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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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 Stage (Create Date) using Databox, follow these steps:
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.
The Opportunities Amount (Create Date) metric shows the total value of all opportunities created within a specified time period.
Opportunities Amount (Close Date) metric in ProsperWorks is the sum of the potential revenue from all opportunities that are expected to close within a specified time frame. The close date signifies the expected date that the opportunity will be won, and the metric helps in forecasting and planning sales revenue.
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.
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 Leads by Owner metric in ProsperWorks measures the number of new leads that are assigned to a specific owner within a certain time period.
The New Leads by Source metric tracks the number of new leads generated from each marketing channel or source within a specified time frame.
The Open Tasks by Owner metric shows the number of tasks that are currently open and assigned to each individual user in ProsperWorks. It helps to track task progress and workload distribution among team members.