Stat Widgets in CRM

Client Statistics in Synergy CRM Opportunities

Updated over a week ago

Edition: Professional, Business, Enterprise

User-level: Assistant Project Manager, Project Manager, Director, Assistant Administrator, System Administrator

Previous steps: N/A

Synergy statistic widgets are there to help you keep track of your customer relationships. Each widget is designed to give you intel on the account – giving you more time to focus on other stuff! Our widgets are dynamic and update automatically when you create opportunities or when making changes to existing projects - some can even tell you how soon your invoices will be paid!

These stats widgets can be found on both the account and opportunity CRM pages, so they are always available when you need them. Our stats not only give you numbers but also a trendline to show how you’re tracking over the past 3 years. We know your customer relationship history is important, so we’ve engineered these stats widgets to harness past behaviour to help you predict the future.


Location of the Widgets

  1. Select an opportunity in the CRM.

  2. From the opportunity page, select Account statistics to view the widgets in a sidebar:

Total Number of Jobs

  • This widget shows you the number of jobs that you have won with this company, and the trendline shows you what you are chasing and what has been won. You can easily see if the number of jobs you win is increasing or decreasing – of course, you want to see that trendline creeping up!

  • This metric is calculated by counting the number of projects you have won and includes opportunities you are chasing, or that you lost. The trendline shows the trend summed quarterly for the past 3 years.

Total Value

  • This is the total agreed value of opportunities that have been won – also known as the total “agreed fee” of your projects that are active or have been completed. The agreed fee is confirmed once you confirm the fee in the Work breakdown.

  • This metric is calculated by summing the value of projects you have won and excludes opportunities you are chasing, or that you lost. The trendline shows the trend summed quarterly for the past 3-years.

Average Value

  • The average value widget gives you an indication of what the agreed fee will be when a new opportunity is created with a specific customer. This is calculated based on the job history with that customer and knowing this figure ahead of time will help you prioritise your jobs based on their value.

  • The trendline conveys the average value of opportunities in the pipeline, any increase in the average value will be denoted in a spike in the trendline visualization. The time series on the stat widget convey a time of 3 years.

Average Payment Days

  • The average payment days widget gives you a snapshot of how likely your customer will pay their invoice on time – useful right? This widget uses the invoiced and payment date history of the account to give you an estimated timeframe of when your next invoice payment will be made. You now have the power to know which customer relationships to reward and which clients to attend to.

  • The trendline conveys the average payment days the organization takes to pay its invoices. The formula involved in the calculation of the value is the payment date of an invoice minus the invoice date divided by the number of invoices associated with the project contact. The time series on the stat widget conveys a time of 3 years.

Win Rate

  • The win rate widget shows you the likelihood of winning your next opportunity. We calculate this based on the win/lose job history for an account where we compare the total agreed fee to the overall fee for jobs that are active, being delivered or complete. The trendline shows you the consistency of your win rate percentage per quarter across 3 years.

  • The trendline shows the percentage of opportunities excluding projects that do not have a proposal status. The trendline conveys a time series of 3 years. The spike in win rate value is denoted in the trendline.

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