Plasma Dashboard - Profit

Percentage of Deals Needing Approvals (calculated with number of deals)

• Bar chart displays KPI Data with 3 separate bars in the X-axis (for bottom quartile, median and upper quartile) and the percentage of deals needing approval in the Y-axis.

• Blue reference line displays customer data.
  The value corresponds to the average of customer data available in the drill down.

• Drill down option is available by clicking the blue line – then you get detailed customer data by month.

• This chart displays the percentage of deals required to go through approval process.
  Deal is considered to be a submitted and approved quote.

• It measures processes effectiveness compared to the industry’s standards in order to identify the need of optimizing processes so that deals move faster through the pipeline.

Average Number of Steps in Approval Process (simple average)

• Bar chart displays KPI Data with 3 separate bars in the X-axis (for bottom quartile, median and upper quartile) and the average number of steps in approval process in the Y-axis.

• Blue reference line displays Customer Data.
  The value corresponds to the average of customer data available in the drill down.

• Drill down option is available by clicking on the blue line – then you get detailed customer data by month.

• This chart displays the average number of steps a quote went through during the approval process.

• It measures approval processes effectiveness compared to the industry's standards.

Deal Velocity for Deals Needing Approval (simple average)

• Bar chart displays KPI Data with 3 separate bars in the X-axis (for bottom quartile, median and upper quartile) and the deal velocity in days in the Y-axis.

• Blue reference line displays Customer Data.
  The value corresponds to the average of customer data available in the drill down.

• Drill down option is available by clicking the blue line – then you get detailed customer data by month.

• This chart displays the average number of days that elapsed between the creation date and the approval date, considering only deals needing approval.

• Deals needing approval are quotes that go through an approval workflow, i.e. are not automatically approved.

• It enables customers to measure processes effectiveness compared to the industry’s standards in order to identify the need of optimizing processes so that deals move faster through the pipeline.

Percentage of Deals Outside Guidelines (calculated with number of deals)

• Bar chart displays KPI Data with 3 separate bars in the X-axis (for bottom quartile, median and upper quartile) and the percentage of deals outside the guidelines in the Y-axis.

• Blue reference line displays Customer Data.
  The value corresponds to the average of customer data available in the drill down.

• Drill down option is available by clicking the blue line – then you get detailed customer data by month.

• This chart displays the percentage of deals outside the guidelines.

• It measures the adherence to the guidelines over time in number of quotes which enables to measure price effectiveness and derive corrective actions for deal guidance and approval processes improvements.

• A deal is considered as outside guidelines when InvoicePrice ≤ TargetPrice. Otherwise, it fits in.
  If no TargetPrice is populated, we consider as outside guidelines a deal that went through an approval process, i.e. did not follow a default approval flow for some reason.

Number of Deals

• Bar chart displays KPI data with 3 separate bars in the X-axis (for bottom quartile, median and upper quartile) and the number of deals in the Y-axis.

• Blue reference line displays customer data.
  The value corresponds to the average of customer data available in the drill down.

• Drill down option is available by clicking the blue line – then you get detailed customer data by month.

• This chart displays the number of deals created in the period shown.

• Deal is considered to be a submitted and approved quote.

Average Deal Size

• Bar chart displays KPI Data with 3 separate bars in the X-axis (for bottom quartile, median and upper quartile) and the average deal size in the Y-axis.

• Size is a money field.

• Blue reference line displays customer data.
  The value corresponds to the average of customer data available in the drill down.

• Drill down option is available by clicking the blue line – then you get detailed customer data by month.

• This chart displays the average deal size managed in the period shown, in terms of revenue. Deal is considered to be a submitted and approved quote.

• It enables companies to benchmark the deal size with other benchmarked companies.

Deal Velocity for All Deals (simple average)

• Bar chart displays KPI Data with 3 separate bars in the X-axis (for bottom quartile, median and upper quartile) and deal velocity in days in the Y-axis

• Blue reference line displays customer data.
  The value corresponds to the average of customer data available in the drill down.

• Drill down option is available by clicking the blue line – then you get detailed customer data by month.

• This chart displays the average number of days that elapsed between the creation date and the submitted date, considering all deals.

• It enables companies to measure processes effectiveness compared to the industry’s standards in order to identify the need for optimizing processes so that deals move faster through the pipeline.