Sales Funnel - Factored Net Fee

The Sales Funnel - Factored Net Fee visualizer is a funnel chart that allows you to view the weighted factored net fee of your opportunities. Data is organized in the funnel by opportunity stages in descending order. By default, only active opportunities are displayed.

Note: If the Relative Factored Net Fee % is zero for an opportunity stage, the stage is not included in the chart.

Chart Data

The funnel chart is divided into segments that represent active opportunity stages. For more information about stages, see Opportunity Stages. For each stage, the Relative Factored Net Fee % is displayed on the chart. The stages are displayed in descending order.

Note: The Factored Net Fee is a calculated weighted value for all net fee values, across all companies and organizations for an opportunity. The value is calculated as Net Fee * Bid Probability % * Win Probability %. For more information, see Opportunity - Default View - Info Tab.

To view additional details about an opportunity stage, click the stage on the chart; the following information is displayed:.

• Opportunity Stage Name: Displays the name of the opportunity stage.
• Opportunity Stage Factored Net Fee: This is the total Factored Net Fee for all of your opportunities that are assigned to the opportunity stage.
• Sum of Factored Net Fee: This is the total Factored Net Fee for all of your opportunities.
• Relative Factored Net Fee %: The Relative Factored Net Fee % is calculated as Opportunity Stage Factored Net Fee / Sum of Factored Net Fee for the included opportunities.