2.0 Pipeline Story - Data Definitions and Assumptions


Pipeline is calculated using amount for any opportunity that was created during the timeframe selected. The time that a deal is considered new to the pipeline is based on the createddate.

 

A lost opportunity is an opportunity that has been changed from open to closed and is also lost. The time that a deal is considered lost is based on the closeddate.

 

As an example, pipeline "this month" would be the sum of the amount for all the opportunities that are created 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.

 

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

 

“closeddate” - This standard Salesforce field is used to determine when an opportunity is expected to close 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 pipeline amount for a given opportunity. 

 

*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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