportunity Details: Core (1 KPI)
Acct Type - Open Opportunity Details: Opp Type (1 KPI)
Acct Type - Open Opportunity Details: Owner (1 KPI)
Acct Type - Open, Won, Lost, Total and Count by Month: Account (1 KPI)
Acct Type - Open, Won, Lost, Total and Count by Month: Acct Address (1 KPI)
Acct Type - Open, Won, Lost, Total and Count by Month: Acct Territory (1 KPI)
Acct Type - Open, Won, Lost, Total and Count by Month: Campaign (1 KPI)
Acct Type - Open, Won, Lost, Total and Count by Month: Core (1 KPI)
Acct Type - Open, Won, Lost, Total and Count by Month: Opp Type (1 KPI)
Acct Type - Open, Won, Lost, Total and Count by Month: Owner (1 KPI)
Acct Type - Open, Won, Lost, Total and Count by Year: Account (1 KPI)
Acct Type - Open, Won, Lost, Total and Count by Year: Acct Address (1 KPI)
Acct Type - Open, Won, Lost, Total and Count by Year: Acct Territory (1 KPI)
Acct Type - Open, Won, Lost, Total and Count by Year: Campaign (1 KPI)
Acct Type - Open, Won, Lost, Total and Count by Year: Core (1 KPI)
Acct Type - Open, Won, Lost, Total and Count by Year: Opp Type (1 KPI)
Acct Type - Open, Won, Lost, Total and Count by Year: Owner (1 KPI)
Acct Type - Win Forecast by Month: Account (1 KPI)
Acct Type - Win Forecast by Month: Acct Address (1 KPI)
Acct Type - Win Forecast by Month: Acct Territory (1 KPI)
Acct Type - Win Forecast by Month: Campaign (1 KPI)
Acct Type - Win Forecast by Month: Core (1 KPI)
Acct Type - Win Forecast by Month: Opp Stage (1 KPI)
Acct Type - Win Forecast by Month: Opp Type (1 KPI)
Acct Type - Win Forecast by Month: Owner (1 KPI)
Acct Type - Win Forecast by Quarter: Account (1 KPI)
Acct Type - Win Forecast by Quarter: Acct Address (1 KPI)
Acct Type - Win Forecast by Quarter: Acct Territory (1 KPI)
Acct Type - Win Forecast by Quarter: Campaign (1 KPI)
Acct Type - Win Forecast by Quarter: Core (1 KPI)
Acct Type - Win Forecast by Quarter: Opp Stage (1 KPI)
Acct Type - Win Forecast by Quarter: Opp Type (1 KPI)
Acct Type - Win Forecast by Quarter: Owner (1 KPI)
Acct Type - Won and Win Ratio by Month: Account (1 KPI)
Acct Type - Won and Win Ratio by Month: Acct Address (1 KPI)
Acct Type - Won and Win Ratio by Month: Acct Territory (1 KPI)
Acct Type - Won and Win Ratio by Month: Campaign (1 KPI)
Acct Type - Won and Win Ratio by Month: Core (1 KPI)
Acct Type - Won and Win Ratio by Month: Opp Type (1 KPI)
Acct Type - Won and Win Ratio by Month: Owner (1 KPI)
Acct Type - Won and Win Ratio by Year: Account (1 KPI)
Acct Type - Won and Win Ratio by Year: Acct Address (1 KPI)
Acct Type - Won and Win Ratio by Year: Acct Territory (1 KPI)
Acct Type - Won and Win Ratio by Year: Campaign (1 KPI)
Acct Type - Won and Win Ratio by Year: Core (1 KPI)
Acct Type - Won and Win Ratio by Year: Opp Type (1 KPI)
Acct Type - Won and Win Ratio by Year: Owner (1 KPI)
Acct Type - Won by Month: Account (1 KPI)
Acct Type - Won by Month: Acct Address (1 KPI)
Acct Type - Won by Month: Acct Territory (1 KPI)
Acct Type - Won by Month: Campaign (1 KPI)
Acct Type - Won by Month: Core (1 KPI)
Acct Type - Won by Month: Opp Type (1 KPI)
Acct Type - Won by Month: Owner (1 KPI)
Acct Type - Won by Month and MTD: Account (1 KPI)
Acct Type - Won by Month and MTD: Acct Address (1 KPI)
Acct Type - Won by Month and MTD: Acct Territory (1 KPI)
