EnterpriseHealth
2022-10-10
Observations: 0 of the 8 deals with an annual recurring revenue greater than or equal to $1,000,000 haven’t been won. The biggest deal is 2.8 million dollars, owned by Tomas, but it is only in the proposal stage. Only 3 “Closed won” deals have an annual recurring revenue greater than $500,000. 53 deals in the data set have been won, with 20 of those deals belonging to KJ. Jeff’s ratio of deals won to deals lost is 6:1.
library(ggplot2)
library(tidyverse)## ── Attaching packages ─────────────────────────────────────── tidyverse 1.3.2 ──
## ✔ tibble 3.1.8 ✔ dplyr 1.0.10
## ✔ tidyr 1.2.1 ✔ stringr 1.4.1
## ✔ readr 2.1.3 ✔ forcats 0.5.2
## ✔ purrr 0.3.5
## ── Conflicts ────────────────────────────────────────── tidyverse_conflicts() ──
## ✖ dplyr::filter() masks stats::filter()
## ✖ dplyr::lag() masks stats::lag()library(openintro)## Loading required package: airports
## Loading required package: cherryblossom
## Loading required package: usdatalibrary(readxl)
EnterpriseHealth <- read_excel("EnterpriseHealth.xlsx")Enterprise_Closed <- filter(EnterpriseHealth, DealStage == "Closed lost" | DealStage == "Closed won")
print(Enterprise_Closed)## # A tibble: 235 × 6
## RecordID DealName DealStage CloseDate DealOwner AnnualRecurri…¹
## <chr> <chr> <chr> <dttm> <chr> <dbl>
## 1 8667386634 MMT Closed lost 2022-06-03 08:22:00 Jay 22500
## 2 8665924620 NR Closed won 2022-06-30 10:37:00 Jay 24200
## 3 8376067927 MAG Closed lost 2022-04-21 09:43:00 Jay 30000
## 4 8051015557 IMP Closed lost 2022-05-05 11:27:00 Jay 300000
## 5 5281132294 MCC Closed lost 2022-02-01 09:19:00 Jay 100000
## 6 80536468 ADC Closed lost 2021-12-06 16:25:00 Jay 50000
## 7 6290897793 GUSI Closed lost 2022-04-28 08:43:00 Jeff 30000
## 8 5293533834 USSS Closed won 2021-05-31 18:54:00 Jeff NA
## 9 398502314 OHSU Closed won 2020-12-09 16:23:00 Jeff 260300
## 10 301167866 USSS Closed won 2021-04-15 13:13:00 Jeff 185000
## # … with 225 more rows, and abbreviated variable name ¹AnnualRecurringRevggplot(Enterprise_Closed, aes(x = DealOwner, fill = DealStage)) +
geom_bar()
Enterprise_Jay <- filter(EnterpriseHealth, DealOwner == "Jay")
print(Enterprise_Jay)## # A tibble: 14 × 6
## RecordID DealName DealStage CloseDate DealOwner AnnualR…¹
## <chr> <chr> <chr> <dttm> <chr> <dbl>
## 1 10279704247 MOS Qualify 2023-04-21 16:12:00 Jay 150000
## 2 9794103143 MED Proposal 2023-03-31 15:59:00 Jay 1000000
## 3 9434330372 CORE Gain Sponsorship 2022-12-16 09:22:00 Jay 342500
## 4 9218714222 MON Demo 2022-12-15 11:36:00 Jay 300000
## 5 8667386634 MMT Closed lost 2022-06-03 08:22:00 Jay 22500
## 6 8665924620 NR Closed won 2022-06-30 10:37:00 Jay 24200
## 7 8405622154 ATC Deferred 2023-04-30 10:16:00 Jay 150000
## 8 8376067927 MAG Closed lost 2022-04-21 09:43:00 Jay 30000
## 9 8052578899 CAR Qualify 2023-03-31 11:33:00 Jay NA
## 10 8051015557 IMP Closed lost 2022-05-05 11:27:00 Jay 300000
## 11 7658136696 TYS Qualify 2023-03-31 10:34:00 Jay 300000
## 12 7657336991 RT Qualify 2023-07-31 09:24:00 Jay 1000000
## 13 5281132294 MCC Closed lost 2022-02-01 09:19:00 Jay 100000
## 14 80536468 ADC Closed lost 2021-12-06 16:25:00 Jay 50000
## # … with abbreviated variable name ¹AnnualRecurringRevggplot(Enterprise_Jay, aes(x = AnnualRecurringRev, fill = DealStage)) +
geom_bar()## Warning: Removed 1 rows containing non-finite values (stat_count).
