Extension Definition
Maximize sales potential by developing, retaining, and scaling high performing teams.
| Analyses and Business Questions | |
| Metrics | |
| Dimensions | |
| Concepts | |
| Internal Comparisons | This application does not include additional Internal Comparisons |
| What If and Planning Models | This application does not include additional What If and Planning Models |
| Subjects | |
| Events | This application does not include additional Events |
| Overlays | This application does not include additional Overlays |
Core Blueprint V1.30.31
June 24, 2025
An analysis is a document that describes a collection of analytical content to analyze and understand a particular use case. While you can generate your own Analysis, each Visier application is delivered with a set of standard analyses.
| Display Name | Description | Business Questions | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| How is your organization's sales opportunity progressing? | Review whether you have the right people on the right opportunities to achieve your sales target. | |||||||||||
| Learn About Sales Opportunity Metrics | Learn about the different types of sales opportunity metrics available in the Salesforce Extension. |
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| Sales Opportunity - Validation | Validate the configurations and counts for sales opportunity data. |
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A metric is a value that is computed from the Subject and Events for a particular group of entities in a particular time frame. An example of a metric is "Turnover Rate."
| Display Name | Description |
|---|---|
| Accounts Contacted | The total number of prospective customers contacted during the period. |
| Active Contacts in Period | The total number of active contacts that sales representatives interacted with during the period. |
| Backwards Sales Opportunities (Sales Process) | The total number of sales opportunities that moved backwards in the sales process by the end of the period, relative to their stage at the beginning of the period. |
| Backwards Sales Opportunities Value (Sales Process) | The total value of sales opportunities that moved backwards in the sales process by the end of the period, relative to their stage at the beginning of the period. |
| Closed-Lost Sales Opportunities (Sales Process) | The total number of sales opportunities that closed unsuccessfully with a closed date during the period. |
| Closed-Lost Sales Opportunities Value (Sales Process) | The total value of sales opportunities that closed unsuccessfully with a closed date during the period. |
| Closed-Won Sales Opportunites Value per Rep (Sales Process) | The average value of sales opportunities that closed successfully with a closed date during the period, per sales representative active at the end of the period. |
| Closed-Won Sales Opportunities (Sales Process) | The total number of sales opportunities that closed successfully with a closed date during the period. |
| Closed-Won Sales Opportunities Value (Sales Process) | The total value of sales opportunities that closed successfully with a closed date during the period. |
| Completed Sales Tasks | The total number of sales tasks completed during the period. |
| Current Sales Opportunities (Sales Process) | The total number of sales opportunities that are currently active at the end of the period. |
| Current Sales Opportunities Value (Sales Process) | The total value of sales opportunities that are currently active at the end of the period. |
| Forecasted Sales Opportunities Value | The total value of all sales opportunities forecasted to close during the period. |
| Forwards Sales Opportunities (Sales Process) | The total number of sales opportunities that moved forwards in the sales process by the end of the period, relative to their stage at the beginning of the period. |
| Forwards Sales Opportunities Value (Sales Process) | The total value of sales opportunities that moved forwards in the sales process by the end of the period, relative to their stage at the beginning of the period. |
| New Sales Opportunities | The total number of new sales opportunities that were created during the period. |
| New Sales Opportunities Value | The total value of new sales opportunities that were created during the period. |
| New Sales Opportunities Value per Rep | The average value of new sales opportunities created during the period per sales representative active at the end of the period. |
| Sales Win Rate (Sales Process) | The percentage of sales opportunities that closed successfully during the period. |
| Time in Current Stage (Sales Process) | The average amount of time, in days, that an open sales opportunity has spent in its current stage at the end of the period. |
| Time to Closed-Won (Sales Process) | The average amount of time, in days, for a sales opportunity to be closed successfully during the period. |
| Time to Complete Selected Stage (Sales Process) | Time to complete a particular stage. |
| Total Sales Opportunities (Sales Process) | The total number of sales opportunities that were open during the period. |
| Total Sales Opportunities Value (Sales Process) | The total value of sales opportunities that were open during the period. |
A dimension is created from a concept or property and contains all the potential values. It is then used to allow filtering and grouping of the content. Dimensions can be hierarchical. An example of a dimension is "Generation" which groups employees by the year of their birth.
| Display Name | Description |
|---|---|
| Account Industry | The industry associated with the account. |
| Account Name | The name of the account. |
| Account Status | The status of the account (e.g., Acknowledged or Pending). |
| Contact Department | The department where the contact works. |
| Contact Title | The job title of the contact (e.g., CEO or Vice President). |
| Forecast Category | A category that indicates the likelihood of the sales opportunity closing successfully during the forecasted period (e.g., Committed or Closed). |
| Lead Source | The source that led to this contact. |
| Opportunity Name | The name of the sales opportunity. |
| Opportunity Source | The source from which the sales opportunity came (e.g., Website or Referral). |
| Opportunity Stage | The stage of the sales process that the sales opportunity is currently in. |
| Opportunity Type | The type of sales opportunity (e.g., Existing Business or New Business). |
| Priority | The priority level of the task (e.g., High or Medium). |
| Task Status | The status of the task (e.g., Completed or Deferred). |
| Task Subject | The title of the task. |
| Task Type | The type of task (e.g., Call or Meeting). |
Visier employs a large range of analytical concepts, these define expected and desired analytical objects. Each concept allows configuration so that the concept can be employed by you. An example of a concept is "Involuntary Turnover" which allows you to define the types of turnover that are to be considered as involuntary.
| Display Name | Description |
|---|---|
| Has Closed-Won Sales Opportunity in Period | An employee who has a sales opportunity that was closed successfully during the period. |
| Has Created New Sales Opportunity In Period | An employee who has created a new sales opportunity within the period. |
| Has Sales Opportunity Closed Date In Period | Whether or not the closed sales opportunity has a closed date within the selected time period. |
| Is Closed Sales Opportunity | A sales opportunity that has closed and is no longer active or open (e.g., Closed-Won or Closed-Other). |
| Sales Employee | An employee working in sales. |
Subjects are entities that evolve and change. They have properties and changes to those properties are captured over time. An example of a subject is "Employee."
| Display Name | Description |
|---|---|
| Account | An organization that is a current or potential customer. |
| Contact | A representative from an account who may interact with a sales representative. |
| Employee | Current employees of the organization. |
| Sales Opportunity | An opportunity within the sales process to sell to a potential customer. |
| Task | A task performed by a sales representative. |