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 by Type metric in IntrixCRM shows the total number of new deals categorized by their respective types within a specific time period.
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 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.
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 Errands by User metric measures the number of errands or tasks assigned to each user within a specified time frame in the IntrixCRM platform. It helps managers track the workload of individual team members and allocate tasks more efficiently.
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.