Key Financial Metrics Opportunity Tab

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.
Exclude Inactive Opportunities 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 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.