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.
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 Lost Amount by Owner is a metric that displays the total value of lost sales opportunities for each sales rep in Salesforce.
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.
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.
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.
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.
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.