Key Financial Metrics Opportunity Tab

Use the Opportunity tab to specify how hit rates are calculated for opportunities.

In general, DPS 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

Hit Rate Options

Field Description
Date Range To calculate the hit rate for opportunities opened within a specified date range, specify the starting and ending dates for the range.
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. DPS uses this to determine the number of hits.
Exclude Stages To exclude any opportunities from the hit rate calculation based on their stage, use the lookup to select the stages to exclude.