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Salesforce CRM Opportunities Lost Amount by Opp Name

Opportunities Lost Amount by Opp Name is a metric that calculates the total potential revenue lost from a specific opportunity in Salesforce due to it being marked as "lost."

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Opportunities Lost Amount by Opp Name 2.190,879 Start tracking this metric
  • About
  • Tech details
  • Notes
What is "Opportunities Lost Amount by Opp Name"?
The Opportunities Lost Amount by Opp Name metric calculates the total revenue lost due to lost sales opportunities for each individual opportunity name. This metric helps sales teams identify which opportunities are consistently resulting in lost revenue, allowing them to better target their sales efforts and improve their win rates. It also provides valuable insights for sales leadership to identify areas of improvement in their team's sales processes and coaching strategies.
Example: Opportunities Lost Amount by Opp Name metric can be used to identify the total value of potential sales lost for a specific opportunity by its name, helping businesses to analyze patterns and target improvements in their sales and marketing strategies.

Visualizations

  • Databox visualization

    Bar and Line Chart

    Used to show comparisons between values.

How to track Opportunities Lost Amount by Opp Name in Databox?

Databox is a business analytics software that allows you to track and visualize your most important metrics from any data source in one centralized platform.

To track Opportunities Lost Amount by Opp Name using Databox, follow these steps:

  1. 1
    Connect Salesforce CRM that contains the metric you want to track
  2. 2
    Select the metric you want to track from the list of available metrics
  3. 3
    Drag and drop the selected metric onto your dashboard
  4. 4
    Watch your dashboard populate in seconds
  5. 5
    Put Opportunities Lost Amount by Opp Name on the Performance screen
  6. 6
    Get Opportunities Lost Amount by Opp Name performance daily with Scorecards or as a weekly digest
  7. 7
    Set Goals to track and improve performance of Opportunities Lost Amount by Opp Name
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Basics

  • Description
    Opportunities Lost Amount by Opp Name is a metric that calculates the total potential revenue lost from a specific opportunity in Salesforce due to it being marked as "lost."
  • Category
    Sales
  • Subcategory
    Deals lost
  • Date Added
    2015-04-28
  • Cumulative Support
    Yes
  • Units
    No
  • Granularities
    hourly, daily, weekly, monthly, yearly, quarterly, allTime
  • Favorable Trend
    decreasing
  • Historical Data
    Yes
  • Changing historical data
    Yes
  • Forecast Support
    Yes
  • Benchmark Support
    No
  • Media Support
    No
  • Dimension
    Yes
  • Metric Type
    general Learn more
  • API Endpoint
    {instance_url}/https://{instance_url}/services/data/v60.0/query

  • Data discrepancies for the ‘Amount’ metric for all Opportunities using currency conversion in Salesforce CRM

    The values for the ‘Amount’ metric are the numbers Databox pulls from the Salesforce API. If the values for Opportunities for the US are set up with US dollar currency (even though the user’s official currency on the Salesforce account is British pounds) and are converted into GBP currency, Salesforce stores these values in their warehouse. Salesforce API then provides already converted values. If there is no specific column with referential data in Salesforce, Databox is unable to change the currency for amount metrics.

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