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.
Used to show comparisons between values.
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:
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.
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.
This metric shows the total value of opportunities grouped by their current stage of completion and close date. It provides insights into the distribution of potential revenue across different stages of the sales pipeline.
The New People metric in ProsperWorks shows the number of newly added people (contacts) to your CRM database over a specified time period.
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.
The New People by Type metric in ProsperWorks measures the number of new entries in a particular contact type (e.g. lead, opportunity, customer) over a given period of time.
The New Leads by Owner metric in ProsperWorks measures the number of new leads that are assigned to a specific owner within a certain time period.
Open Tasks is a ProsperWorks metric that shows the number of tasks that are currently due or overdue and haven't been completed yet. It helps users stay on top of their tasks and prioritize their work.