Use the General tab to select report options for the
Opportunity Hit Rate List and to save sets of options for reuse.
Contents
| Field | Description |
|---|
| Report Name
|
You can change the default report name.
|
| Create Activity
|
To create activities in the Activity Manager when you generate the report, select this check box.
DPS displays the Activity dialog box so that you can enter information about the activity, including its type (email, phone call, meeting, touchpoint, and so on), primary contact, and date/time.
DPS creates an activity for each record included on the report.
|
| Grid Type
|
Specify the type of data for which you want to show additional columns.
The sorting and grouping criteria available for the report vary, based on your setting for this option. For example,
contact-related criteria are available if you select
Contacts, while
opportunity-related criteria are available if you select
Opportunities.
The columns that are available on the Columns tab are also based on this option's setting.
|
| Only List <Grid Type> That Match Selections
|
Select this option to filter the report based on the options that you selected in the
Grid Type field and the
Selection field of the Reports grid, from the Reporting application. The report will be filtered based on the
Grid Type field and the open or selected record.
|
| Report In
|
Select the currency to use for amounts:
-
Opportunity Currency: The currency specified in
Currency on the Overview tab of the
Opportunities hub.
-
Presentation Currency: The currency that you select for the
Presentation Currency option.
|
| Presentation Currency
|
If you selected
Presentation Currency in
Report in, select the three-character ISO code for the currency. (The list includes only the currencies that are enabled for your enterprise.)
All amounts on the report will be presented in this currency.
DPS calculates the exchanges between the
opportunity currency and the presentation currency based on the date that you specify in
Exchange Rate as of.
|
| Exchange Rate as of
|
If you selected
Presentation Currency in
Report in, specify the date that
DPS should use to calculate exchanges between the presentation currency you select and the
opportunity currency.
DPS determines the correct exchange rates in the daily exchange rate table based on this date.
|
| Print Final Totals
|
Select this check box if you want a line at the end of the report that shows total amounts for the entire report.
|
| Summarize
Opportunity Detail
|
Select this check box to generate a summary version of the report.
|
Options
All of the fields in the Options section control the calculation of the hit rate for a grouping level that you select for the report on the Sorting/Grouping tab. The fields in the Options section filter the
opportunities to include in the hit rate calculation, not the
opportunities to include in the report. To select the
opportunities to include in the report, use the
Selection field for the
Opportunity Hit Rate List in the Reports grid on the
Opportunity Reporting form as you normally would with other
DPS reports.
| Field | Description |
|---|
| Stage Options
|
Only the
opportunities in the stages that you select in this field are included in the hit rate calculation for the report. For example, if you select
Awarded and
Lost, only awarded and lost
opportunities are included in the hit rate calculation. You specify the current stage in the
Opportunities hub. How the stages are used in the hit rate calculation is described in the
Calculated Value field description further below. You can select one or more stages on the lookup. Leave this field blank to include
opportunities in all stages in the hit rate calculation.
|
| Date Field
|
Select the type of
opportunity date (such as Close Date or Estimated Completion Date) to affect the calculated value for hit rates on the report. The hit rate calculation includes only the
opportunities that have this type of date within the time frame that you enter in the
Date Options field and/or the date range fields in this section.
If you leave this field blank, the report does not use any date field in the hit rate calculation and all
opportunities in the selected stages are included in the calculation.
|
| Date Options
|
If you selected a type of date in
Date Field, use this field to select the reporting period for calculating the value for hit rates. For example, if you select
Estimated Start Date in
Date Field and
Next 14 Days in this field, the report uses only the
opportunities with an estimated start date that falls within the next two weeks to calculate the hit rate.
|
| From/to
|
If you selected
Range in
Date Options, enter the start date and end date of the range for calculating hit rates. Click the calendar icons to select the dates from a calendar.
|
| Core value
|
The drop-down list in this field contains the stages that you selected in the
Stage Options field. Select one stage to use for a grouping level's hit rate calculation. How this stage is used in the calculation is described in the
Calculated Value field description.
|
| Calculated Value
|
Select the type of value for calculating hit rates for a grouping level. The options are:
-
Percent: The hit rate calculation is based on the number of
opportunities for a grouping level that fall between the dates that you entered in
Date Options or
From/to for the type of date that you selected in
Date Field. From that group of
opportunities, the hit rate is calculated as: (Number of
opportunities for a grouping level that are assigned the stage that you entered in
Core Value / Number of
opportunities that are assigned the stages that you entered in
Stage Options) x 100.
- Revenue: The hit rate calculation is based on the estimated revenue for
opportunities for a grouping level that fall between the dates that you entered in
Date Options or
From/to for the type of date that you selected in
Date Field. From that group of
opportunities, the hit rate is calculated as: (Estimated revenue for
opportunities for a grouping level that are assigned the stage that you entered in
Core Value / Estimated revenue for
opportunities that are assigned the stages that you entered in
Stage Options) x 100.
- Weighted Revenue: The hit rate calculation is based on the weighted revenue for
opportunities for a grouping level that fall between the dates that you entered in
Date Options or
From/to for the type of date that you selected in
Date Field. From that group of
opportunities, the hit rate is calculated as: (Weighted revenue for
opportunities for a grouping level that are assigned the stage that you entered in
Core Value / Weighted revenue for
opportunities that are assigned the stages that you entered in
Stage Options) x 100.
For all value types, the calculation multiplies by 100 to display the hit rate as a percentage.
|
|
Client Hierarchy Lookup
|
If you are using
client hierarchies and you want to generate the report for a
firm hierarchy, select a
firm in that hierarchy. The report includes the entire hierarchy of which the selected
firm is a part.
|
