Principal Sample – Opportunity Wins and Projections Performance Dashboard
The Principal 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 associated with opportunities that are assigned to the principal and that have an estimated start date in the time period indicated. Each segment of the bar represents the revenue associated with opportunities currently assigned to that opportunity stage.
For comparison, target revenue amounts for each time period are displayed as a superimposed broken line.
| Characteristic | Description |
|---|---|
| Chart Type | Stacked bar chart |
| Measures | Opportunity Revenue |
| Key Performance Indicator (KPI) | OpportunitySalesTargetPrincipal |
| Drill Down | From calendar year to quarter to month |
Use the Key Performance Indicators tab of the Analysis Cubes form in Vision () to specify target values for the OpportunitySalesTargetPrincipal 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.)
Automatic Filter
Vision automatically filters the data to only include opportunities for which the current Vision user is the assigned principal. If the user is not linked to an employee in Vision, this filter cannot be applied, so the dashboard includes data for all opportunities.Filter Options
You can filter the opportunity data for this performance dashboard based on any or all of the following:
- Opportunity project manager
- Opportunity client
- Opportunity stage
- Opportunity type
- Transaction year (Default: most recent three years)