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Intrix CRM Tasks by User

The Tasks by User metric in IntrixCRM provides information on the number of tasks assigned to each user, helping managers monitor workload and productivity.

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  • About
  • Technical Details
What is "Tasks by User"?
The Tasks by User metric in IntrixCRM allows you to track the number of tasks completed by each user or team within a specified time period. This is a useful metric for measuring team or individual productivity, and identifying potential areas for improvement. The metric shows the number of completed tasks for each user or team, as well as the percentage of tasks completed on time. You can also use this metric to compare the performance of different teams or individuals, and to monitor the progress of specific projects. Overall, the Tasks by User metric provides valuable insights into team and individual performance, helping you to optimize your workflow and improve efficiency.
Example: Samantha, a sales rep, uses Tasks by User to monitor her own productivity and ensure she is meeting her daily goals.

Visualizations

  • Databox visualization

    Bar and Line Chart

    Used to show comparisons between values.

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

Intrix CRM Tasks by User 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

General

  • Description
    The Tasks by User metric in IntrixCRM provides information on the number of tasks assigned to each user, helping managers monitor workload and productivity.
  • Category
    Sales
  • Subcategory
    Tasks
  • Date Added
    2017-08-31

Specification

  • Metric Type
    general
  • Dimensional
    Yes
  • 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
    No

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