# 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.. | --- # Agent Instructions: Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. 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