Next Year Sales Distribution - Client
The Next Year Sales Distribution - Client visualizer allows you to view the relative factored net fee percentage for groupings of active, open opportunities for the coming year. The grouping is based on the Show By Group restriction, which allows you to view opportunities in various groupings. Overdue opportunities and opportunities without an Award Date are not included. By default, the chart is sorted in descending order by the Relative Factored Net Fee.
The timeframe displays the current posting period, which is based on the system date at the time of dashboard access, and the next 11 posting periods. Opportunities are assigned to a posting period based on Award Date; if an Award Date is not entered, the opportunity is not included on the chart.
Chart Data
| Area | Description |
|---|---|
| Show By Group |
The left-side of the chart, or the y-axis, displays the show by groupings. The Show By Group restriction determines the grouping of data within the visualizer. The default selection is Client, but this value can be modified in the Restrictions area. For more information, see Business Development Dashboard Restrictions. |
| Relative Factored Net Fee % |
The area below the chart, or the x-axis, displays the relative factored net fee percentage. The Relative Factored Net Fee % is calculated as Opportunity Factored Net Fee / Total Opportunity Factored Net Fees for the selected Show By Group. |
| Chart |
The bars of the chart represent the relative factored net fee percentage for the grouping of opportunities. For more information, click the bar to view the grouping (e.g. Client Name) and the Relative Factored Net Fee %. |