Salesforce: Manager Performance

Description

• Each record represents a manager, enriched with data about their team's pipeline, bookings, loses, and win percentages.

Supported Data Sources

• Salesforce

Columns

Type	Name	Description
STRING	manager_id	The user id of the manager.
STRING	manager_name	The name of the opportunity owner's manager.
INTEGER	manager_city	The city location of the opportunity owner's manager.
INTEGER	manager_state	The state location of the opportunity owner's manager.
STRING	manager_position	The position role of the opportunity owner's manager.
INTEGER	number_of_direct_reports	The number of opportunity owners who report to this manager.
INTEGER	bookings_amount_closed_this_month	The opportunity amount, if closed this month and status is won.
INTEGER	bookings_amount_closed_this_quarter	The opportunity amount, if closed this quarter and status is won.
INTEGER	total_number_bookings	The opportunity count, if status is won.
INTEGER	total_bookings_amount	The opportunity amount, if status is won.
INTEGER	bookings_count_closed_this_month	The opportunity count, if closed this month and status is won.
INTEGER	bookings_count_closed_this_quarter	The opportunity count, if closed this quarter and status is won.
INTEGER	largest_booking	The largest amount associated with a single opportunity.
INTEGER	lost_amount_this_month	The opportunity amount, if closed this month and status is lost.
INTEGER	lost_amount_this_quarter	The opportunity amount, if closed this quarter and status is lost.
INTEGER	total_number_lost	The opportunity count, if status is lost.
INTEGER	total_lost_amount	The opportunity amount, if status is lost.
INTEGER	lost_count_this_month	The opportunity count, if closed this month and status is lost.
INTEGER	lost_count_this_quarter	The opportunity count, if closed this quarter and status is lost.
INTEGER	pipeline_created_amount_this_month	The opportunity amount, if closed this month and status is pipeline.
INTEGER	pipeline_created_amount_this_quarter	The opportunity amount, if closed this quarter and status is pipeline.
DECIMAL	pipeline_created_forecast_amount_this_month	The opportunity amount mulitplied by the forecast percentage, if closed this month and status is pipeline.
DECIMAL	pipeline_created_forecast_amount_this_quarter	The opportunity amount mulitplied by the forecast percentage, if closed this quarter and status is pipeline.
INTEGER	pipeline_count_created_this_month	The opportunity count, if closed this month and status is pipeline.
INTEGER	pipeline_count_created_this_quarter	The opportunity count, if closed this quarter and status is pipeline.
INTEGER	total_number_pipeline	The opportunity count, if status is pipeline.
INTEGER	total_pipeline_amount	The opportunity amount, if status is pipeline.
DECIMAL	total_pipeline_forecast_amount	The opportunity amount mulitplied by the forecast percentage, if status is pipeline.
INTEGER	largest_deal_in_pipeline	The largest amount associated with a single opportunity in the current pipeline.
INTEGER	win_percent_this_month	The booking amount closed this month, divided by the sum of the booking amount closed this month and the lost amount this month.
INTEGER	win_percent_this_quarter	The booking amount closed this quarter, divided by the sum of the booking amount closed this quarter and the lost amount this quarter.
INTEGER	total_win_percent	The booking amount closed, divided by the sum of the booking amount and the lost amount..