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
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