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
Opportunities Won Amount by Owner is a metric that tracks the total value of closed-won opportunities attributed to each individual salesperson in Salesforce.
Salesforce CRM
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.
Salesforce CRM
Opportunities Lost Amount by Owner is a metric that displays the total value of lost sales opportunities for each sales rep in Salesforce.
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 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
It shows the number of new leads generated from each lead source over a specific time period, providing insights into which sources are driving the most lead conversions and can help prioritize marketing efforts.
Salesforce CRM
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.
Salesforce CRM
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.
