Intrix CRM
Notes 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.
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 Notes using Databox, follow these steps:
Goals
Scorecards
Metric Digest
Metric Builder
Data Calculations
Performance ScreenThe 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.
Intrix CRM
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.
Intrix CRM
Open deals metric counts all the deals that are currently active and have not been closed or lost yet in IntrixCRM.
Intrix CRM
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.
Intrix CRM
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.
Intrix CRM
The New Deals metric in IntrixCRM tracks the number of newly acquired sales opportunities or deals within a specified timeframe.
Intrix CRM
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.
Intrix CRM
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.
Intrix CRM
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.
