Open deals metric counts all the deals that are currently active and have not been closed or lost yet in IntrixCRM.
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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 Open Deals using Databox, follow these steps:
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.
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.
The New Deals by Source metric in IntrixCRM tracks the number of new deals generated by each lead source, allowing businesses to analyze the effectiveness of their marketing efforts and make data-driven decisions to improve lead acquisition.
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 Appointments metric in IntrixCRM measures the number of scheduled meetings or calls between a salesperson and a prospective or current customer, providing insights into the team's productivity and sales funnel.
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.