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:
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.
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 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."
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.
The Converted Leads metric tracks the percentage of leads that have been converted into actionable accounts or contacts in Salesforce.
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.
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.
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.