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.
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 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.
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 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.
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.
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.