Acct Type - Won by Month and MTD: Campaign (1 KPI)
Acct Type - Won by Month and MTD: Core (1 KPI)
Acct Type - Won by Month and MTD: Opp Type (1 KPI)
Acct Type - Won by Month and MTD: Owner (1 KPI)
Acct Type - Won by Quarter and QTD: Account (1 KPI)
Acct Type - Won by Quarter and QTD: Acct Address (1 KPI)
Acct Type - Won by Quarter and QTD: Acct Territory (1 KPI)
Acct Type - Won by Quarter and QTD: Campaign (1 KPI)
Acct Type - Won by Quarter and QTD: Core (1 KPI)
Acct Type - Won by Quarter and QTD: Opp Type (1 KPI)
Acct Type - Won by Quarter and QTD: Owner (1 KPI)
Acct Type - Won by Year: Account (1 KPI)
Acct Type - Won by Year: Acct Address (1 KPI)
Acct Type - Won by Year: Acct Territory (1 KPI)
Acct Type - Won by Year: Campaign (1 KPI)
Acct Type - Won by Year: Core (1 KPI)
Acct Type - Won by Year: Opp Type (1 KPI)
Acct Type - Won by Year: Owner (1 KPI)
Acct Type - Won by Year and YTD: Account (1 KPI)
Acct Type - Won by Year and YTD: Acct Address (1 KPI)
Acct Type - Won by Year and YTD: Acct Territory (1 KPI)
Acct Type - Won by Year and YTD: Campaign (1 KPI)
Acct Type - Won by Year and YTD: Core (1 KPI)
Acct Type - Won by Year and YTD: Opp Type (1 KPI)
Acct Type - Won by Year and YTD: Owner (1 KPI)
Acct Type - Won Same Month Prior Year: Account (1 KPI)
Acct Type - Won Same Month Prior Year: Acct Address (1 KPI)
Acct Type - Won Same Month Prior Year: Acct Territory (1 KPI)
Acct Type - Won Same Month Prior Year: Campaign (1 KPI)
Acct Type - Won Same Month Prior Year: Core (1 KPI)
Acct Type - Won Same Month Prior Year: Opp Type (1 KPI)
Acct Type - Won Same Month Prior Year: Owner (1 KPI)
Acct Type - Won Same Quarter Prior Year: Account (1 KPI)
Acct Type - Won Same Quarter Prior Year: Acct Address (1 KPI)
Acct Type - Won Same Quarter Prior Year: Acct Territory (1 KPI)
Acct Type - Won Same Quarter Prior Year: Campaign (1 KPI)
Acct Type - Won Same Quarter Prior Year: Core (1 KPI)
Acct Type - Won Same Quarter Prior Year: Opp Type (1 KPI)
Acct Type - Won Same Quarter Prior Year: Owner (1 KPI)
Opp Type - Avg Days to Close: Account (1 KPI)
Opp Type - Avg Days to Close: Acct Address (1 KPI)
Opp Type - Avg Days to Close: Acct Territory (1 KPI)
Opp Type - Avg Days to Close: Acct Type (1 KPI)
Opp Type - Avg Days to Close: Campaign (1 KPI)
Opp Type - Avg Days to Close: Core (1 KPI)
Opp Type - Avg Days to Close: Owner (1 KPI)
Opp Type - Lost and Lost Ratio by Month: Account (1 KPI)
Opp Type - Lost and Lost Ratio by Month: Acct Address (1 KPI)
Opp Type - Lost and Lost Ratio by Month: Acct Territory (1 KPI)
Opp Type - Lost and Lost Ratio by Month: Acct Type (1 KPI)
Opp Type - Lost and Lost Ratio by Month: Campaign (1 KPI)
Opp Type - Lost and Lost Ratio by Month: Core (1 KPI)
Opp Type - Lost and Lost Ratio by Month: Owner (1 KPI)
Opp Type - Lost and Lost Ratio by Year: Account (1 KPI)
Opp Type - Lost and Lost Ratio by Year: Acct Address (1 KPI)
Opp Type - Lost and Lost Ratio by Year: Acct Territory (1 KPI)
Opp Type - Lost and Lost Ratio by Year: Acct Type (1 KPI)
Opp Type - Lost and Lost Ratio by Year: Campaign (1 KPI)
Opp Type - Lost and Lost Ratio by Year: Core (1 KPI)
Opp Type - Lost and Lost Ratio by Year: Owner (1 KPI)
Opp Type - Open Opportunities: Account (1 KPI)
Opp Type - Open Opportunities: Acct Address (1 KPI)