Enterprise_KJ <- filter(EnterpriseHealth, DealOwner == "Jay", DealStage == "Proposal" | DealStage == "Qualify" | DealStage == "Gain Sponsorship" | DealStage == "Demo" | DealStage == "Contract" | DealStage == "Deferred")
print(Enterprise_KJ)## # A tibble: 8 × 6
## RecordID DealName DealStage CloseDate DealOwner AnnualRe…¹
## <chr> <chr> <chr> <dttm> <chr> <dbl>
## 1 10279704247 MOS Qualify 2023-04-21 16:12:00 Jay 150000
## 2 9794103143 MED Proposal 2023-03-31 15:59:00 Jay 1000000
## 3 9434330372 CORE Gain Sponsorship 2022-12-16 09:22:00 Jay 342500
## 4 9218714222 MON Demo 2022-12-15 11:36:00 Jay 300000
## 5 8405622154 ATC Deferred 2023-04-30 10:16:00 Jay 150000
## 6 8052578899 CAR Qualify 2023-03-31 11:33:00 Jay NA
## 7 7658136696 TYS Qualify 2023-03-31 10:34:00 Jay 300000
## 8 7657336991 RT Qualify 2023-07-31 09:24:00 Jay 1000000
## # … with abbreviated variable name ¹AnnualRecurringRevEnterprise_Money <- filter(EnterpriseHealth, DealStage == "Closed won", AnnualRecurringRev >= 500000)
print(Enterprise_Money)## # A tibble: 3 × 6
## RecordID DealName DealStage CloseDate DealOwner AnnualRecurringRev
## <chr> <chr> <chr> <dttm> <chr> <dbl>
## 1 307640671 JPMC Closed won 2019-06-26 09:28:00 KJ 790000
## 2 253655997 OHS Closed won 2020-06-26 15:00:00 KJ 542500
## 3 881843366 NH Closed won 2021-08-17 11:23:00 Matt 505000Enterprise_Won <- filter(EnterpriseHealth, DealStage == "Closed won")
print(Enterprise_Won)## # A tibble: 53 × 6
## RecordID DealName DealStage CloseDate DealOwner AnnualRecurrin…¹
## <chr> <chr> <chr> <dttm> <chr> <dbl>
## 1 8665924620 NR Closed won 2022-06-30 10:37:00 Jay 24200
## 2 5293533834 USSS Closed won 2021-05-31 18:54:00 Jeff NA
## 3 398502314 OHSU Closed won 2020-12-09 16:23:00 Jeff 260300
## 4 301167866 USSS Closed won 2021-04-15 13:13:00 Jeff 185000
## 5 268205194 AMG Closed won 2021-04-08 07:43:00 Jeff 190000
## 6 61675160 BU Closed won 2021-03-30 16:19:00 Jeff 60000
## 7 61674890 HNDOE Closed won 2018-04-02 00:00:00 Jeff 401920
## 8 7610485823 ALA Closed won 2022-07-13 08:47:00 KJ 21600
## 9 6911097101 ALC Closed won 2022-04-20 16:05:00 KJ 130500
## 10 5429811876 JPMG Closed won 2021-06-22 14:48:00 KJ 352000
## # … with 43 more rows, and abbreviated variable name ¹AnnualRecurringRevggplot(Enterprise_Won, aes(x = DealOwner, fill = AnnualRecurringRev)) +
geom_bar()
Enterprise_Lost <- filter(EnterpriseHealth, DealStage == "Closed lost")
print(Enterprise_Lost)## # A tibble: 182 × 6
## RecordID DealName DealStage CloseDate DealOwner AnnualRecurri…¹
## <chr> <chr> <chr> <dttm> <chr> <dbl>
## 1 8667386634 MMT Closed lost 2022-06-03 08:22:00 Jay 22500
## 2 8376067927 MAG Closed lost 2022-04-21 09:43:00 Jay 30000
## 3 8051015557 IMP Closed lost 2022-05-05 11:27:00 Jay 300000
## 4 5281132294 MCC Closed lost 2022-02-01 09:19:00 Jay 100000
## 5 80536468 ADC Closed lost 2021-12-06 16:25:00 Jay 50000
## 6 6290897793 GUSI Closed lost 2022-04-28 08:43:00 Jeff 30000
## 7 8964792883 ACH Closed lost 2022-08-26 07:50:00 KJ 35000
## 8 7079587871 ULT Closed lost 2022-05-18 15:57:00 KJ 30000
## 9 6994809858 LG Closed lost 2022-03-25 10:30:00 KJ 28700
## 10 6697448821 UPEAP Closed lost 2022-06-24 09:56:00 KJ 61500
## # … with 172 more rows, and abbreviated variable name ¹AnnualRecurringRevggplot(Enterprise_Lost, aes(x = DealOwner)) +
geom_bar()