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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.

Opportunities Amount by Status (Close Date) 2.190,879 Start tracking this metric
  • 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

  • Databox visualization

    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:

  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 Status (Close Date) on the Performance screen
  6. 6
    Get Opportunities Amount by Status (Close Date) performance daily with Scorecards or as a weekly digest
  7. 7
    Set Goals to track and improve performance of Opportunities Amount by Status (Close Date)
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Copper integration with Databox Track Opportunities Amount by Status (Close Date) from Copper in Databox GET STARTED

Copper Opportunities Amount by Status (Close Date) included in Dashboard Templates 1

  • Live view

    Copper Overview Dashboard

    This dashboard gives you an overview of your monthly forecast from Copper so you anticipate your new revenue.

    Copper

General

  • Description
    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.
  • Category
    Marketing Automation
  • Subcategory
    Opportunities
  • Date Added
    2017-10-24

Specification

  • Metric Type
    event
  • Dimensional
    Yes
  • Decimal Digits
    Yes
  • Currency Units
    Yes
  • Granularities
    Daily, weekly, monthly, quarterly and yearly.
  • Custom Relative Periods
    Yes
  • Data Availability
    At sync, it ranges from 3 years ago to now.
  • Retroactive Data Updates
    Existing data is purged in favor of the most recent synced data.
  • Future Data Available
    No

Visualization

  • Default Format
    PrefixCurrency
  • Cumulative Graph
    Yes
  • Favorable Trend
    increasing
  • Media Creatives
    No
  • Forecasts
    Yes
  • Benchmarks
    No

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