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Copper Opportunities by Owner (Close Date)

The Opportunities by Owner (Close date) metric in ProsperWorks provides a report on the total value of opportunities owned by individual users grouped by the expected close date.

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Opportunities by Owner (Close Date) 2.190,879 Start tracking this metric
  • About
  • Tech details
What is "Opportunities by Owner (Close Date)"?
The Opportunities by Owner (Close date) metric refers to the number of potential sales deals (opportunities) that are owned by each team member, categorized by their expected close date. This metric helps to measure how successful each team member is in generating and closing deals, and enables managers to track the progress and performance of each individual salesperson. It is also helpful in identifying any trends in deal activity and forecasting future revenue.
Example: Opportunities by Owner (Close date) metric can help track individual sales team member's performance at meeting sales targets and closing deals by analyzing trends in their opportunity pipeline.

Visualizations

  • Databox visualization

    Bar and Line Chart

    Used to show comparisons between values.

How to track Opportunities by Owner (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 by Owner (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 by Owner (Close Date) on the Performance screen
  6. 6
    Get Opportunities by Owner (Close Date) performance daily with Scorecards or as a weekly digest
  7. 7
    Set Goals to track and improve performance of Opportunities by Owner (Close Date)
Goals

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Scorecards

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Metric Digest

Receive detailed weekly performance updates
Metric Builder

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Data Calculations

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Performance Screen

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Basics

  • Description
    The Opportunities by Owner (Close date) metric in ProsperWorks provides a report on the total value of opportunities owned by individual users grouped by the expected close date.
  • Category
    Marketing Automation
  • Subcategory
    Opportunities
  • Date Added
    2017-10-24
  • Cumulative Support
    Yes
  • Units
    No
  • Granularities
    daily, weekly, monthly, quarterly, yearly
  • Favorable Trend
    increasing
  • Historical Data
    Yes
  • Changing historical data
    Yes
  • Forecast Support
    Yes
  • Benchmark Support
    No
  • Media Support
    No
  • Dimension
    Yes
  • Metric Type
    event Learn more
  • API Endpoint
    https://api.prosperworks.com/developer_api/v1/opportunities/search

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