Sales Ratio - Factored Net Fee

Additional Information

Chart Views

Opportunities Inquiry

The Sales Ratio - Factored Net Fee visualizer allows you to view a win / loss relative comparison of your opportunities for the prior 12 posting periods. The chart displays the relative factored net fee percentage for your opportunities across posting periods. Portions of the chart bars are colored to highlight the portions of opportunities that were won or lost in each posting period. In addition, a goal line is displayed behind the bars to signify if the firm's goals have been met. By default, the chart is sorted in ascending order by the Award Date and by the outcome of the Opportunity Stage.

The timeframe displays the current posting period, which is based on the system date at the time of dashboard access, and the previous 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
Relative Factored Net Fee%	The left-side of the chart, or the y-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.
Period	The area below the chart, or the x-axis, displays the posting periods. The timeframe displays the current posting period, based on the system date at the time of dashboard access, and the previous 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	For each posting period, blue bars represent your lost opportunities for the posting period. Won opportunities are presented as value points at each posting period, connected by a black line. To view the relative factored net fee percentage for lost opportunities in a posting period, click the bar for the posting period on the chart. To view the won opportunities in a posting period, use the Point Labels option of the Views button available at the top of the chart.

Area

Description

Relative Factored Net Fee%

The left-side of the chart, or the y-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.

Period

The area below the chart, or the x-axis, displays the posting periods. The timeframe displays the current posting period, based on the system date at the time of dashboard access, and the previous 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

For each posting period, blue bars represent your lost opportunities for the posting period. Won opportunities are presented as value points at each posting period, connected by a black line.

To view the relative factored net fee percentage for lost opportunities in a posting period, click the bar for the posting period on the chart. To view the won opportunities in a posting period, use the Point Labels option of the Views button available at the top of the chart.