What metrics from Salesloft are available by default? – Dear Lucy

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.