Client Smart Summary KPIs and Calculations
The Generative AI client Smart Summary uses key performance indicators (KPIs) to measure the performance of your relationship with a client.
Table of KPIs and Calculations
This table lists the key performance indicators and calculations used to measure the performance of your relationship with a client based on Vantagepoint data and metrics.
Client Smart Summary KPI | KPI Calculation |
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Current Total Backlog |
Sum of Backlog for Projects |
Current AR |
Sum of AR Amount for Projects |
Profitability |
Sum of the Profit/Sum of Contract value * 100 |
Total Contract Value of Project |
Revenue Sum + Backlog Sum |
Average Contract Value per Project |
(Revenue Sum + Backlog Sum) / Number of Projects |
# of Active Awarded Projects |
Count of Active Awarded Projects |
Total Estimated Fee |
Sum of Estimated Fee |
Average Estimated Fee |
Sum of Estimated Fee / Number of Projects |
Promotional Project Cost |
Total JTD Promotional Cost |
Average Days Open |
Sum of Days Open / Number of Projects |
Number of Pursuit Projects |
Count of In Pursuit Projects |
Capture Rate |
Sum of Estimated Fee of Awarded Projects / (Sum of Estimated Fee of Won + Lost Projects) |
Win Rate |
Count of Awarded Projects / Count of Won + Lost Projects |