Intrix CRM Open Deals by Stage

How to track Open Deals by Stage 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 by Stage 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 by Stage on the Performance screen
6. 6

   Get Open Deals by Stage performance daily with Scorecards or as a weekly digest
7. 7

   Set Goals to track and improve performance of Open Deals by Stage