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:
The 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.
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.
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.
The New Deals metric in IntrixCRM tracks the number of newly acquired sales opportunities or deals within a specified timeframe.
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 Closed Deals metric is a measurement of the total number of deals that have been successfully completed or closed within a specific time period in IntrixCRM.
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.
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.