Dear Lucy is set up with a number of ready-made sales activities metrics that will be available to you at the push of a button. Furthermore, should you wish to bring in custom fields or customise any of the reports, Dear Lucy's Customer Success team would be happy to help with that at support@dearlucy.co.
Salesloft metrics in Dear Lucy Sales Activities dashboards
Metric title | Widget type | Type of data | Time period | Description | |
1 | Completed activities YTD | Overview | Number | This calendar year to date | Sum of all activities marked as completed this calendar year up until today. |
2 | Completed activities this month | Overview | Number | This calendar month | Sum of all activities marked as completed this calendar month. |
3 | Scheduled activities next 30 days | Overview | Number | Next 30 days | Sum of all scheduled (upcoming) activities in the next 30 days. |
4 | Completed activities by month and type this year | Table | Number | This calendar year | Lists all activities marked as completed by type and by month over the current year. |
5 | Activities by month this year | Stacked bar chart | Number | This calendar year, by month | Shows and sums up completed and scheduled activities by month this year. Scheduled activities in the past (not marked completed, are not shown). |
6 | Created activities by person | Table | Number | This year | Shows the number of created activities by person and month this year. |
7 | Completed activities by month and person this year | Table | Number | This year | Lists all activities marked as completed by person and by month over the current year. |
8 | Cumulative activities this year | Stacked bar chart | Number | This year | Shows and sums up completed and scheduled activities cumulatively by month this year. Scheduled activities in the past (not marked completed), are not shown. |
9 | Scheduled activities next 30 days by person | Table | Number | Next 30 days | Shows the number of scheduled activities by month and person in the next 30 days. |
10 | Scheduled activities this year | Overview | Number | Current year | Shows the sum of all scheduled activities this calendar year, with a date in the future. |
11 | Current projected value of scheduled activities | Overview | Value | Current year | Shows the activity-based forecast deal value through the following calculation: Avg revenue per activity (12 month rolling) x number of scheduled activities in the future this year. |
12 | Current projected number of future won deals | Overview | Number | Current year | Shows the forecasted number of won deals for the rest of the year through the following calculation: Total number of scheduled activities this year / Avg. number of activities per won deal (from 12 month rolling). Based on scheduled activities with a date in the future (this year). |
13 | Won this year with activity-based forecast, cumulative | Stacked bar chart | Value | Current year |
Shows your forecasted sales value in the future through to the end of the year based on your current level of scheduled activities and actual won deal values. Calculation: Won deal values by month + (number of scheduled activities by month x avg revenue per activity) Average revenue per activity is based on a 12-month rolling average. |
14 | Avg deal size last 12 months (Rolling) | Overview | Value | Last 12 months - rolling |
Shows the average value of all won deals in the last 12 months. Calculation: Total value of all won cases / number of won cases = Average deal size. 12 months rolling = starting from the 1st day of the same month last year up until today. |
15 | Avg revenue per activity last 12 months (Rolling) | Overview | Value | Last 12 months - rolling |
Shows the average value of all activities in the last 12 months. Calculation: Total value of all won cases / total number of activities = Avg revenue per activity. 12 months rolling = starting from the 1st day of the same month last year up until today. |
16 | Avg Number of activities per won deal (Rolling 12 months) | Overview | Number | Last 12 months - rolling |
Shows how many activities it takes for a won deal. Calculation: Total number of activities / Number of Won deals. 12 months rolling = starting from the 1st day of the same month last year up until today. |
17 | Number of won deals last 12 months (Rolling) | Overview | Number | Last 12 months - rolling | Shows the number of won deals in the last 12 months. 12 months rolling = starting from the 1st day of the same month last year up until today. |
18 | Total activities last 12 months (Rolling) | Overview | Number | Last 12 months - rolling | Sums up the total amount of activities marked as completed over the last 12 months. 12 months rolling = starting from the 1st day of the same month last year up until today. |
19 | Activity win rate % | Overview | Percentage | Last 12 months - rolling |
Shows your activity win rate % in the last 12 months. Calculation: (Total number of won deals / Total number of activities) x 100. 12 months rolling = starting from the 1st day of the same month last year up until today. |
20 | Last year's activity-based forecast vs last year's actuals | Bar chart | Value | Last year |
Useful chart to check forecast accuracy.
Shows last year's value of scheduled activities (based on rolling 12-month averages) by month, compared to won deal actuals last year. It's the same chart as the "Won this year with activity-based forecast, cumulative", but for last year. |
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