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Copper Opportunities by Stage (Create Date)

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.

With Databox you can track all your metrics from various data sources in one place.

Opportunities by Stage (Create Date) 2.190,879 Start tracking this metric
  • About
  • Technical Details
What is "Opportunities by Stage (Create Date)"?
The Opportunities by Stage (Create Date) metric tracks the number of opportunities in each stage of the sales pipeline based on their create date. This helps to analyze the effectiveness of the sales process and identify bottlenecks or areas for improvement. The data can be visualized in a chart or graph to easily identify trends over time.
Example: Identify which stage of the sales process has the longest average cycle time across all newly created opportunities.

Visualizations

  • Databox visualization

    Bar and Line Chart

    Used to show comparisons between values.

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

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Scorecards

Get your daily progress every morning with Scorecards
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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Copper integration with Databox Track Opportunities by Stage (Create Date) from Copper in Databox GET STARTED

General

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

Specification

  • Metric Type
    event
  • Dimensional
    Yes
  • Decimal Digits
    No
  • Currency Units
    No
  • 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
    Newly synced data is merged with existing data, replacing values for matching periods.
  • Future Data Available
    No

Visualization

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

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