This query provides you with an overview of the lost revenue and the loss rate for each quarter over the last 8 months.
This query is based on the MultiProvider 0CRM_C04.
Object Type | Name | Technical Name | Value Restriction / Calculation |
|---|---|---|---|
| User Name |
0BP_RESPPER__0USER_NAME |
User Name: 0P_USER |
| System of User Name |
0BP_RESPPER__0USER_SYST |
System of User Name: 0P_USSYS |
| Resp. Sales Org. |
0CRMSA_OG_R |
Determine Manager's Sales Organization: 0CXPMOM |
| Calendar Year/Quarter Closing Date |
0CALQURT_CL |
Current Quarter (0CQUART) minus 7 |
Object Type | Name | Technical Name |
|---|---|---|
| CRM Sales Org. |
0CRM_SALORG |
| Industry Code |
0CRM_PROSPE__0IND_CODE |
Object Type | Name | Technical Name | Value Restriction / Calculation |
|---|---|---|---|
| Calendar Year/Quarter Closing Date |
0CALQURT_CL |
— |
Object Type | Name | Technical Name | Value Restriction / Calculation |
|---|---|---|---|
| Number of Lost (Competitive) Opportunities |
Number of document headers (0CRM_NUMDOC) with opportunity/lead status Lost and assignment to a competitor (0CRM_COMPET) |
|
| Number of Won and Lost (Competitive) Opportunities |
Number of document headers (0CRM_NUMDOC) with opportunity/lead status Won or Lost and assignment to a competitor (0CRM_COMPET) |
|
| Lost Revenue |
Expected revenue (0CRMREVEXPC) with opportunity/lead status Lost |
|
| Loss Rate |
Number of lost opportunities/number of won and lost opportunities |