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Copper Opportunities Amount by Owner (Close Date)

Opportunities Amount by Owner (Close date) metric displays the total monetary value of opportunities owned by each user, grouped by their close date. It helps in identifying top performers and forecasting revenue.

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

Opportunities Amount by Owner (Close Date) 2.190,879 Start tracking this metric
  • About
  • Tech details
What is "Opportunities Amount by Owner (Close Date)"?
The Opportunities Amount by Owner (Close date) metric shows the total value of all opportunities owned by a specific user, grouped by their assigned close date. This allows businesses to track and analyze individual sales performance over time, as well as identify trends and potential areas for improvement. By understanding which team members are driving the most revenue and when deals are most likely to close, businesses can optimize their sales strategies and improve overall profitability.
Example: The sales manager can use the Opportunities Amount by Owner (Close date) metric to see which sales rep has brought in the most revenue in a given time period and adjust their coaching or incentives accordingly.

Visualizations

  • Databox visualization

    Bar and Line Chart

    Used to show comparisons between values.

How to track Opportunities Amount by Owner (Close Date) 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 Opportunities Amount by Owner (Close Date) using Databox, follow these steps:

  1. 1
    Connect Copper 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 Opportunities Amount by Owner (Close Date) on the Performance screen
  6. 6
    Get Opportunities Amount by Owner (Close Date) performance daily with Scorecards or as a weekly digest
  7. 7
    Set Goals to track and improve performance of Opportunities Amount by Owner (Close Date)
Goals

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Scorecards

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Metric Digest

Receive detailed weekly performance updates
Metric Builder

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Data Calculations

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Performance Screen

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Basics

  • Description
    Opportunities Amount by Owner (Close date) metric displays the total monetary value of opportunities owned by each user, grouped by their close date. It helps in identifying top performers and forecasting revenue.
  • Category
    Marketing Automation
  • Subcategory
    Opportunities
  • Date Added
    2017-10-24
  • Default Format
    PrefixCurrency
  • Cumulative Support
    Yes
  • Units
    Yes
  • Granularities
    daily, weekly, monthly, quarterly, yearly
  • Favorable Trend
    increasing
  • Historical Data
    Yes
  • Changing historical data
    Yes
  • Forecast Support
    Yes
  • Benchmark Support
    No
  • Media Support
    No
  • Dimension
    Yes
  • Metric Type
    event Learn more
  • API Endpoint
    https://api.prosperworks.com/developer_api/v1/opportunities/search

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