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Salesforce CRM Open Opportunities Amount by Opp Name

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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Open Opportunities Amount by Opp Name 2.190,879 Start tracking this metric
  • About
  • Tech details
  • Notes
What is "Open Opportunities Amount by Opp Name"?
The Open Opportunities Amount by Opp Name metric is a measure of the total amount of open opportunities grouped by their respective opportunity names. This metric provides insight into the relative size and status of ongoing deals, and can help sales teams prioritize their efforts and resources accordingly. It is a valuable tool for forecasting revenue and evaluating the performance of sales pipelines.
Example: Example: Sales managers using the Open Opportunities Amount by Opp Name metric can identify the top five high-value opportunities and prioritize their sales team's efforts accordingly.

Visualizations

  • Databox visualization

    Bar and Line Chart

    Used to show comparisons between values.

How to track Open Opportunities Amount by Opp Name 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 Open Opportunities Amount by Opp Name using Databox, follow these steps:

  1. 1
    Connect Salesforce 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 Open Opportunities Amount by Opp Name on the Performance screen
  6. 6
    Get Open Opportunities Amount by Opp Name performance daily with Scorecards or as a weekly digest
  7. 7
    Set Goals to track and improve performance of Open Opportunities Amount by Opp Name
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Salesforce CRM integration with Databox Track Open Opportunities Amount by Opp Name from Salesforce CRM in Databox GET STARTED

Basics

  • Description
    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.
  • Category
    Sales
  • Subcategory
    Deals open
  • Date Added
    2015-04-28
  • Cumulative Support
    No
  • Units
    No
  • Granularities
    hourly, daily, weekly, monthly, yearly, quarterly, allTime
  • Favorable Trend
    increasing
  • Historical Data
    No
  • Changing historical data
    Yes
  • Forecast Support
    Yes
  • Benchmark Support
    No
  • Media Support
    No
  • Dimension
    Yes
  • Metric Type
    current Learn more
  • API Endpoint
    {instance_url}/https://{instance_url}/services/data/v60.0/query

  • Data discrepancies for the ‘Amount’ metric for all Opportunities using currency conversion in Salesforce CRM

    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.

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