Opp Type - Open Opportunities: Acct Territory (1 KPI)
Opp Type - Open Opportunities: Acct Type (1 KPI)
Opp Type - Open Opportunities: Campaign (1 KPI)
Opp Type - Open Opportunities: Core (1 KPI)
Opp Type - Open Opportunities: Opp Stage (1 KPI)
Opp Type - Open Opportunities: Owner (1 KPI)
Opp Type - Open Opportunities by Exp Date: Account (1 KPI)
Opp Type - Open Opportunities by Exp Date: Acct Address (1 KPI)
Opp Type - Open Opportunities by Exp Date: Acct Territory (1 KPI)
Opp Type - Open Opportunities by Exp Date: Acct Type (1 KPI)
Opp Type - Open Opportunities by Exp Date: Campaign (1 KPI)
Opp Type - Open Opportunities by Exp Date: Core (1 KPI)
Opp Type - Open Opportunities by Exp Date: Opp Stage (1 KPI)
Opp Type - Open Opportunities by Exp Date: Owner (1 KPI)
Opp Type - Open Opportunities Closing Soon: Account (1 KPI)
Opp Type - Open Opportunities Closing Soon: Acct Address (1 KPI)
Opp Type - Open Opportunities Closing Soon: Acct Territory (1 KPI)
Opp Type - Open Opportunities Closing Soon: Acct Type (1 KPI)
Opp Type - Open Opportunities Closing Soon: Campaign (1 KPI)
Opp Type - Open Opportunities Closing Soon: Core (1 KPI)
Opp Type - Open Opportunities Closing Soon: Opp Stage (1 KPI)
Opp Type - Open Opportunities Closing Soon: Owner (1 KPI)
Opp Type - Open Opportunities Stuck: Account (1 KPI)
Opp Type - Open Opportunities Stuck: Acct Address (1 KPI)
Opp Type - Open Opportunities Stuck: Acct Territory (1 KPI)
Opp Type - Open Opportunities Stuck: Acct Type (1 KPI)
Opp Type - Open Opportunities Stuck: Campaign (1 KPI)
Opp Type - Open Opportunities Stuck: Core (1 KPI)
Opp Type - Open Opportunities Stuck: Opp Stage (1 KPI)
Opp Type - Open Opportunities Stuck: Owner (1 KPI)
Opp Type - Open Opportunity Details: Account (1 KPI)
Opp Type - Open Opportunity Details: Acct Address (1 KPI)
Opp Type - Open Opportunity Details: Acct Territory (1 KPI)
Opp Type - Open Opportunity Details: Acct Type (1 KPI)
Opp Type - Open Opportunity Details: Campaign (1 KPI)
Opp Type - Open Opportunity Details: Core (1 KPI)
Opp Type - Open Opportunity Details: Owner (1 KPI)
Opp Type - Open, Won, Lost, Total and Count by Month: Account (1 KPI)
Opp Type - Open, Won, Lost, Total and Count by Month: Acct Address (1 KPI)
Opp Type - Open, Won, Lost, Total and Count by Month: Acct Territory (1 KPI)
Opp Type - Open, Won, Lost, Total and Count by Month: Acct Type (1 KPI)
Opp Type - Open, Won, Lost, Total and Count by Month: Campaign (1 KPI)
Opp Type - Open, Won, Lost, Total and Count by Month: Core (1 KPI)
Opp Type - Open, Won, Lost, Total and Count by Month: Owner (1 KPI)
Opp Type - Open, Won, Lost, Total and Count by Year: Account (1 KPI)
Opp Type - Open, Won, Lost, Total and Count by Year: Acct Address (1 KPI)
Opp Type - Open, Won, Lost, Total and Count by Year: Acct Territory (1 KPI)
Opp Type - Open, Won, Lost, Total and Count by Year: Acct Type (1 KPI)
Opp Type - Open, Won, Lost, Total and Count by Year: Campaign (1 KPI)
Opp Type - Open, Won, Lost, Total and Count by Year: Core (1 KPI)
Opp Type - Open, Won, Lost, Total and Count by Year: Owner (1 KPI)
Opp Type - Win Forecast by Month: Account (1 KPI)
Opp Type - Win Forecast by Month: Acct Address (1 KPI)
Opp Type - Win Forecast by Month: Acct Territory (1 KPI)
