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.
The New Deals metric in IntrixCRM tracks the number of newly acquired sales opportunities or deals within a specified timeframe.
The New Deals by Type metric in IntrixCRM shows the total number of new deals categorized by their respective types within a specific time period.
The New Deals by Source metric in IntrixCRM tracks the number of new deals generated by each lead source, allowing businesses to analyze the effectiveness of their marketing efforts and make data-driven decisions to improve lead acquisition.
The Appointments by User metric tracks the number of appointments scheduled by individual users, providing insight into their productivity and workload in the IntrixCRM system.
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.
The Calls metric in IntrixCRM tracks the number of phone calls made or received by a user or a team within a given time period, providing insights into call volumes and customer interactions to optimize communication and sales performance.
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.