Link: Wins Card
- Why It's Important
- Who It's Useful For
- What Data Is Used
- Back of Card
- How to Use It
- Important to Note
Total number of opportunities that progressed to Closed Won per rep during the time period.
Why It’s Important
This card will be helpful to both AE and AM managers, to easily identify each rep’s Closed Won opportunities and set future goals around.
Who It’s Useful For
AEs, AMs, and their managers.
This card counts the total number of opportunities that were open and owned by a rep at any point during a given time period and progressed to Closed Won. We define Closed Won as an opportunity that was either open and in the rep’s name at the beginning of the time period or created during the time period but was Closed Won before the end of the time period.
What Data Is Used
All information comes from the Opportunity object in Salesforce. The Opportunity Owner tells us whether a given rep owned the opportunity when the Opportunity closed. The Close Date let us know whether the Opportunity was Closed Won during that period.
Back of Card
The data on the back of this card shows, for each opportunity Closed Won by the rep during the time period, the Opportunity Name, the Opportunity Type (New Business, Renewal, Expansion, Etc.), the Bookings Total, and the Close Date. This view can be useful for AE or AM pipeline reviews.
How to Use It
For a team of Account Managers, understanding the total wins is an important metric to use in conjunction with other metrics such as Win Rate and Average Selling Price to track and set goals against.
Important to Note
This card has been added to the following dynamic dashboard that are automatically generated for all Atrium users:
1. "Last Week / Month in Progress"
2. "Ramping KPI"
3. "Rise and Shine"