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Copper
Type
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.
With Databox you can track all your metrics from various data sources in one place.
- About
- Technical Details
What is "Type"?
The New People by Type metric in ProsperWorks allows you to track the different types of leads or customers that you are acquiring over a certain period. This metric breaks down the number of new people added into your system by different categories such as leads, opportunities, contacts, or accounts. It provides insight into the effectiveness of your sales and marketing strategies targeted at each specific category, helping you to optimize your efforts for maximum results.
Example: A sales manager wants to see how many new leads have been added to the CRM system in the past week, broken down by type (e.g. prospect, customer, partner). They use the New People by Type metric to easily track this information.
Visualizations
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Bar and Line Chart
Used to show comparisons between values.
How to track Type 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 Type using Databox, follow these steps:
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1Connect Copper that contains the metric you want to track
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2Select the metric you want to track from the list of available metrics
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3Drag and drop the selected metric onto your dashboard
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4Watch your dashboard populate in seconds
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5Put Type on the Performance screen
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6Get Type performance daily with Scorecards or as a weekly digest
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7Set Goals to track and improve performance of Type
GoalsSet Goals to track and improve your performance
ScorecardsGet your daily progress every morning with Scorecards
Metric DigestReceive detailed weekly performance updates
Metric BuilderBuilt your own custom metrics with Metric Builder
Data CalculationsSet Goals to track and improve your performance
Performance ScreenGet instant insights into your top-performing metrics
General
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DescriptionThe 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.
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CategoryMarketing Automation
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SubcategoryContacts
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Date Added2017-10-24
Specification
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Metric Typeevent
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DimensionalYes
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Decimal DigitsNo
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Currency UnitsNo
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GranularitiesDaily, weekly, monthly, quarterly and yearly.
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Custom Relative PeriodsYes
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Data AvailabilityAt sync, it ranges from 3 years ago to now.
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Retroactive Data UpdatesNewly synced data is merged with existing data, replacing values for matching periods.
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Future Data AvailableNo
Visualization
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Cumulative GraphYes
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Favorable Trendincreasing
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Media CreativesNo
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ForecastsYes
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BenchmarksNo
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