| numberOfSalesManagers | Number of Sales Managers | The total number of sales managers who engage in coaching activities. |
| timeSpentOnCoaching | Average time spent on sales coaching | The average amount of time managers spend on coaching activities. |
| yearThreeProductivityTarget | Target percentage of coaching handled by Agentforce in year 3 | The percentage of coaching you want AI agents to handle by the end of year 3. |
| averageSalesManagerSalary | Average annual compensation per sales manager | For total compensation, include salary, benefits, and other employee costs. |
| coachingConversationsPerWeek | Number of coaching conversations per manager per week | The number of coaching sessions each manager conducts weekly. |
| numberOfSalesReps | Number of sales reps | The total number of sales reps in your organization. |
| timeSpentOnLeadProspecting | Time spent on prospecting and nurturing leads (%) | What percentage of time do reps spend on prospecting? |
| averageSalesRepSalary | Average annual compensation per sales rep | For total compensation, include salary, benefits, and other employee costs. |
| leadsPerRepPerWeek | Average number of leads contacted per sales rep per week | The number of leads each sales rep contacts each week. |
| yearThreeTargetPercentage | Leads prospected and nurtured by digital agents in Year 3 (%) | What is your target improvement percentage for year 3? |
| unengagedLeadsPerYear | Number of leads generated per year that don't get engaged by a human rep | The total number of unengaged leads per year. |
| leadConversionRate | Lead conversion rate for low priority leads | The percentage of low tiered leads that convert to opportunities. |
| averageDealSize | Average deal size | The average monetary value of a closed deal. |
| opportunityCloseRate | Opportunity close rate for sales reps | The percentage of opportunities that lead to deals closed by your sales reps. |
| grossMargin | Gross margin | The gross margin percentage. |
| serviceEmployees | Number of service reps | The total number of service reps in your department. |
| costPerEmployee | Average annual compensation per rep | For total compensation, include salary, benefits, and other employee costs. |
| conversationsPerDay | Average number of cases handled per service rep per day | The average number of cases handled by each of your service reps per day. |
| serviceAgentCases | Target percentage of cases handled by Agentforce in year 3 | The percentage of cases you want autonomous agents to handle by the end of year 3. |
| annualServiceAppointments | Number of field service appointments annually across all service reps | |
| firstTimeFixRate | First time fix rate | |
| improvementInFixRate | Improvement in Fix Rate | |
| averageVisitsPerAppointment | Average number of visits per service appointment | |
| repeatVisitRate | Repeat visits due to lack of right inventory instructions (%) | |
| costPerRepeatAppointment | Cost per Repeat Appointment | |
| onsiteAdminTime | Current average technician admin support time per service visit (in minutes) | |
| reductionInAdminTime | Reduction in Admin Time | |
| mobileWorkerSalary | Mobile Worker Salary | |
| annualServiceAppointmentsBackOffice | Annual number of service appointments scheduled by dispatchers | The total number of service appointments across all channels booked by dispatchers. |
| increaseInSchedulingInteractions | Target percentage of scheduling tasks handled by agents in 3 years | The percentage of scheduling interactions you want AI agents to handle by the end of year 3. |
| numberOfDispatchers | Total number of dispatchers | The number of dispatchers in your organization. |
| dispatcherSalary | Average annual compensation per dispatcher | For total compensation, include salary, benefits, and other employee costs. |
| dispatcherTimeSpentScheduling | Time spent scheduling appointments | The percentage of time dispatchers spend scheduling appointments each week. |
| numberOfBackOfficeEmployees | Number of back office employees | |
| backOfficeTimeSpent | % of time spent on scheduling and coordination of mobile workforce | |
| reductionInBackOfficeTime | Reduction in Back Office Time | |
| backOfficeSalary | Back Office Salary | |
| employeeHelp_questionsPerYear | Annual number of internal help cases | The total number of internal cases created annually such as employee help cases for HR, IT, engineering, etc. |
| employeeHelp_avgTimeMinutes | Average internal case handle time in minutes | The average time it takes for a support rep to answer and resolve an internal case in minutes. |
| employeeHelp_annualSalary | Average annual compensation per internal help employee | For total compensation, include salary, benefits, and other employee costs. |
| loan_applicationsPerYear | Number of loan applications per year | The number of loan applications received each year. |
| loan_approvalRate | Percentage of accepted applications | The percent of applications received that are accepted. |
| loan_fundingRate | Percentage of accepted applications that're funded | The percent of accepted applications that're funded. |
| loan_averageLoanSize | Average loan amount | The average monetary value of a loan. |
| loan_marginPerLoan | Average loan margin | The average loan margin percentage. |
| quoting_salesReps | Number of sales reps involved in quoting | Enter the number of sales reps in your organization involved in quoting. |
| quoting_hoursPerWeek | Number of hours spent on quotes per sales rep per week | The hours each sales rep spends putting together quotes each week. |
| quoting_hourlyCost | Average compensation per sales rep per hour | For hourly compensation, include salary, benefits, and other employee costs. |
| quoting_quotesPerWeek | Number of quotes created per week | The total number of quotes created each week |
| customerInsights_teamMembers | Number of customer-facing team members in Slack | The total number of team members in customer facing roles in Slack. Customer facing team members may include: Sales, SEs / GTM Support, Customer Success, Customer Support / Service, etc. |
| customerInsights_timePercentage | Time spent on customer and product research or building executive decks per week | The percentage of time thats spent searching for product information and product updates, each week. |
| customerInsights_annualSalary | Average annual compensation for customer-facing employees in Slack | For total compensation, include salary, benefits, and other employee costs. |
| customerInsights_meetingsPerWeek | Number of preparatory meetings or reports per employee per week | The number of account and product prep meetings or reports that each employee has or makes each week. |
