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Intrix CRM Open Deals

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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Open Deals 2.190,879 Start tracking this metric
  • About
  • Technical Details
What is "Open Deals"?
The Open Deals metric in IntrixCRM refers to the total number of deals or sales opportunities that are currently in progress and have not yet been closed or won. This metric is important for sales teams to keep track of as it helps them prioritize their efforts and focus on the deals that are most likely to close, ultimately contributing to the company's revenue goals.
Example: Example: A sales manager can use Open Deals metric to identify the number of sales deals in pipeline that are yet to be closed by sales reps.

Visualizations

  • Databox visualization

    Number

    Used to show a simple Metric or to draw attention to one key number.

How to track Open Deals 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 Open Deals 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 Open Deals on the Performance screen
  6. 6
    Get Open Deals performance daily with Scorecards or as a weekly digest
  7. 7
    Set Goals to track and improve performance of Open Deals
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 Open Deals from Intrix CRM in Databox GET STARTED

General

  • Description
    Open deals metric counts all the deals that are currently active and have not been closed or lost yet in IntrixCRM.
  • Category
    Sales
  • Subcategory
    Deals open
  • Date Added
    2017-08-31

Specification

  • Metric Type
    general
  • Dimensional
    No
  • 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
    Yes

Related Metrics

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