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.
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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.
Opportunities Won Count is a key performance indicator in Salesforce that measures the total number of won opportunities within a given time frame. It provides insights into the sales team's performance and can be used to track progress and identify areas for improvement.
Opportunities Won Amount by Owner is a metric that tracks the total value of closed-won opportunities attributed to each individual salesperson in Salesforce.
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.
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 New Leads metric measures the number of potential customers that have been added to a company's database within a specific period of time. This metric is important for tracking the growth of a company's prospect pool and helps identify the effectiveness of their lead generation strategies.
The Converted Leads metric tracks the percentage of leads that have been converted into actionable accounts or contacts in Salesforce.
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.