BD Manager Sample – Opportunity Wins and Projections Performance Dashboard

The BD Manager Sample - Opportunity Wins and Projections performance dashboard helps you compare the projected revenue associated with opportunities to your revenue targets.

Wins and Projections from Opportunities Chart

Each chart bar in the Wins and Projections from Opportunities chart represents the total revenue that is associated with opportunities for the indicated level 1 organization that have an estimated start date in the year indicated. Each segment of the bar represents the revenue associated with opportunities currently assigned to that opportunity stage.

For comparison, the chart also displays a black broken line across each bar that represents the target revenue amount for each organization and time period.

Characteristic	Description
Chart Type	Stacked bar chart
Measures	Opportunity Revenue
Key Performance Indicator (KPI)	OpportunitySalesTargetOrg1
Drill Down	From calendar year to quarter to month

Use the Key Performance Indicators tab of the Analysis Cubes form in Vision (Configuration > General > Analysis Cubes) to specify target values for the OpportunitySalesTargetOrg1 KPI. (The performance dashboards will not display the targets you specify until you use the Vision Resource Kit to update the Analysis Cubes to include those targets.)

Filter Options

You can filter the opportunity data for this performance dashboard based on any or all of the following:

• One or two organization levels (depending on Vision Performance Management configuration)
• Opportunity client
• Opportunity stage
• Opportunity type
• Transaction year (Default: most recent three years)