Diagnostic
The Diagnostic view provides detailed trending and statistical data used for forecasting.
Trends Overview
As part of the machine-generated forecast, many different statistics are calculated, which are called Trends. These values are generated by the stored procedure Appg_GenerateStatistics_Main and stored in the S_*** table (e.g., S_Main for the Main model).
Each Trend is calculated for each:
- Period (year + month, e.g., 202411)
- Stage
- Forecast Segment(s) (as configured by the client)
Trend Types
Conversion Percentages
For Volume and Amount KPIs:
| Trend | Unit | Description |
|---|---|---|
avg_prog_pct | Percentage [0,1] | Average Percent of Deals Progressed |
avg_lost_pct | Percentage [0,1] | Average Percent of Deals Lost |
avg_remain_pct | Percentage [0,1] | Average Percent of Deals Remaining |
avg_regr_pct | Percentage [0,1] | Average Percent of Deals Regressed |
Volume vs. Amount:
The conversion percentage is calculated differently for Volume (count of deals) versus Amount (dollar value):
- Volume Example: 4 deals total, 1 progresses = 25% progress percent
- Amount Example: Same 4 deals, but the progressed deal is worth 7x the others = 70% progress percent for Amount
New Deals
| Trend | Unit | Description |
|---|---|---|
avg_v_new | Number | Average Number of New Deals (Stage 1 Volume KPI only) |
Expansion
| Trend | Unit | Description |
|---|---|---|
expand_pct | Percentage [0,1] | Expansion as Percentage of Deals (Open + New) |
Expansion percentage is only calculated for post-sales stages; otherwise, it is 0.
Formula: expand_pct = V_Expand / (V_Open + V_New)
Days in Stage
For TotalDays KPI:
| Trend | Unit | Description |
|---|---|---|
prog_avg_dis | Number | Average Days In Stage for Deals that Progress |
lost_avg_dis | Number | Average Days In Stage for Deals that are Lost |
regr_avg_dis | Number | Average Days In Stage for Deals that Regress |
Internal Trends
There are also 3 additional trends in the S_*** table that begin with g_. These are used internally to fill missing Amount KPI values in the T_*** table:
| Trend | Description |
|---|---|
g_sum_arr | Sum (numerator) |
g_cnt_arr | Count (denominator) |
g_avg_arr | Average |
These exist for each Amount-type KPI and are used in the UpdateModel stored procedure. They are not directly relevant to the forecast and are not present in the UI.