Truly automatically overlays the data calculated in TrulyActivity and OpportunityChanges to calculate Opportunity level metrics, which can be used to inspect your pipeline manually through the Opportunity Inspection Report or automatically through Opportunity Trackers.
These metrics exist on the native Opportunity object as custom fields and can be seen in the Opportunity Inspection Report that is included in the Truly RPA package.
Field Name | Description |
Next Meeting Scheduled | True if an event exists in the future |
Days in Stage | The number of days the Oppt has been in the current stage |
Count Pushed Back | The number of times the Oppt has been pushed to a later date |
Talktime Mins in Stage | The number of mins of talktime that has bene spent in the current stage. If multiple users log talktime on the same meeting, this time is 'double counted' to reflect the amount of collective effort/time that has gone into the client |
Days Pushed Back | The net number of days the Close Date has changed (negative if moved to an earlier date) |
Days Since Last Activity | The number of days that have elapsed since the last Activity logged against the Contact/Oppt/Account |
Days Since Last Engagement | The number of days that have elapsed since the last 'Engagement' that was captured. (see article Defining Engagement') |
Days Since Last Event | The number of days since the last scheduled Event in the past (0 if none exists). |
Days Until Next Event | The number of days until the next scheduled event (0 if none exists) |
Days Since Last Modified | The number of days since the Oppt was last modified |
Days Since Last Outbound Touch | The number of days since the last *outbound* touch was logged against the Oppt. Requires that TrulyActivity.Engaged is set correctly (see article here) |
Touches Since Last Engagement | The number of outbound touches that were logged since the last engagement. Requires that TrulyActivity.Engaged is set correctly (see article here) |