The X-Ray dashboard provides a forward looking perspective of current and future quarters pipeline.
Please reach out to @nfiguera or another member of the SS&A team.
Most of this metrics are available for current quarter, next quarter and next quarter + 1.
To calculate the coverage metrics we use the sfdc_opportunity_snapshot_history_xf table which contains a copy of the opportunity object by day.
For each day of Fiscal Quarter, we calculate the coverage metric of previous quarters at the same day.
Coverage is calculated at the specific cut level (e.g. Segment / Region) as
Open Pipe Stage X+ / Remainder to Target.
Remainder to Target is calculated as
Target - Booked Net ARR for current quarter, and as
Total Booked at end of Quarter - Booked Net ARR for historical quarters.
Open Pipeline with Stage X+ at day Y / Total Booked at end of Quarter
Win Rate = 1 / Coverage
The dashboard is refreshed once a day between 8:00 and 9:00 AM PST time.
A set of custom data models were created in the Snowflake
sales_workspace to simplify reporting efforts on Sisense / gSheet.
When posible the metrics logic is embeded in the source tables rather than in the report models and looking at the SQL code is the best way to be sure that the metrics are presenting what it is expected from them.
Here is a table of the created models with links to their respective DBT model documentation.
|report_pipeline_metrics_per_day_with_targets||Metrics Fiscal Quarter / Day, the model includes targets to simplify the calculation of coverages at different levels|
|report_targets_totals_per_quarter||Totals / Target table pre-aggreagated. Targets are used for current and future quarter, and totals for previous quarters|
|sfdc_opportunity_snapshot_history_xf||Legacy model with extra metrics definitions and helper fields|
|sfdc_opportunity_xf||Legacy model with extra metrics definitions and helper fields|