Salesforce: Owner Performance

Description

• Each record represents an individual member of the sales team, enriched with data about their pipeline, bookings, loses, and win percentages.

Supported Data Sources

• Salesforce

Columns

Type	Name	Description
STRING	owner_id	Id of the owner of this opportunity
STRING	manager_id	Manager ID associated with opportunities.
STRING	b_manager_id	Manager ID of the booking_by_owner CTE. Helper field.
STRING	b_owner_id	Owner ID of the booking_by_owner CTE. Helper field.
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	avg_bookings_amount	The average opportunity amount, if status is won.
INTEGER	largest_booking	The largest amount associated with a single opportunity.
INTEGER	avg_days_to_close	The average days to close across opportunties in that have been won.
STRING	l_manager_id	Manager ID of the lost_by_owner CTE. Helper field.
STRING	l_owner_id	Owner ID of the lost_by_owner CTE. Helper field.
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.
STRING	p_manager_id	Manager ID of the pipeline_by_owner CTE. Helper field.
STRING	p_owner_id	Owner ID of the pipeline_by_owner CTE. Helper field.
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	avg_pipeline_opp_amount	The average opportunity amount, if status is pipeline.
INTEGER	largest_deal_in_pipeline	The largest amount associated with a single opportunity in the current pipeline.
INTEGER	avg_days_open	The average days since created across opportunties in the pipeline.
STRING	owner_name	The first and last name of the owner.
INTEGER	owner_city	The city associated with the owner.
INTEGER	owner_state	The state associated with the owner.
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..