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Copper Overview Dashboard
This dashboard gives you an overview of your monthly forecast from Copper so you anticipate your new revenue.
Copper
New Leads
The New Leads metric tracks the number of newly added leads within a given period, indicating the growth of potential customers and sales opportunities for the business.
With Databox you can track all your metrics from various data sources in one place.
- About
- Tech details
What is "New Leads"?
The New Leads metric in ProsperWorks represents the number of individuals or companies added to the contact database during a specific time period. It reflects the success of new business efforts and helps track the growth of potential sales opportunities. This metric helps sales teams determine the effectiveness of their lead generation strategies.
Example: Tracking the number of new leads generated each month to measure the effectiveness of marketing campaigns and adjust strategies accordingly.
Visualizations
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Number
Used to show a simple Metric or to draw attention to one key number.
How to track New Leads 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 New Leads using Databox, follow these steps:
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1Connect Copper that contains the metric you want to track
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2Select the metric you want to track from the list of available metrics
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3Drag and drop the selected metric onto your dashboard
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4Watch your dashboard populate in seconds
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5Put New Leads on the Performance screen
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6Get New Leads performance daily with Scorecards or as a weekly digest
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7Set Goals to track and improve performance of New Leads
GoalsSet Goals to track and improve your performance
ScorecardsGet your daily progress every morning with Scorecards
Metric DigestReceive detailed weekly performance updates
Metric BuilderBuilt your own custom metrics with Metric Builder
Data CalculationsSet Goals to track and improve your performance
Performance ScreenGet instant insights into your top-performing metrics
Copper New Leads included in Dashboard Templates 1
Basics
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DescriptionThe New Leads metric tracks the number of newly added leads within a given period, indicating the growth of potential customers and sales opportunities for the business.
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CategoryMarketing Automation
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SubcategoryLeads
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Date Added2017-10-24
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Cumulative SupportYes
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UnitsNo
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Granularitieshourly, daily, weekly, monthly, quarterly, yearly
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Favorable Trendincreasing
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Historical DataYes
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Changing historical dataNo
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Forecast SupportYes
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Benchmark SupportYes
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Media SupportNo
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DimensionN/A
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Metric Typeevent Learn more
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API Endpointhttps://api.prosperworks.com/developer_api/v1/leads/search
Related Metrics
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Copper
Opportunities by Owner (Create Date)
The Opportunities by Owner (Create Date) metric provides a breakdown of all opportunities created by each owner, allowing for analysis of sales performance by individual team members and identification of top performers.
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Copper
Opportunities by Status (Create Date)
The Opportunities by Status (Create Date) metric displays the number of opportunities that have been created within a specified date range, grouped by their current status. It helps track the progress of your sales team and identify areas for improvement.
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Copper
Opportunities by Stage (Create Date)
The Opportunities by Stage (Create Date) metric in ProsperWorks tracks the number of opportunities in each stage at a certain point in time, based on their creation date. This helps analyze the effectiveness of the sales process and identify where opportunities tend to get stuck.
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Copper
Opportunities Amount by Status (Create Date)
This metric shows the total value of opportunities grouped by the status they were in at the time they were created. The data is presented in a chart or table based on the date range selected.
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Copper
Opportunities Amount by Stage (Create Date)
The Opportunities Amount by Stage metric in ProsperWorks shows the total monetary value of opportunities at each stage of the sales process, based on the date they were created. It allows you to track sales progress and identify areas that may need improvement.
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Copper
Opportunities by Status (Close Date)
The Opportunities by Status (Close date) metric provides a snapshot of the number of opportunities in different stages of the sales pipeline, grouped by their estimated close date.
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Copper
New People by Owner
The New People by Owner metric indicates the number of new contacts or leads added to a particular owner's portfolio within a specific timeframe, allowing for better visibility into individual performance.
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Copper
New Leads by Source
The New Leads by Source metric tracks the number of new leads generated from each marketing channel or source within a specified time frame.
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