The New Deals metric in IntrixCRM tracks the number of newly acquired sales opportunities or deals within a specified timeframe.
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 New Deals 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.
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.
This metric displays the number of open deals in each stage of the sales process, providing a clear overview of the current state of your sales pipeline.
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 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.
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 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.