Drive sales strategy with informed decisions by comparing past and current revenue data to assess trends and identify growth or decline.
Sales Performance Analytics helps to analyze revenue data from the previous period against the current period to determine trends in sales performance.
This comparison helps us in understanding the financial health of the business.
- Metrics and Description
- Calculated fields
- Benefits and Advantages
- Sales Performance Analytics short video tour
Sales Performance Analytics has delivered the below metrics.
|
Metrics |
Description |
|---|---|
|
Revenue | Job Acceptance and Close Ratio [ Prev. vs Curr. ] |
Evaluate overall revenue data from previous (Prev.) and current (Curr.) periods to gauge sales team efficiency by analyzing the conversion rate of sales opportunities into closed deals. |
|
Overall Revenue [ Prev. vs Curr. ] |
Compare your overall revenue for the current period (Curr.) with the corresponding period previously (Prev.) to ascertain any increase or decrease in revenue. |
|
Job Acceptance and Close Ratio [ Prev. vs Curr. ] |
This metric measures the percentage of job proposals accepted or declined by the Customers and assesses the conversion rate of sales opportunities into closed deals and compares with the previous period. |
|
Average Deal Size [Prev. vs Curr.] |
Provides a comparison of the average deal size growth between the corresponding periods indicating trends in deal size changes. |
|
Jobs bid to New & Existing Customer [ Prev. vs Curr. ] |
Analyze the total number of jobs created for New and Existing Customers [Prev. vs Curr.]. |
|
Revenue from your New & Existing Customer [ Prev. vs Curr. ] |
Analyze the total revenue generated from New and Existing Customers [Prev. vs Curr.]. |
|
Track and Analyze your Sales Revenue by Service Category [ Prev. vs Curr. ] |
This helps to compare and evaluate the income generated from different types of services categories, for the selected period corresponding to the previous period. |
|
Track and Analyze your Sales by Services Offered [ Prev. vs Curr. ] |
This will help to compare and evaluate the income generated from different types of services for the selected period corresponding to the previous period. |
|
Sales Revenue by Adsource (Prev vs Curr) |
Helps to identify successful advertising channels or sources for both the current and previous periods, informing future marketing strategies. |
|
Sales Revenue by Class (Prev vs Curr) |
Identifies which customer classes are the primary contributors to overall revenue, guiding resource allocation and marketing efforts. |
|
Sales Revenue by Customer Type (Prev vs Curr) |
Provides a straightforward breakdown of revenue contribution from various customer types, helping us understand the contribution of each customer type. |
|
Understand your Sales Revenue [ Previous vs Current ] |
A dynamic bar chart comparing revenue from previous and current periods, with automatic views adjusted by selected time range (daily, weekly, monthly, or yearly). |
Here are the business constraints that are applied.
- All the Metrics are calculated for the applied date range filter.
- Only active Jobs are considered for computation.
Computed fields
When analyzing one month's data, it will be compared to the data from the preceding month.
Ex: Current (12/01/2023 - 12/31/2023): Previous (11/01/2023 - 11/31/2023)
In the examination of six months' data, comparisons will be made with the data from the preceding six months.
Ex: Current (07/01/2023 - 12/31/2023): Previous (01/01/2023 - 06/31/2023)
When considering last year's data, it will be compared to the data from the previous year.
Ex: Current (01/01/2023 - 12/31/2023): Previous (01/01/2022 - 12/31/2022)
Filters
Using filters, you can analyze by applying various search criteria, here are the available filters:
Service Category → Service → Customer Type → Salesperson → City → State
Top 6 ways that Sales Performance Analytics can help understand your sales better:
- It will help to understand overall revenue data from previous (Prev.) and current (Curr.) period.
- Analyze the total revenue generated by new customers New vs Existing Customers [Prev. vs Curr.].
- Assess the efficiency of your sales team by determining the percentage of sales opportunities that result in closed deals.
- Provides a comparison of the average deal size growth between the same periods in different years, indicating trends in deal size changes.
- It is helpful in tracking and analyzing the income generated from various advertising channels or sources.
- You can understand Customer Type that are primary contributors to overall revenue, guiding resource allocation and marketing efforts.
Sales Performance Analytics short video tour