Historical opportunities and Pipeline

000001 · Sales & Pipeline Planning
Dataset online 87 fields 3 partitions

Setupsource
Sources: ows_tabella

Workspace
004 · Sales & Pipeline Planning
Type
Dataset
Status
online
Partitions
ENRICHMENT Enrich Opportunity data    TRAINING Training Data    PREDICTIVE Predictive Data

Fields 87source
Sources: ows_tabella_campo

# Code Description Type Length Default Time rollup Conversion Key Req Dimension
0 ID Opportunity ID Text 30 — — — — — —
1 SCENARIO Scenario Text — — — — — — SCENARIO
2 SALES_REP Sales Rep Text — — — — — — OWNER
3 PRESALE Pre-Sales REP Text 50 — — — — — —
4 TYPE Type Text 255 — — — — — —
5 PROSPECT Target Client Text — — — — — — PROSPECT
6 PROSPECT_SIZE Company Size Text — — — — — — PROSPECT 010
7 ENTITY Entity Text — — — — — — Entity;fr=Entité
8 ENTID Entity numeric ID Text 15 — — — — — —
9 PROSPECT_INDUSTRY Industry Text — — — — — — PROSPECT 020
10 PROSPECT_SEC_IND Secondary Industry Text — — — — — — PROSPECT 030
11 ITEM Product Item Text 50 — — — — — —
12 PRODUCT Product Text — — — — — — Products;fr=Produit
13 UNITS Quantity Number 27,9 — Sum None — — —
14 STAGE Opportunity Stage Text — — — — — — STAGE
15 CHANGE Last stage change date Date — — — — — — —
16 COMPETITOR Primary Competitor Text — — — — — — COMPETITOR
17 VALUEPROP_AGE Value Proposition Age Number 27,9 — Sum None — — —
18 VALUEPROP_DATE Value Proposition Date Date — — — — — — —
19 DEMO_AGE Solution Demo / POC Age Number 27,9 — Sum None — — —
20 DEMO_DATE Solution Demo / POC Date Date — — — — — — —
21 PROPOSAL_AGE Proposal Age Number 27,9 — Sum None — — —
22 PROPOSAL_DATE Proposal Date Date — — — — — — —
23 REFERENCE_AGE Reference Check Age Number 27,9 — Sum None — — —
24 REFERENCE_DATE Reference Check Date Date — — — — — — —
25 VOC_AGE VOC Age Number 27,9 — Sum None — — —
26 VOC_DATE Vendor of Choice Date Date — — — — — — —
27 NEGOTIATION_AGE Contract Negotiation Age Number 27,9 — Sum None — — —
28 NEGOTIATION_DATE Contract Negotiation Date Date — — — — — — —
29 LEAKED_STAGE Stage Leaked Text 30 — — — — — —
30 PROBABILITY Probability Number 27,9 — Sum None — — —
31 CREATION Creation Date Date — — — — — — —
32 ACTIVITY Last Sales Actvity Date Date — — — — — — —
33 VALUE Value Number 27,9 — Sum None — — —
34 PREDICTIVE_FCT Predictive Forecast Value Number 27,9 0 Sum None — — —
35 WEIGHTED_VALUE Weighted Value Number 27,9 0 Sum None — — —
36 LIST_VALUE Value from Price List Number 27,9 — Sum None — — —
37 CURRENCY Currency Text — — — — — — VALUTA
38 CLOSE_DATE Estimated Close date Date — — — — — — —
39 PUSH Push Counter Number 27,9 — Sum None — — —
40 WINLOS_DATE Win/Loss Date Date — — — — — — —
41 WINLOS Win/Loss Text 1 — — — — — —
42 LOST_REASON Lost Reason Text 30 — — — — — —
43 LOST_REASON_DESC Lost Reason Description Text 255 — — — — — —
44 WINLOS_TO Win/Lost To Text 50 — — — — — —
45 CHANNEL Channel Opportunity sourced from Text — — — — — — CHANNEL
46 AGING Opportunity Aging Number 27,9 — Sum None — — —
47 TOT_ACTIVITIES # of Activities Number 27,9 — Sum None — — —
48 RECENT_ACTIVITIES Number of Recent Activities (last 15 days) Number 27,9 — Sum None — — —
49 RECENT_AVG Avg session length of Recent Activities (last 15 days) Number 27,9 0 Sum None — — —
50 LSTMNT_ACTIVITIES Number of Activities in the last month Number 27,9 — Sum None — — —
51 LSTMNT_AVG Avg session length of Activities in the last month Number 27,9 0 Sum None — — —
52 LSTQRT_ACTIVITIES Number of Activities in the last quarter Number 27,9 — Sum None — — —
53 LSTQRT_AVG Avg session length of Activities in the last quarter Number 27,9 0 Sum None — — —
54 LSTYR_ACTIVITIES Number of Activities in the last year Number 27,9 — Sum None — — —
55 LSTYR_AVG Avg session length of Activities in the last year Number 27,9 0 Sum None — — —
56 DIG_CAMPAIGN Digital Campaigns Costs Number 27,9 0 Sum None — — —
57 PLAN_DIG_CAMPAIGN Planned Digital Investments Number 27,9 0 Sum None — — —
58 CONT_CAMPAIGN Content Marketing Campaigns Costs Number 27,9 0 Sum None — — —
59 PLAN_CONT_CAMPAIGN Planned Content Marketing Investments Number 27,9 0 Sum None — — —
60 MAIL_CAMPAIGN Direct Mailing Campaigns Costs Number 27,9 0 Sum None — — —
61 PLAN_MAIL_CAMPAIGN Planned Direct Mailing Investments Number 27,9 0 Sum None — — —
62 EVENTS_CAMPAIGN Events & Conferences Costs Number 27,9 0 Sum None — — —
63 PLAN_EVENTS_CAMPAIGN Planned Events & Conferences Investments Number 27,9 0 Sum None — — —
64 LY_PURCHASE_NR # Products alreay bought in the last year Number 27,9 — Sum None — — —
65 INACTIVITY Period of Inactivity (days) Number 27,9 — Sum None — — —
66 LY_PURCHASE_VALUE Value already bought in the last year Number 27,9 — Sum None — — —
67 PERIOD Budget Month Text — — — — — — PERIODO
68 FCT_VERSION Forecast Version Text — — — — — — CATEGORIA
69 BDG_SCE Budget Scenario Text 30 — — — — — —
70 BDG_PER Budget Period Text 2 — — — — — —
71 ETA_BUCKET ETA_BUCKET Number 27,9 0 Sum None — — —
72 UNITS_CAT Quantity Categories Number 27,0 0 Sum None — — —
73 PREDICTIVE_FCT_CAT Predictive Forecast Value Categories Number 27,0 0 Sum None — — —
74 WEIGHTED_VALUE_CAT Weighted Value Categories Number 27,0 0 Sum None — — —
75 AGING_CAT Opportunity Aging Categories Number 27,0 0 Sum None — — —
76 AGING_CAT_OLD Opportunity Aging Categories Before Prediction Number 27,0 0 Sum None — — —
77 TOT_ACTIVITIES_CAT # of Activities Categories Number 27,0 0 Sum None — — —
78 LSTMNT_ACTIVITIES_CAT Number of Activities in the last month Categories Number 27,0 0 Sum None — — —
79 LSTMNT_AVG_CAT Avg session length of Activities in the last month Categories Number 27,0 0 Sum None — — —
80 LSTQRT_ACTIVITIES_CAT Number of Activities in the last quarter Categories Number 27,0 0 Sum None — — —
81 LSTQRT_AVG_CAT Avg session length of Activities in the last quarter Categories Number 27,0 0 Sum None — — —
82 LSTYR_ACTIVITIES_CAT Number of Activities in the last year Categories Number 27,0 0 Sum None — — —
83 LSTYR_AVG_CAT Avg session length of Activities in the last year Categories Number 27,0 0 Sum None — — —
84 LY_PURCHASE_NR_CAT # Products alreay bought in the last year Categories Number 27,0 0 Sum None — — —
85 INACTIVITY_CAT Period of Inactivity (days) Categories Number 27,0 0 Sum None — — —
86 LY_PURCHASE_VALUE_CAT Value already bought in the last year Categories Number 27,0 0 Sum None — — —

