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The Deals metric in ActiveCampaign tracks the progress of sales opportunities or deals through the sales pipeline, giving visibility into the status of each deal and the likelihood of closing.

With Databox you can track all your metrics from various data sources in one place.

  • About
  • Tech details

What Are Deals?

Deals are a key metric used in CRM systems to track and manage the sales process and the progress of sales opportunities or deals through the sales pipeline, giving visibility into the status of each deal and the likelihood of closing.

When a business identifies a potential customer who shows interest in their product or service, they create a deal in the CRM system. This deal represents a specific sales opportunity and typically includes information such as deal name, deal amount, deal stage, associated contacts, etc.

What Is a Good Number of Deals?

A good number of deals per month varies for companies from different industries or of different sizes. What may be considered an excellent number of deals for one business might be inadequate for another. Remember that the quality of deals is more significant than the number.

Some of the factors that impact the definition of good number of deals may be:

  • Average Deal Size: A company with larger average deal sizes may have fewer deals per month but can still generate substantial revenue.
  • Sales Cycle Length: Industries with longer sales cycles might have a lower number of deals per month compared to industries with shorter sales cycles.
  • Conversion Rates: The percentage of deals closed compared to the total number of deals pursued is a crucial metric. A high conversion rate indicates effective sales efforts.
  • Revenue Generated: Ultimately, the revenue generated from deals per month is a more critical metric than the sheer number of deals.

According to the data from our HubSpot CRM Benchmark Group, a good number of deals per month is at least 30.

Keep up with future trends and instantly compare your performance to companies just like yours, regardless of your industry. Join our Benchmark Groups—it’s anonymous and free for everyone!

How to Improve the Number of Deals per Month?

Implement the following best practices to improve the number of deals per month.

  • Use data-driven strategies to find potential customers who are more likely to convert into deals and test various lead generation channels, such as content marketing, social media, referrals, and networking, to expand your reach and attract potential customers. Map the sales process to the buyer’s journey to better understand the customers’ needs and motivations, and tailor your sales approach accordingly.
  • Carefully structure your sales pipeline to manage leads through each stage of the sales process. Regularly review and analyze the pipeline to identify bottlenecks and areas for improvement, reacting promptly to solve any issue. Introduce lead scoring to make sure you prioritize the most promising leads and use your time efficiently.
  • Simplify and optimize your sales processes to reduce the time and effort required to close deals. Use automation tools and CRM systems to streamline repetitive tasks (such as email sequences), track interactions with leads, and manage sales activities.
  • Tailor your sales approach to the specific needs and pain points of each potential customer. Use personalized communication and content to demonstrate how your product or service can address their unique requirements. Nurturing relationships with prospects will create trust and rapport, which can lead to increased conversions.
  • Collaborate with the marketing department to provide a more cohesive experience to the customers, ensuring consistent messaging and reducing duplicate effort on both sides. Marketing can use insights from sales calls to better address customer pain points and, for example, create more compelling sales collateral.

More resources to help you improve:

Visualizations

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    Number

    Used to show a simple Metric or to draw attention to one key number.

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    Pie Chart

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    Bar and Line Chart

    Used to show comparisons between values.

How to track Deals in Databox?

Databox is a business analytics software that allows you to track and visualize your most important metrics from any data source in one centralized platform.

To track Deals using Databox, follow these steps:

  1. 1
    Connect ActiveCampaign that contains the metric you want to track
  2. 2
    Select the metric you want to track from the list of available metrics
  3. 3
    Drag and drop the selected metric onto your dashboard
  4. 4
    Watch your dashboard populate in seconds
  5. 5
    Put Deals on the Performance screen
  6. 6
    Get Deals performance daily with Scorecards or as a weekly digest
  7. 7
    Set Goals to track and improve performance of Deals
ActiveCampaign integration with Databox Track Deals from ActiveCampaign in Databox GET STARTED

ActiveCampaign Deals included in Dashboard Templates 1

  • Live view

    ActiveCampaign Account Overview

    This dashboard gives you a full overview of all your ActiveCampaign marketing and sales metrics.

    ActiveCampaign

Basics

  • Description
    The Deals metric in ActiveCampaign tracks the progress of sales opportunities or deals through the sales pipeline, giving visibility into the status of each deal and the likelihood of closing.
  • Category
    Marketing Automation
  • Subcategory
    Deals
  • Date Added
    2017-09-25
  • Cumulative Support
    No
  • Units
    No
  • Granularities
    daily, weekly, monthly, quarterly, yearly, allTime
  • Favorable Trend
    increasing
  • Historical Data
    No
  • Changing historical data
    No
  • Forecast Support
    Yes
  • Benchmark Support
    Yes
  • Media Support
    No
  • Dimension
    N/A
  • Metric Type
    current Learn more
  • API Endpoint
    https://{username}/api/3/deals

Questions? We've got answers.

  • What are deals in CRM?

    In the context of Customer Relationship Management (CRM), deals refer to the individual sales opportunities or potential transactions that a company or sales team is actively working on to convert into revenue.

  • How do you manage deals?

    Managing deals effectively involves a systematic approach to track and nurture sales opportunities throughout the entire sales process. The steps to manage deals in a CRM system or sales pipeline may include deal creation, deal stage tracking, deal forecasting, deal closing, deal analysis, and more. By managing deals effectively within a CRM system, businesses can optimize their sales processes and make informed decisions to improve sales performance and achieve revenue targets.

  • What are the best ways to track all deals?

    In today’s modern world of marketing and sales automation, the best way to track all deals is to invest in a reliable Customer Relationship Management (CRM) system. A CRM centralizes all deal-related information, including contact details, deal stages, activities, notes, and communication history.

    However, you may be using different data sources and tools to track deals across your entire pipeline, meaning that you may not be able to get a streamlined overview of your deals.

    Enter Databox—a comprehensive business intelligence solution that allows you to connect over a hundred data sources to a single dashboard, with access to historic and current data, third-party and in-house data, and more. This customizable, at-a-glance overview of your business performance will allow you to fully understand how your company is doing and plan your next steps based on facts, and not gut feeling.

Track all of your key business metrics from one screen

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