Databox

Intrix CRM Notes by User

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.

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  • About
  • Technical Details
What is "Notes by User"?
The Notes by User metric in IntrixCRM captures the number of notes entered into the system by each user. It provides insights into the activity level of users and their engagement with the platform. This metric can be used to identify top performers, monitor training needs of users, and increase accountability and transparency within teams. It also helps teams identify areas where more notes may be necessary to improve customer communication and collaboration.
Example: Mary, a sales representative, uses the Notes feature extensively to keep track of client conversations. The Notes by User metric helps her identify which team members are most active in taking notes and which clients have the most notes for follow-up.

Visualizations

  • Databox visualization

    Bar and Line Chart

    Used to show comparisons between values.

How to track Notes by User in Databox?

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 by User using Databox, follow these steps:

  1. 1
    Connect Intrix CRM that contains the metric you want to track
  2. 2
    Select the metric you want to track from the list of available metrics
  3. 3
    Drag and drop the selected metric onto your dashboard
  4. 4
    Watch your dashboard populate in seconds
  5. 5
    Put Notes by User on the Performance screen
  6. 6
    Get Notes by User performance daily with Scorecards or as a weekly digest
  7. 7
    Set Goals to track and improve performance of Notes by User
Goals

Set Goals to track and improve your performance
Scorecards

Get your daily progress every morning with Scorecards
Metric Digest

Receive detailed weekly performance updates
Metric Builder

Built your own custom metrics with Metric Builder
Data Calculations

Set Goals to track and improve your performance
Performance Screen

Get instant insights into your top-performing metrics
Intrix CRM integration with Databox Track Notes by User from Intrix CRM in Databox GET STARTED

Intrix CRM Notes by User included in Dashboard Templates 1

  • Live view

    Intrix CRM (users)

    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.

    Intrix CRM

General

  • Description
    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.
  • Category
    Sales
  • Subcategory
    Notes
  • Date Added
    2017-08-31

Specification

  • Metric Type
    general
  • Dimensional
    Yes
  • Decimal Digits
    No
  • Currency Units
    No
  • Granularities
    Daily, weekly, monthly, yearly, quarterly and all-time.
  • Custom Relative Periods
    Yes
  • Data Availability
    At sync, it ranges from 3 years ago to now.
  • Retroactive Data Updates
    Newly synced data is merged with existing data, replacing values for matching periods.
  • Future Data Available
    No

Visualization

  • Cumulative Graph
    Yes
  • Favorable Trend
    increasing
  • Media Creatives
    No
  • Forecasts
    Yes
  • Benchmarks
    No

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