NextOS Analytics metrics glossary for CRM sales

⚠️ Nextiva CRM has been retired from the Nextiva product offerings and is currently not available to new users.

The table below lists the available metrics for the Sale entity in Nextiva CRM.

NOTES:

The metrics can be grouped by dimensions: Stage, Department, and Owner.
The metrics are available for breakdowns: Period, Quarterly, Monthly, Weekly, Daily.
The same metric can be used for multiple groups, depending on which calculations can be applied to the metric (e.g. Total Negotiation Sales).
Count: The number of all metric values of the respective entity that meet any filter criteria over the selected breakdown period (e.g. Total Negotiation Sales for the selected period).
Sum: The total of all values of the respective entity that meet any filter criteria over the selected breakdown period (e.g. Total Negotiation Sales Amount of all sales for the selected period).

Metric	Description	Groups/Calculations
Total Lead Sales	All sales in stage status = Lead at the end of the breakdown period	Count
Total Lost Sales	All sales moved to stage status = Lost	Count
Total Needs Assessment Sales	All sales in stage status = Needs Assessment at the end of the breakdown period	Count
Total Negotiation Sales	All sales in stage status = Negotiation at the end of the breakdown period	Count
Total Proposal Quote Sales	All sales in stage status = Proposal Quote at the end of the breakdown period	Count
Total Sales	All sales in a stage for respective settings in the selected time range	Count
Total Sales changed to Lead	All sales moved to stage status = Lead and still in the Lead stage during the breakdown period	Count
Total Sales changed to Needs Assessment	All sales moved to stage status = Needs Assessment and still in the Needs Assessment stage during the breakdown period	Count
Total Sales changed to Negotiation	All sales moved to stage status = Negotiation and still in the Negotiation stage during the breakdown period	Count
Total Sales changed to Proposal Quote	All sales moved to stage status = Proposal Quote and still in the Proposal Quote stage during the breakdown period	Count
Total Sales changed to Value Presentation	All sales moved to stage status = Value Presentation and still in the Value Presentation stage during the breakdown period	Count
Total Value Presentation Sales	All sales in stage status = Value Presentation at the end of the breakdown period	Count
Total Won Sales	All sales moved to stage status = Won	Count
Metric	Description	Groups/Calculations
Total Amount	Amount of all sales in a stage for the respective settings in selected time range	Sum
Total Lead Sales Amount	Amount of all sales in stage status = Lead at the end of the breakdown period	Sum
Total Lead Sales Probability Amount	Sum of amount of all sales in stage status = Lead multiplied by stage probability at the end of the breakdown period	Sum
Total Lost Sales Amount	Amount of all sales moved to the stage status = Lost	Sum
Total Lost Sales Probability Amount	Sum of amount of all sales moved to the stage status = Lost and still in Lost multiplied by stage probability during the breakdown period	Sum
Total Needs Assessment Sales Amount	Amount of all sales in stage status = Needs Assessment at the end of the breakdown period	Sum
Total Needs Assessment Sales Probability Amount	Sum of amount of all sales in stage status = Needs Assessment multiplied by stage probability at the end of the breakdown period	Sum
Total Negotiation Sales Amount	Amount of all sales in stage status = Negotiation at the end of the breakdown period	Sum
Total Negotiation Sales Probability Amount	Sum of amount of all sales in stage status = Negotiation multiplied by stage probability at the end of the breakdown period	Sum
Total Proposal Quote Sales Amount	Amount of all sales in stage status = Proposal Quote at the end of the breakdown period	Sum
Total Proposal Quote Sales Probability Amount	Sum of amount of all sales in stage status = Proposal Quote multiplied by stage probability at the end of the breakdown period	Sum
Total Sales Amount changed to Lead	Amount of all sales moved to stage status = Lead and still in the Lead stage during the breakdown period	Sum
Total Sales Amount changed to Needs Assessment	Amount of all sales moved to stage status = Needs Assessment and still in the Needs Assessment stage during the breakdown period	Sum
Total Sales Amount changed to Negotiation	Amount of all sales moved to stage status = Negotiation and still in the Negotiation stage during the breakdown period	Sum
Total Sales Amount changed to Proposal Quote	Amount of all sales moved to stage status = Proposal Quote and still in the Proposal Quote stage during the breakdown period	Sum
Total Sales Amount changed to Value Presentation	Amount of all sales moved to stage status = Value Presentation and still in the Value Presentation stage during the breakdown period	Sum
Total Value Presentation Sales Amount	Amount of all sales in stage status = Value Presentation at the end of the breakdown period	Sum
Total Value Presentation Sales Probability Amount	Sum of amount of all sales in stage status = Value Presentation multiplied by stage probability at the end of the breakdown period	Sum
Total Won Sales Amount	Amount of all sales moved to the stage status = Won	Sum
Total Won Sales Probability Amount	Sum of amount of all sales moved to the stage status = Won and still in the Won stage multiplied by stage probability during the breakdown period	Sum

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