Content Description:
Deal Size Analytics provides insights into average won opportunity revenue across sales stages, territories, product groups, partners, and owners. Users can analyze current deal size performance and historical trends to understand the factors influencing revenue growth and sales effectiveness. Built-in Data Agents enable users to ask natural language questions to explore deal size trends, compare performance across dimensions, and uncover the drivers of sales success.
Content Type: AI Data Agent + Workbook
Application: CX
Fusion Module: Sales
Target Persona: Sales Operations, CRO
Subject Areas: CX- Opportunity Revenue Line
Business Use Case/Questions:
- What is the average deal size?
- How has average deal size changed over time?
- Which sales representatives have the highest average deal size?
- Which territories have the largest average deal size?
- Which territory owners have the largest average deal size?
- Which product groups have the largest average deal size?
- How does average deal size vary by sales stage?
- How does average deal size vary by sales stage method?
- What is the trend of average deal size by territory?
- What is the trend of average deal size by product group?
- Which partners have the highest average deal size?
- Are average deal sizes increasing or decreasing over time?
- What is the average deal size by enterprise quarter?
- Show average deal size and opportunity revenue line count by product group.
Screenshots/Demo Videos:
Pre-Requisites: 26.R2
Download: Content Library
Best Practices:
- Use the Enterprise Year and Enterprise Quarter filters to focus your analysis on the desired reporting period.
- The AI Assistant does not currently take workbook filters into account when generating responses. Include filter criteria in your prompt when needed.
We’d love to get your feedback and business use cases to help build a more sample FDI content.
