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.
Opportunities Won Count by Owner is a metric in Salesforce that shows the number of opportunities that have been won by each owner. It helps track the sales performance of individual owners and provides insights into the overall success of the sales team.
Opportunities Lost Amount by Owner is a metric that displays the total value of lost sales opportunities for each sales rep in Salesforce.
Opportunities Lost Amount by Opp Name is a metric that calculates the total potential revenue lost from a specific opportunity in Salesforce due to it being marked as "lost."
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.
Closed Cases measures the number of support cases that have been resolved and closed within a specific time period. It is an important metric to track customer satisfaction and support team performance.