Opp Type - Win Forecast by Month: Acct Type (1 KPI)
Opp Type - Win Forecast by Month: Campaign (1 KPI)
Opp Type - Win Forecast by Month: Core (1 KPI)
Opp Type - Win Forecast by Month: Opp Stage (1 KPI)
Opp Type - Win Forecast by Month: Owner (1 KPI)
Opp Type - Win Forecast by Quarter: Account (1 KPI)
Opp Type - Win Forecast by Quarter: Acct Address (1 KPI)
Opp Type - Win Forecast by Quarter: Acct Territory (1 KPI)
Opp Type - Win Forecast by Quarter: Acct Type (1 KPI)
Opp Type - Win Forecast by Quarter: Campaign (1 KPI)
Opp Type - Win Forecast by Quarter: Core (1 KPI)
Opp Type - Win Forecast by Quarter: Opp Stage (1 KPI)
Opp Type - Win Forecast by Quarter: Owner (1 KPI)
Opp Type - Won and Win Ratio by Month: Account (1 KPI)
Opp Type - Won and Win Ratio by Month: Acct Address (1 KPI)
Opp Type - Won and Win Ratio by Month: Acct Territory (1 KPI)
Opp Type - Won and Win Ratio by Month: Acct Type (1 KPI)
Opp Type - Won and Win Ratio by Month: Campaign (1 KPI)
Opp Type - Won and Win Ratio by Month: Core (1 KPI)
Opp Type - Won and Win Ratio by Month: Owner (1 KPI)
Opp Type - Won and Win Ratio by Year: Account (1 KPI)
Opp Type - Won and Win Ratio by Year: Acct Address (1 KPI)
Opp Type - Won and Win Ratio by Year: Acct Territory (1 KPI)
Opp Type - Won and Win Ratio by Year: Acct Type (1 KPI)
Opp Type - Won and Win Ratio by Year: Campaign (1 KPI)
Opp Type - Won and Win Ratio by Year: Core (1 KPI)
Opp Type - Won and Win Ratio by Year: Owner (1 KPI)
Opp Type - Won by Month: Account (1 KPI)
Opp Type - Won by Month: Acct Address (1 KPI)
Opp Type - Won by Month: Acct Territory (1 KPI)
Opp Type - Won by Month: Acct Type (1 KPI)
Opp Type - Won by Month: Campaign (1 KPI)
Opp Type - Won by Month: Core (1 KPI)
Opp Type - Won by Month: Owner (1 KPI)
Opp Type - Won by Month and MTD: Account (1 KPI)
Opp Type - Won by Month and MTD: Acct Address (1 KPI)
Opp Type - Won by Month and MTD: Acct Territory (1 KPI)
Opp Type - Won by Month and MTD: Acct Type (1 KPI)
Opp Type - Won by Month and MTD: Campaign (1 KPI)
Opp Type - Won by Month and MTD: Core (1 KPI)
Opp Type - Won by Month and MTD: Owner (1 KPI)
Opp Type - Won by Quarter and QTD: Account (1 KPI)
Opp Type - Won by Quarter and QTD: Acct Address (1 KPI)
Opp Type - Won by Quarter and QTD: Acct Territory (1 KPI)
Opp Type - Won by Quarter and QTD: Acct Type (1 KPI)
Opp Type - Won by Quarter and QTD: Campaign (1 KPI)
Opp Type - Won by Quarter and QTD: Core (1 KPI)
Opp Type - Won by Quarter and QTD: Owner (1 KPI)
Opp Type - Won by Year: Account (1 KPI)
Opp Type - Won by Year: Acct Address (1 KPI)
Opp Type - Won by Year: Acct Territory (1 KPI)
Opp Type - Won by Year: Acct Type (1 KPI)
Opp Type - Won by Year: Campaign (1 KPI)
Opp Type - Won by Year: Core (1 KPI)
Opp Type - Won by Year: Owner (1 KPI)
Opp Type - Won by Year and YTD: Account (1 KPI)
Opp Type - Won by Year and YTD: Acct Address (1 KPI)
Opp Type - Won by Year and YTD: Acct Territory (1 KPI)
Opp Type - Won by Year and YTD: Acct Type (1 KPI)
Opp Type - Won by Year and YTD: Campaign (1 KPI)
Opp Type - Won by Year and YTD: Core (1 KPI)
Opp Type - Won by Year and YTD: Owner (1 KPI)
Opp Type - Won Same Month Prior Year: Account (1 KPI)
Opp Type - Won Same Month Prior Year: Acct Address (1 KPI)
