Results and analysis
What Apex tells you about your closed deals as a whole: the win-loss ratio, the most common reasons, how the level of interest breaks down, segments and decision time.
This is how a company lead asks about their own market mirror, and how Apex answers from the saved numbers.
Who can ask what?
Apex only does what the person asking is authorised to do. Which companies you see is decided by your group.
Click your own role, and only the example prompts you can ask Apex for stay on the page. The filter only rearranges this page; it changes nothing in your account or your permissions.
Several requests at once
You can put as many questions and tasks into one sentence as you like. Apex works through them in order and reports back at the end. Where approval is needed, it shows that step on a card.
- What happens
- Apex reads the saved Market Mirror data, tells you the win-loss ratio, and then finds the companies closed with price as the reason.
- Where it shows
- In the chat.
- What happens
- Apex reads the saved report, and if it's out of date or missing, asks for approval on a card to recalculate it.
- Where it shows
- In the chat, and on the approval card too.
- What happens
- Apex reads the win-loss ratio for each segment and the length of the decision cycle from the Market Mirror.
- Where it shows
- In the chat.
- What happens
- Apex tells you what's new in the most recent closed periods, and how many open companies are currently at the highest level of interest.
- Where it shows
- In the chat.
- What happens
- Apex asks for approval on a card to recalculate it, then, once the report is ready, gives you the win-loss ratio and the most important reasons.
- Where it shows
- In the chat, and on the approval card too.
Overview
How many deals the company has won and lost, and what the win rate is.
- What happens
- Apex reads the saved Market Mirror report and gives you the number of closed, won and lost deals, plus the win rate.
- Where it shows
- In the chat.
- What happens
- Apex tells you when the saved report was generated.
- Where it shows
- In the chat.
Anything closed since the saved report was generated isn't in it yet; for that you need a fresh report.
Why we win and lose
The most common reasons, built from the team's own closing reasons.
- What happens
- Apex sets out from the Market Mirror the reasons deals are most often lost, and how many times each reason came up.
- Where it shows
- In the chat.
Apex shows at most the eight most common reasons, not the rarer ones.
- What happens
- Apex names the most common winning reasons and their case counts.
- Where it shows
- In the chat.
- What happens
- Apex picks out the reason in question from the Market Mirror's reasons, then finds which closed, lost companies had this as their closing reason.
- Where it shows
- You see the same on each company's own record, together with the closing reason.
The reasons come from the team's own closing reasons; Apex never makes one up, and tells you if something isn't recorded.
The level of interest for open companies
The level of interest shows how close an open company is to buying, from cold to hot; here you see how many sit at each stage.
- What happens
- Apex tells you from the saved Market Mirror how many open companies sit at each level of interest, and which segment has the most of them.
- Where it shows
- In the chat.
- What happens
- Apex tells you how many open companies are at the highest level of interest, according to the saved report.
- Where it shows
- In the chat.
This is a snapshot of the saved report; for today's exact figure you need a fresh report.
Segments
Which industry segment the company is doing well in, and which it isn't.
- What happens
- Apex shows you, segment by segment, how many deals the company has won and lost.
- Where it shows
- In the chat.
- What happens
- Apex tells you the typical winning and losing reason for the segment in question.
- Where it shows
- In the chat.
Apex can report on at most the eight biggest segments; for a rarely occurring segment, it says there isn't enough data.
Decision cycle
How long the market takes to decide on a closed deal.
- What happens
- Apex tells you the median and average decision time for closed deals, and how many closed deals it calculated this from.
- Where it shows
- In the chat.
The most recent period
What's changed in the market mirror compared with the most recent closed periods.
- What happens
- Apex compares the data of the last three closed periods: how much we won and lost in each, and what the typical reason was.
- Where it shows
- In the chat.
This only covers closings already included in the saved report.
A fresh report
Recalculating the market mirror from the current closings.
- What happens
- Apex asks for confirmation on an approval card, because recalculating is a heavy process that takes a few minutes; once approved, it generates the new report.
- Where it shows
- In the chat, and on the approval card too.
- What happens
- Apex tells you how many won or lost deals you have closed so far, and how many you'd need for a reliable report.
- Where it shows
- In the chat.
In this case, closing more deals is what helps.
Who the market mirror is for
The Market Mirror is visible to the company lead and the account manager working on the company's behalf.
- What happens
- If you ask without company lead rights, Apex simply tells you so, and offers what you can see instead: your own companies and their closing reasons.
- Where it shows
- Your own companies and the reasons recorded on them appear on their own records.
The Market Mirror is a company-wide leadership view; it needs company lead rights or work done on the company's behalf.
Good to know
The decision is always yours
Wherever approval is needed, Apex shows the card, and only carries it out after you click.
It only works from what it has
Apex tells you what's on the record and in the correspondence. If there's no data on something, it says so.
Another team's company
If another team within your company is working with a company, Apex flags it as taken, and doesn't say who's handling it.
In your own words
You can write to Apex in your own words. The example prompts work verbatim too, but it understands your own phrasing just as well.
A closed system.
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