Open deals metric counts all the deals that are currently active and have not been closed or lost yet in IntrixCRM.
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 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.
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 New Appointments metric measures the number of newly scheduled appointments in a given time period, providing insight into the success of sales and marketing efforts in generating interest and leads.
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.
Closed Deals Amount is the total value of all deals that have been successfully closed and won by a sales team within a given period of time in IntrixCRM.
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.
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.