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.
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 Errands using Databox, follow these steps:
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 Sell Activities metric tracks the number and types of sales activities completed by sales reps within a set period to drive new business growth.
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 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 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 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.
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.