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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
Opportunities Amount by Status (Close Date)
This metric shows the total value of opportunities in each stage of the sales process, based on their expected close date. It helps track progress and forecast sales revenue.
With Databox you can track all your metrics from various data sources in one place.
- About
- Technical Details
What is "Opportunities Amount by Status (Close Date)"?
The Opportunities Amount by Status (Close date) metric shows the total amount of potential revenue in a sales pipeline categorized by the current status of each opportunity and their corresponding closing dates. This metric helps to identify which opportunities are more likely to become a sale and when they are expected to close. It also allows sales teams to prioritize their efforts on opportunities that are more likely to generate revenue and identify potential roadblocks in the sales process to take corrective action.
Example: Example: A sales manager can use this metric to track the total value of opportunities won, lost, or in progress based on their close date, and make informed decisions on resource allocation and deal prioritization.
Visualizations
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Bar and Line Chart
Used to show comparisons between values.
How to track Opportunities Amount by Status (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 Status (Close Date) 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 Opportunities Amount by Status (Close Date) on the Performance screen
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6Get Opportunities Amount by Status (Close Date) performance daily with Scorecards or as a weekly digest
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7Set Goals to track and improve performance of Opportunities Amount by Status (Close Date)
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 Opportunities Amount by Status (Close Date) included in Dashboard Templates 1
General
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DescriptionThis metric shows the total value of opportunities in each stage of the sales process, based on their expected close date. It helps track progress and forecast sales revenue.
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CategoryMarketing Automation
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SubcategoryOpportunities
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Date Added2017-10-24
Specification
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Metric Typeevent
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DimensionalYes
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Decimal DigitsYes
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Currency UnitsYes
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GranularitiesDaily, weekly, monthly, quarterly and yearly.
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Custom Relative PeriodsYes
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Data AvailabilityAt sync, it ranges from 3 years ago to now.
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Retroactive Data UpdatesExisting data is purged in favor of the most recent synced data.
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Future Data AvailableNo
Visualization
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Default FormatPrefixCurrency
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Cumulative GraphYes
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Favorable Trendincreasing
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Media CreativesNo
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ForecastsYes
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BenchmarksNo
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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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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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Opportunities Amount by Owner (Create Date)
This metric provides a breakdown of total Opportunities amount by the owner and ordered by their opportunity creation date. It helps track the performance of individual owners in terms of generating revenue from new opportunities.
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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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Opportunities Amount (Close Date)
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.
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Databox Inc.
HQ: Boston, MA, USA
Modern BI for teams that needs answers now
Databox Inc.
HQ: Boston, MA, USA
Modern BI for teams that needs answers now
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