Lineage

Read by 6

000001 Calculations & Data Validation act 0020
000001 Calculations & Data Validation act 012
000001 Calculations & Data Validation act 030
000001 Calculations & Data Validation act 040
000001 Calculations & Data Validation act 050
000001 Calculations & Data Validation act 060

Written by 8

000001 Calculations & Data Validation act 0010 Enrich Opportunity data
000001 Calculations & Data Validation act 010 Enrich Opportunity data
000001 Calculations & Data Validation act 012 Enrich Opportunity data
000001 Calculations & Data Validation act 015 Enrich Opportunity data
000001 Calculations & Data Validation act 020 Enrich Opportunity data
000001 Calculations & Data Validation act 030 Training Data
000001 Calculations & Data Validation act 040 Predictive Data
000001 Calculations & Data Validation act 060 Predictive Data

Used in Forms 4 source
Sources: prospetto_xml

Form Form description Sheet Matrix
AW_004_REP_01 What if 1 by Product
AW_004_REP_01 What if 1 by Stage
AW_004_REP_01 What if 1 by Industry
AW_004_000001 Historical opportunities and Pipeline DATASET Matrix

Quick Data Loader Mappings 2 source
Sources: qdl_mapping

QDL Code Description Type Options
AW_FW_000001 Automatic mapping: 004|000001 AW_FW LOADING_POLICY=DELETE_FOR_FILTER_AND_ORIGIN_AND_INSERT, SOURCE_TYPE=AW, SOURCE_AW=XSCCFICEZJSIWGO, GROSS_TYPE=GROSS, PERIOD_LENGTH=1, SOURCE_AW_TABLE=JBTNTBWGMIJHNJF, TARGET_TYPE=AMOUNTS
DB_AW_000001_000001 Opportunities from salesforce DB_AW SOURCE_DB_OBJECT=SALESFORCE_OPPORTUNITIES, TARGET_TYPE=AW, TARGET_AW_TABLE=JBTNTBWGMIJHNJF, SOURCE_FILE_SEPARATOR=COMMA, SOURCE_FILE_LOCATION=UPLOAD, SOURCE_FILE_TYPE=XLSX, SOURCE_TYPE=DATABASE, LOADING_POLICY=DELETE_FOR_FILTER_AND_INSERT, TARGET_AW=XSCCFICEZJSIWGO