Salesforce CRM
Open Opportunities Amount by Stage Name 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.
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 Open Opportunities Amount by Stage Name using Databox, follow these steps:
Goals
Scorecards
Metric Digest
Metric Builder
Data Calculations
Performance ScreenThis dashboard shows the value of your company's current sales pipeline with a laser focus on what has closed this quarter. It also includes the expected value of the opportunities likely to close before quarter's end.
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.
Salesforce CRM
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.
Salesforce CRM
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."
Salesforce CRM
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.
Salesforce CRM
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.
Salesforce CRM
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.
Salesforce CRM
The New Leads by Industry metric is a measure of the number of new potential customers or prospects generated by industry category within a specified time period.
Salesforce CRM
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.
Salesforce CRM
The Return On Investment Amount by Campaign Type measures the amount of revenue generated by each type of Salesforce campaign and compares it to the cost of running those campaigns. It helps organizations determine which campaign types are most effective at generating revenue and optimizing their marketing budget.
