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Instruction Manual for your SFDC Opportunity History Report
Instruction Manual for your SFDC Opportunity History Report
Jeffrey Ye avatar
Written by Jeffrey Ye
Updated over a week ago

Once you sync your SFDC account with ListenLoop, you will get the up-to-date SFDC Opportunity History Report, this article will give you more details about your report:

Fields we look at:
Opportunity.Account.Name    
Probability
Opportunity.Account.First_Impressions_Date__c    Opportunity.Account.Impressions_all_time__c    Amount
ExpectedRevenue
CreatedDate
ForecastCategory


Pipeline Revenue Change:  the amount of pipeline that has been created or changed during the selected time period.  

Avg. Pipeline Revenue per Opportunity:  the amount of pipeline changed divided by the number of opportunities.  This number is meant to normalize the data so that you can compare pipeline performance for accounts with and without ads despite large variance in the number of opportunities in each segment. 

ROI:  the return on ad spend relative to pipeline generated, calculated as (pipeline - ad spend) / (ad spend)

Top of Funnel:  opportunities between 0-30% probability to close by the end of the selected period

Middle of Funnel:  opportunities between 31-60% probability to close by the end of the selected period

Bottom of Funnel: opportunities between 61-90% probability to close by the end of the selected period

Won:  opportunities marked as "Closed Won" or probability 100%
Closed:  opportunities marked as "Closed Lost" or forecast category "Omitted"

Avg. Deal Size:  the average amount of Closed Won opportunities in the selected period

Average Sales Cycle:  the average number of days between the first opportunity record and the closed won date. 

Closed Revenue Change:  the amount of pipeline that closed during the selected time period.

Pipeline Velocity:  the amount of pipeline dollars per month generated in the selected period, calculated as: 

Feel free to chat with us or send email to support@listenloop.com for any questions you have.

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