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.
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 Appointments by User metric tracks the number of appointments scheduled by individual users, providing insight into their productivity and workload in the IntrixCRM system.
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 Tasks by User metric in IntrixCRM provides information on the number of tasks assigned to each user, helping managers monitor workload and productivity.
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.
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 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.