The Open Opportunities Amount by Opp Name metric shows the total monetary value of all opportunities that are currently open and grouped by their respective opportunity names.
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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 Open Opportunities Amount by Opp Name using Databox, follow these steps:
The values for the ‘Amount’ metric are the numbers Databox pulls from the Salesforce API. If the values for Opportunities for the US are set up with US dollar currency (even though the user’s official currency on the Salesforce account is British pounds) and are converted into GBP currency, Salesforce stores these values in their warehouse. Salesforce API then provides already converted values. If there is no specific column with referential data in Salesforce, Databox is unable to change the currency for amount metrics.
This metric shows the total revenue generated by each product family for all successfully closed deals.
The Opportunities Lost Count by Owner metric in Salesforce calculates the number of sales opportunities that were lost by each owner within a given timeframe.
Open Opportunities Count is a metric that measures the number of deals that are still in progress and have not yet been won, lost, or cancelled.
The Open Opportunities Amount by Stage Name metric displays the total dollar value of all open opportunities grouped by their current stage in the sales pipeline. It helps identify which stages have the highest potential revenue and aids in decision-making for sales forecasting and resource allocation.
Expected Revenue is a metric in Salesforce that predicts the amount of revenue a sales team is likely to generate from their opportunities. It takes into account the probability of winning each opportunity and the value of the opportunity to calculate an expected revenue value.
New Leads by Lead Status shows the number of leads that have been added in a given time period categorized by their status, such as open, qualified, or converted.
Average Case Close Time is a metric that measures the average time it takes for a support case to be resolved or closed, providing insights into team performance and customer satisfaction.
The Return on Investment by Campaign Type metric measures the effectiveness of different marketing campaigns in terms of revenue generated compared to the cost of the campaign. It helps businesses to identify the most profitable marketing channels and optimize their marketing strategy accordingly.