Page 14 - Participant Guide - Unanet CRM TrackingAnalyzingData (SDL)

Hit Rate and Win Rate Widgets
Three widgets are dedicated to hit and win rates. The Hit Rate widget displays the
Opportunity hit rate with firm estimated fee. The Hit Rate by Office widget displays a bar
graph of hit rates by office. The Win Rate widget shows a stacked column chart of the
win to loss ratio.

Activity 2.4 – How can I track my firm's win rate by office?

Activity Steps on Web App
1. From a dashboard, add the Win Rate widget
a. Click Dashboard Settings
b. Click + button next to Win Rate at the bottom of the third section Module:
Goals
2. Close the Settings pop-up window
3. On the new widget, click the gear icon to configure
a. Complete the following configuration on the first tab Widget Options:
i. Title: Austin Win Rate
ii. Chart Type: Stacked Column
iii. Data Type: Win Rate
iv. Fee Type: Sum, Firm Estimated Fee
v. Group: Offices
b. Open the Filters tab
i. Select Date Filter: Close Date
ii. Set Date Range to Specific Dates
1. Start Date: 01/01/2020
2. End Date: 12/31/2023
c. Open Stage Types tab
i. Check Closed/Lost and Closed/Won
4. Click Save

Opportunity Summary Widget

The Opportunity Summary widget is a snapshot of your firm’s opportunities. The key to
configuring this widget is knowing where your firm stores its cost/fee information for
Opportunities. This widget shows the following:

• Title • Pipeline Fee Source

• Projects Awarded Fee source • Opportunities Fee Source

• Hit Rate Fee Source • Year Settings

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Lesson 2: Track Firm Progress