Opp Type - Won Same Month Prior Year: Acct Territory (1 KPI)
Opp Type - Won Same Month Prior Year: Acct Type (1 KPI)
Opp Type - Won Same Month Prior Year: Campaign (1 KPI)
Opp Type - Won Same Month Prior Year: Core (1 KPI)
Opp Type - Won Same Month Prior Year: Owner (1 KPI)
Opp Type - Won Same Quarter Prior Year: Account (1 KPI)
Opp Type - Won Same Quarter Prior Year: Acct Address (1 KPI)
Opp Type - Won Same Quarter Prior Year: Acct Territory (1 KPI)
Opp Type - Won Same Quarter Prior Year: Acct Type (1 KPI)
Opp Type - Won Same Quarter Prior Year: Campaign (1 KPI)
Opp Type - Won Same Quarter Prior Year: Core (1 KPI)
Opp Type - Won Same Quarter Prior Year: Owner (1 KPI)
Owner - Avg Days to Close: Account (1 KPI)
Owner - Avg Days to Close: Acct Address (1 KPI)
Owner - Avg Days to Close: Acct Territory (1 KPI)
Owner - Avg Days to Close: Acct Type (1 KPI)
Owner - Avg Days to Close: Campaign (1 KPI)
Owner - Avg Days to Close: Core (1 KPI)
Owner - Avg Days to Close: Opp Type (1 KPI)
Owner - Lost and Lost Ratio by Month: Account (1 KPI)
Owner - Lost and Lost Ratio by Month: Acct Address (1 KPI)
Owner - Lost and Lost Ratio by Month: Acct Territory (1 KPI)
Owner - Lost and Lost Ratio by Month: Acct Type (1 KPI)
Owner - Lost and Lost Ratio by Month: Campaign (1 KPI)
Owner - Lost and Lost Ratio by Month: Core (1 KPI)
Owner - Lost and Lost Ratio by Month: Opp Type (1 KPI)
Owner - Lost and Lost Ratio by Year: Account (1 KPI)
Owner - Lost and Lost Ratio by Year: Acct Address (1 KPI)
Owner - Lost and Lost Ratio by Year: Acct Territory (1 KPI)
Owner - Lost and Lost Ratio by Year: Acct Type (1 KPI)
Owner - Lost and Lost Ratio by Year: Campaign (1 KPI)
Owner - Lost and Lost Ratio by Year: Core (1 KPI)
Owner - Lost and Lost Ratio by Year: Opp Type (1 KPI)
Owner - Open Opportunities: Account (1 KPI)
Owner - Open Opportunities: Acct Address (1 KPI)
Owner - Open Opportunities: Acct Territory (1 KPI)
Owner - Open Opportunities: Acct Type (1 KPI)
Owner - Open Opportunities: Campaign (1 KPI)
Owner - Open Opportunities: Core (1 KPI)
Owner - Open Opportunities: Opp Stage (1 KPI)
Owner - Open Opportunities: Opp Type (1 KPI)
Owner - Open Opportunities by Exp Date: Account (1 KPI)
Owner - Open Opportunities by Exp Date: Acct Address (1 KPI)
Owner - Open Opportunities by Exp Date: Acct Territory (1 KPI)
Owner - Open Opportunities by Exp Date: Acct Type (1 KPI)
Owner - Open Opportunities by Exp Date: Campaign (1 KPI)
Owner - Open Opportunities by Exp Date: Core (1 KPI)
Owner - Open Opportunities by Exp Date: Opp Stage (1 KPI)
Owner - Open Opportunities by Exp Date: Opp Type (1 KPI)
Owner - Open Opportunities Closing Soon: Account (1 KPI)
Owner - Open Opportunities Closing Soon: Acct Address (1 KPI)
Owner - Open Opportunities Closing Soon: Acct Territory (1 KPI)
Owner - Open Opportunities Closing Soon: Acct Type (1 KPI)
Owner - Open Opportunities Closing Soon: Campaign (1 KPI)
Owner - Open Opportunities Closing Soon: Core (1 KPI)
Owner - Open Opportunities Closing Soon: Opp Stage (1 KPI)
Owner - Open Opportunities Closing Soon: Opp Type (1 KPI)
Owner - Open Opportunities Stuck: Account (1 KPI)
Owner - Open Opportunities Stuck: Acct Address (1 KPI)
Owner - Open Opportunities Stuck: Acct Territory (1 KPI)
Owner - Open Opportunities Stuck: Acct Type (1 KPI)
