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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Used to show comparisons between values.
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To track Opportunities by Owner (Create Date) using Databox, follow these steps:
Opportunities (Create Date) metric in ProsperWorks refers to the number of new opportunities that were created within a specified time frame, highlighting the growth and progress of the sales pipeline.
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.
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.
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.
The Opportunities by Status (Close date) metric provides a snapshot of the number of opportunities in different stages of the sales pipeline, grouped by their estimated close date.
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 People by Type metric in ProsperWorks measures the number of new entries in a particular contact type (e.g. lead, opportunity, customer) over a given period of time.
The New Leads by Source metric tracks the number of new leads generated from each marketing channel or source within a specified time frame.