Databox

Copper Opportunities by Status (Close Date)

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.

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Opportunities by Status (Close Date) 2.190,879 Start tracking this metric
  • About
  • Technical Details
What is "Opportunities by Status (Close Date)"?
The Opportunities by Status (Close date) metric is a report that shows the number and value of your opportunities grouped by their current stage and projected close date. This allows you to track the progress of your deals and identify any potential bottlenecks in your sales pipeline. By analyzing this metric, you can focus on the most promising opportunities with close dates in the near term, track the performance of your sales team, and make data-driven decisions to improve your sales outcomes.
Example: An example usecase could be monitoring the progress of sales opportunities and predicting future sales revenue by tracking the status of opportunities based on their close date.

Visualizations

  • Databox visualization

    Bar and Line Chart

    Used to show comparisons between values.

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

Set Goals to track and improve your performance
Scorecards

Get your daily progress every morning with Scorecards
Metric Digest

Receive detailed weekly performance updates
Metric Builder

Built your own custom metrics with Metric Builder
Data Calculations

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Performance Screen

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Copper integration with Databox Track Opportunities by Status (Close Date) from Copper in Databox GET STARTED

Copper Opportunities 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
    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.
  • 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
    Existing data is purged in favor of the most recent synced data.
  • Future Data Available
    No

Visualization

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

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