The Appointments metric in IntrixCRM measures the number of scheduled meetings or calls between a salesperson and a prospective or current customer, providing insights into the team's productivity and sales funnel.
With Databox you can track all your metrics from various data sources in one place.
Used to show a simple Metric or to draw attention to one key number.
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 Appointments using Databox, follow these steps:
The Intrix CRM dashboard template tracks every stage of your sales funnel and watches for leaks. You can see top of funnel activity for each sales representative.
Open Deals Amount by Stage metric shows the total value of all open deals in the sales pipeline grouped by their respective stages.
Open deals metric counts all the deals that are currently active and have not been closed or lost yet in IntrixCRM.
The New Deals Amount by Type metric shows the total value of newly closed deals categorized by their type, providing insights into which types of deals are contributing the most to revenue growth.
The New Appointments metric measures the number of newly scheduled appointments in a given time period, providing insight into the success of sales and marketing efforts in generating interest and leads.
Closed Deals Amount is the total value of all deals that have been successfully closed and won by a sales team within a given period of time in IntrixCRM.
Tasks metric in IntrixCRM tracks the progress and completion of assigned tasks related to deals, contacts or projects in real-time, ensuring timely completion and seamless collaboration among team members.
The Errands metric in IntrixCRM measures the number of tasks or activities assigned to employees that require them to physically go outside the office to complete. This metric helps managers track the efficiency of their field team and ensure timely completion of tasks.
Notes metric measures the number of notes or comments added to a customer's profile or a particular project, providing insights into the level of engagement and collaboration between team members and the customer.