The Opportunities page includes summary metrics. Use them to understand whether your vault workflow is producing real planning activity.
Meaning: The sum of your opportunity values.
If it looks too high: values are likely inflated or inconsistent.
Hot Leads
Meaning: The number of opportunities currently marked “Hot Lead.”
Advisor rule: If Hot Leads is always zero, you are likely not moving deals through stages. If Hot Leads is always high, you may be over-labeling and not closing.
Conversion Rate
Meaning: A high-level indicator of how effectively opportunities are turning into outcomes (as configured in your implementation).
What to do with it: Track trend over time. If it drops, your follow-up process is failing.
Was this article helpful?
That’s Great!
Thank you for your feedback
Sorry! We couldn't be helpful
Thank you for your feedback
Feedback sent
We appreciate your effort and will try to fix the article