Opportunities Report - Projection Accuracy

Nate Laning

My organization is new to RE NXT and to using Opportunities to their fullest potential. But I am already enjoying the stock Opportunities report that RE NXT ships with, allowing us to see the information in an entirely new light. My question is related to the Projection Accuracy section. At your organizations, what percentages do you aim for here? For example, our funded vs asked rate is 28%. This seems incredibly low to me, and makes me think that we need to tone down our ask amounts or encourage more cultivation prior to the ask to help facilitate a better response. Have you set up goals in this area? What are you looking for?

AnnMarie Schell

Following!

Crystal Bruce

Discussion moved to RENXT Forums. Thanks!