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Intrix CRM Tasks

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.

Tasks 2.190,879 Start tracking this metric
  • About
  • Tech details
What is "Tasks"?
The Tasks metric in IntrixCRM measures the productivity and efficiency of team members in completing assigned tasks. It tracks the progress of tasks from creation to completion, providing real-time updates and reminders on overdue and upcoming tasks. With this metric, team leaders can monitor their team's performance in meeting deadlines and setting priorities while ensuring that all tasks are properly assigned and distributed. The Tasks metric also helps to identify areas for improvement, streamline workflows, and increase overall productivity and customer satisfaction.
Example: Example: Track the completion of follow-up tasks for potential sales leads.
This metric has one or more equivalents:
Pipedrive CRM integration with Databox Tasks Added
Outreach integration with Databox Total Tasks

Visualizations

  • Databox visualization

    Number

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

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

Intrix CRM Tasks included in Dashboard Templates 1

  • Live view

    Intrix CRM (users)

    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.

    Intrix CRM

Basics

  • Description
    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.
  • Category
    Sales
  • Subcategory
    Tasks
  • Date Added
    2017-08-31
  • Cumulative Support
    Yes
  • Units
    No
  • Granularities
    daily, weekly, monthly, yearly, quarterly, allTime
  • Favorable Trend
    increasing
  • Historical Data
    Yes
  • Changing historical data
    No
  • Forecast Support
    Yes
  • Benchmark Support
    Yes
  • Media Support
    No
  • Dimension
    N/A
  • Metric Type
    general Learn more
  • API Endpoint
    https://{url}/api/v1/metrics/https://{url}/api/v1/metrics

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