Use the Opportunity tab to specify how
Vision calculates the hit rate for opportunities.
In general,
Vision calculates the hit rate as follows:
Awarded Opportunities / All Opportunities
However, you can use the options on this tab to restrict the types of opportunities included in the hit rate calculation.
Contents
Field | Description |
Date Range
|
To calculate the hit rate for opportunities opened within a specified date range, enter the starting and ending dates for the range, or click the calendar icons and select the dates.
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Exclude Inactive Opportunities
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To exclude inactive opportunities from the hit rate calculation, select this check box.
|
Awarded Code
|
Select the stage that indicates an opportunity resulted in a contract.
Vision uses this to determine the number of hits.
|
Exclude Stages
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To exclude any opportunities from the hit rate calculation based on their stage, click
to display the Lookup dialog box. Select the stages to exclude, and click
Select.
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