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."
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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 Opportunities Lost Amount by Opp Name using Databox, follow these steps:
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 Count is a key performance indicator in Salesforce that measures the total number of won opportunities within a given time frame. It provides insights into the sales team's performance and can be used to track progress and identify areas for improvement.
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.
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.
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.
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.
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 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.