Salesforce EBC Total Revenue Impact Report/Widget

Overview

The EBC Total Revenue Impact feature helps measure the financial impact of Executive Briefing Center (EBC) engagements by tracking how associated opportunity values increase following a visit. This feature provides valuable insights into revenue growth directly influenced by EBC meetings, helping you make data-driven decisions about future engagements and resource allocation.

Key Benefits

✔ Clear visibility into the revenue impact of EBC engagements.

✔ Automated tracking of opportunity value changes.

✔ Accurate financial reporting, ensuring reliable business insights.

How It Works

1. Opportunity Tracking
   • The system automatically records the value of an opportunity before an EBC visit starts.
2. Revenue Impact Calculation
   
   • Once an engagement reaches the status of “Completed” or “Closed,” the new opportunity value is analyzed, and its impact is recorded in the Salesforce report and displayed on the dashboard.
   • Only opportunities marked as "Closed Won" are included in the revenue impact calculation*.
3. Automated Reporting
   • A report or widget is automatically updated to display revenue impact insights, helping assess which engagements generate the most value and informing future planning.

Single Visit Impact

• Opportunity "A" has an initial value of $25,000 before an EBC visit.
• After the visit, the value increases to $40,000.
• The revenue impact recorded: $15,000.

Multiple Visits Impact

• Opportunity "A" starts at $25,000.
• After Visit A, it increases to $40,000 ($15,000 impact).
• After Visit B, it further increases to $45,000.
• The total revenue impact across both visits: $20,000.

Getting Started

• The EBC Total Revenue Impact Report/Widget is generated automatically.
• No manual calculations are required—simply review the report to see the financial impact of your engagements.