Tasks metric in IntrixCRM tracks the progress and completion of assigned tasks related to deals, contacts or projects in real-time, ensuring timely completion and seamless collaboration among team members.
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 Tasks using Databox, follow these steps:
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.
New Deals Amount is a metric that represents the total value of newly signed deals in a specific time frame, providing insights into the revenue generated from new customers.
The New Deals metric in IntrixCRM tracks the number of newly acquired sales opportunities or deals within a specified timeframe.
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 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 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.
The Calls by User metric in IntrixCRM is a measure of the number of calls made by a specific user within a given time frame. It helps track individual performance and identify trends in communication with clients.
Notes metric measures the number of notes or comments added to a customer's profile or a particular project, providing insights into the level of engagement and collaboration between team members and the customer.
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.