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.
With Databox you can track all your metrics from various data sources in one place.
Used to show a simple Metric or to draw attention to one key number.
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 (Close Date) using Databox, follow these steps:
This dashboard gives you an overview of your monthly forecast from Copper so you anticipate your new revenue.
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.
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.
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.
The Opportunities by Stage (Close date) metric in ProsperWorks is a visual representation of all your deals based on where they are in the sales pipeline - from lead to closed won or lost. It provides an overview of deal progress and helps you identify bottlenecks in the sales process. The close date aspect shows when you can expect to earn revenue from these deals.
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 Source metric tracks the number of new leads generated from each marketing channel or source within a specified time frame.
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.
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.