# Salesforce: Sales Snapshot

## Description

* This snapshot provides monthly and quarterly metrics that help you understand how your opportunities are performing. Metrics around bookings, the current pipeline and loses are included.

## Supported Data Sources

* <img src="https://fivetran.com/integrations/salesforce/resources/salesforce.svg" alt="" data-size="line"> Salesforce

## Columns

| Type    | Name                                               | Description                                                                                                                            |
| ------- | -------------------------------------------------- | -------------------------------------------------------------------------------------------------------------------------------------- |
| 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.                                                                   |
| 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.                                                                    |
| 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 | 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..                                              |


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