Owner - Open Opportunities Stuck: Campaign (1 KPI)
Owner - Open Opportunities Stuck: Core (1 KPI)
Owner - Open Opportunities Stuck: Opp Stage (1 KPI)
Owner - Open Opportunities Stuck: Opp Type (1 KPI)
Owner - Open Opportunity Details: Account (1 KPI)
Owner - Open Opportunity Details: Acct Address (1 KPI)
Owner - Open Opportunity Details: Acct Territory (1 KPI)
Owner - Open Opportunity Details: Acct Type (1 KPI)
Owner - Open Opportunity Details: Campaign (1 KPI)
Owner - Open Opportunity Details: Core (1 KPI)
Owner - Open Opportunity Details: Opp Type (1 KPI)
Owner - Open, Won, Lost, Total and Count by Month: Account (1 KPI)
Owner - Open, Won, Lost, Total and Count by Month: Acct Address (1 KPI)
Owner - Open, Won, Lost, Total and Count by Month: Acct Territory (1 KPI)
Owner - Open, Won, Lost, Total and Count by Month: Acct Type (1 KPI)
Owner - Open, Won, Lost, Total and Count by Month: Campaign (1 KPI)
Owner - Open, Won, Lost, Total and Count by Month: Core (1 KPI)
Owner - Open, Won, Lost, Total and Count by Month: Opp Type (1 KPI)
Owner - Open, Won, Lost, Total and Count by Year: Account (1 KPI)
Owner - Open, Won, Lost, Total and Count by Year: Acct Address (1 KPI)
Owner - Open, Won, Lost, Total and Count by Year: Acct Territory (1 KPI)
Owner - Open, Won, Lost, Total and Count by Year: Acct Type (1 KPI)
Owner - Open, Won, Lost, Total and Count by Year: Campaign (1 KPI)
Owner - Open, Won, Lost, Total and Count by Year: Core (1 KPI)
Owner - Open, Won, Lost, Total and Count by Year: Opp Type (1 KPI)
Owner - Win Forecast by Month: Account (1 KPI)
Owner - Win Forecast by Month: Acct Address (1 KPI)
Owner - Win Forecast by Month: Acct Territory (1 KPI)
Owner - Win Forecast by Month: Acct Type (1 KPI)
Owner - Win Forecast by Month: Campaign (1 KPI)
Owner - Win Forecast by Month: Core (1 KPI)
Owner - Win Forecast by Month: Opp Stage (1 KPI)
Owner - Win Forecast by Month: Opp Type (1 KPI)
Owner - Win Forecast by Quarter: Account (1 KPI)
Owner - Win Forecast by Quarter: Acct Address (1 KPI)
Owner - Win Forecast by Quarter: Acct Territory (1 KPI)
Owner - Win Forecast by Quarter: Acct Type (1 KPI)
Owner - Win Forecast by Quarter: Campaign (1 KPI)
Owner - Win Forecast by Quarter: Core (1 KPI)
Owner - Win Forecast by Quarter: Opp Stage (1 KPI)
Owner - Win Forecast by Quarter: Opp Type (1 KPI)
Owner - Won and Win Ratio by Month: Account (1 KPI)
Owner - Won and Win Ratio by Month: Acct Address (1 KPI)
Owner - Won and Win Ratio by Month: Acct Territory (1 KPI)
Owner - Won and Win Ratio by Month: Acct Type (1 KPI)
Owner - Won and Win Ratio by Month: Campaign (1 KPI)
Owner - Won and Win Ratio by Month: Core (1 KPI)
Owner - Won and Win Ratio by Month: Opp Type (1 KPI)
Owner - Won and Win Ratio by Year: Account (1 KPI)
Owner - Won and Win Ratio by Year: Acct Address (1 KPI)
Owner - Won and Win Ratio by Year: Acct Territory (1 KPI)
Owner - Won and Win Ratio by Year: Acct Type (1 KPI)
Owner - Won and Win Ratio by Year: Campaign (1 KPI)
Owner - Won and Win Ratio by Year: Core (1 KPI)
Owner - Won and Win Ratio by Year: Opp Type (1 KPI)
Owner - Won by Month: Account (1 KPI)
Owner - Won by Month: Acct Address (1 KPI)
Owner - Won by Month: Acct Territory (1 KPI)
Owner - Won by Month: Acct Type (1 KPI)
