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.
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 Closed Deals Amount using Databox, follow these steps:
Intrix CRM Sales dashboard template provides you with insights about new, open and closed deals which will help you to track, and grow your sales pipelines.
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.
Open deals metric counts all the deals that are currently active and have not been closed or lost yet in IntrixCRM.
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 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.
The Errands by User metric measures the number of errands or tasks assigned to each user within a specified time frame in the IntrixCRM platform. It helps managers track the workload of individual team members and allocate tasks more efficiently.
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.
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.
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.