Time spent in opportunity is too high for projected revenue

 Signal description

Be alerted when the amount of time and resources spent on a specific sales opportunity becomes disproportionate to its projected revenue. It focuses on the Sales Representative and Manager's resource allocation and the best return on investment.

How organizations use it

Consider a digital marketing agency using a CRM system to manage its sales pipeline. The agency's set ratio of not more than 20 hours per $1000 of revenue. Sales representative and their manager receive a notification about exceeding the given ratio. In response, the sales manager arranges a meeting with the sales representative to discuss the situation

Why organizations use it

• to optimize the efforts of your sales teams on the opportunities that will bring the most revenue
• to have insights on coaching for the Sales Representatives

Configurable parameters

• Ratio of the $ value of the opportunity per hour spent
• Filter opportunities to which this signal applies

How the signal looks

In Revenue Grid Action Center:	In your Teams Revenue Grid Channel:

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