The Tasks by User metric in IntrixCRM provides information on the number of tasks assigned to each user, helping managers monitor workload and productivity.
With Databox you can track all your metrics from various data sources in one place.
Used to show comparisons between values.
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:
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.
Open deals metric counts all the deals that are currently active and have not been closed or lost yet in IntrixCRM.
The New Deals Amount by Source metric provides a visual representation of the total revenue generated from new deals by each of the sources they came from, helping to identify the most successful lead generation channels.
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 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.
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.
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.
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.