34 lines
1 KiB
YAML
34 lines
1 KiB
YAML
name: pipeline_value
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display_name: Pipeline Value
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category: sales
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type: sum
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unit: USD
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grain: monthly
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table: opportunities
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expression: "SUM(deal_value * probability / 100)"
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time_column: created_at
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description: "Pipeline Value — the probability-weighted total value of open sales opportunities, used for revenue forecasting."
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dimensions:
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- stage
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- owner
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- region
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synonyms:
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- weighted_pipeline
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- pipeline_forecast
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- opportunity_value
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notes:
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- "Weighted by close probability for each stage (e.g., 20% at Qualify, 80% at Proposal)"
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- "Snapshot the pipeline at month-end for trend analysis"
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- "Exclude closed-won and closed-lost opportunities"
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- "Compare to quota to assess pipeline coverage ratio (target: 3-4x)"
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sql: |
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SELECT
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DATE_TRUNC('month', created_at) AS month,
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stage,
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COUNT(*) AS opportunity_count,
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SUM(deal_value) AS total_deal_value,
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SUM(deal_value * probability / 100.0) AS weighted_pipeline_value
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FROM opportunities
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WHERE status = 'open'
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GROUP BY 1, 2
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ORDER BY 1, weighted_pipeline_value DESC
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