1.0 Bookings Story - Data Definitions and Assumptions


Bookings is calculated using amount for any opportunity that was closed and won. The time that a deal is considered closed is based on the closeddate.

 

As an example, bookings "this month" would be the sum of the deal size for all the opportunities that are closed, won, and have a close date this calendar month. 

 

By default, Lexio uses the standard Salesforce fields listed, but if your organization employs custom fields, it's possible to map to those fields instead.

 

Key Data Inputs

 

“name” - This standard Salesforce field is used to determine the name of the opportunity.

 

“closeddate” - This standard Salesforce field is used to determine when an opportunity was closed in Lexio.

 

“isclosed” - This standard Salesforce field is used to determine whether or not an opportunity is closed. 

 

“iswon” - This standard Salesforce field is used to determine whether or not an opportunity should be considered won (as opposed to a lost opportunity). 

 

“amount” - This standard Salesforce field is used to determine the bookings amount for a given opportunity. 

 

"createddate" - This standard Salesforce field is used to determine when an opportunity was created in Lexio.

 

*Customizations* - if your organization uses a different field in Saleforce for any of these data points, you can customize it accordingly in Lexio. Reach out to your CSM to request this customization.


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