The Calls by User metric in IntrixCRM is a measure of the number of calls made by a specific user within a given time frame. It helps track individual performance and identify trends in communication with clients.
With Databox you can track all your metrics from various data sources in one place.
Used to show comparisons between values.
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 Calls by User 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.
The Open Deals Amount metric in IntrixCRM refers to the total value of sales deals that have been initiated but not yet closed or won by the business.
New Deals Amount is a metric that represents the total value of newly signed deals in a specific time frame, providing insights into the revenue generated from new customers.
The New Deals Amount by Source metric provides a visual representation of the total revenue generated from new deals by each of the sources they came from, helping to identify the most successful lead generation channels.
The New Deals metric in IntrixCRM tracks the number of newly acquired sales opportunities or deals within a specified timeframe.
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 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.
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 Notes by User metric measures the number of notes created by each user in a specified period. This metric helps to track user engagement and productivity levels within the CRM system.