Owner - Won by Month: Campaign (1 KPI)
Owner - Won by Month: Core (1 KPI)
Owner - Won by Month: Opp Type (1 KPI)
Owner - Won by Month and MTD: Account (1 KPI)
Owner - Won by Month and MTD: Acct Address (1 KPI)
Owner - Won by Month and MTD: Acct Territory (1 KPI)
Owner - Won by Month and MTD: Acct Type (1 KPI)
Owner - Won by Month and MTD: Campaign (1 KPI)
Owner - Won by Month and MTD: Core (1 KPI)
Owner - Won by Month and MTD: Opp Type (1 KPI)
Owner - Won by Quarter and QTD: Account (1 KPI)
Owner - Won by Quarter and QTD: Acct Address (1 KPI)
Owner - Won by Quarter and QTD: Acct Territory (1 KPI)
Owner - Won by Quarter and QTD: Acct Type (1 KPI)
Owner - Won by Quarter and QTD: Campaign (1 KPI)
Owner - Won by Quarter and QTD: Core (1 KPI)
Owner - Won by Quarter and QTD: Opp Type (1 KPI)
Owner - Won by Year: Account (1 KPI)
Owner - Won by Year: Acct Address (1 KPI)
Owner - Won by Year: Acct Territory (1 KPI)
Owner - Won by Year: Acct Type (1 KPI)
Owner - Won by Year: Campaign (1 KPI)
Owner - Won by Year: Core (1 KPI)
Owner - Won by Year: Opp Type (1 KPI)
Owner - Won by Year and YTD: Account (1 KPI)
Owner - Won by Year and YTD: Acct Address (1 KPI)
Owner - Won by Year and YTD: Acct Territory (1 KPI)
Owner - Won by Year and YTD: Acct Type (1 KPI)
Owner - Won by Year and YTD: Campaign (1 KPI)
Owner - Won by Year and YTD: Core (1 KPI)
Owner - Won by Year and YTD: Opp Type (1 KPI)
Owner - Won Same Month Prior Year: Account (1 KPI)
Owner - Won Same Month Prior Year: Acct Address (1 KPI)
Owner - Won Same Month Prior Year: Acct Territory (1 KPI)
Owner - Won Same Month Prior Year: Acct Type (1 KPI)
Owner - Won Same Month Prior Year: Campaign (1 KPI)
Owner - Won Same Month Prior Year: Core (1 KPI)
Owner - Won Same Month Prior Year: Opp Type (1 KPI)
Owner - Won Same Quarter Prior Year: Account (1 KPI)
Owner - Won Same Quarter Prior Year: Acct Address (1 KPI)
Owner - Won Same Quarter Prior Year: Acct Territory (1 KPI)
Owner - Won Same Quarter Prior Year: Acct Type (1 KPI)
Owner - Won Same Quarter Prior Year: Campaign (1 KPI)
Owner - Won Same Quarter Prior Year: Core (1 KPI)
Owner - Won Same Quarter Prior Year: Opp Type (1 KPI)
QA - CRM Opportunity: Account (1 KPI)
QA - CRM Opportunity: Acct Territory (1 KPI)
QA - CRM Opportunity: Opp Stage (1 KPI)
QA - CRM Opportunity: Opp Type (1 KPI)
QA - CRM Opportunity: Owner (1 KPI)

Data Source

Data Sources allow users to easily and quickly perform ad hoc analysis and customize reports, dashboards, and stories. A properly deployed Data Source will contain data from your CRM system (e.g., Customer Relationship Management and/or Excel/CSV files) refreshed on a schedule (e.g., every night, hour, or minute).

A Tableau Data Source (tds or tdsx file) contains data and a data model that prepares your raw data for powerful reporting. Data Sources include dimensions, hierarchies, measures, and parameters that can be used in reporting. Data sources' (tdx or tdsx files ) data come from source systems' tables (e.g., Item table from your ERP) and are modeled via Tableau Creator (Tableau Desktop and/or Prep).

image-20240407-162751.png

Subject to change without notice. The actual templates can be slightly different than the documented ones.

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