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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.

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Open Opportunities Amount by Stage Name 2.190,879 Start tracking this metric
  • About
  • Tech details
  • Notes
What is "Open Opportunities Amount by Stage Name"?
The Open Opportunities Amount by Stage Name metric provides a breakdown of the total value of all open sales opportunities that are grouped by the stage they are in the sales process. This metric helps sales teams to identify which stages have the highest value opportunities. It also enables teams to track progress and adjust sales strategies accordingly.
Example: The sales manager can use the Open Opportunities Amount by Stage Name metric to identify which stage of the sales process has the most value in their pipeline and make necessary adjustments to maximize revenue.

Visualizations

  • Databox visualization

    Bar and Line Chart

    Used to show comparisons between values.

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

Salesforce CRM Open Opportunities Amount by Stage Name included in Dashboard Templates 1

  • Live view

    Salesforce Sales Pipeline

    This 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.

    Salesforce CRM

Basics

  • Description
    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.
  • 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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