Last updated: 10/06/2021
Understanding this filter
The Opp Size filter allows you to filter metrics based on the Opportunity Value assigned in Salesforce, keeping in mind that Atrium automatically groups small, medium, and large opp sizes based on the size of all deals closed won by your organization in the past year.
As noted above, There will always be 6 data points for which you can utilize this filter -
Negative - Data points that represent an opportunity for which opportunity size is less than $0.
Zero - Data points that represent an opportunity for which opportunity size is $0.
Small - Size of deals in the 0th to 33rd percentile of all deals closed won by your organization in the past year.
Medium - Size of deals in the 34th to 66th percentile of all deals closed won by your organization in the past year.
Large - Size of deals in the 67th to 99th percentile of all deals closed won by your organization in the past year.
Unknown - Atrium was not able to find the opportunity in Salesforce, or the bookings/pipeline amount field was left blank.