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.
The Opportunities Won Amount by Opp Name metric in Salesforce tracks the total amount of revenue earned from each individual won opportunity name, providing insights into which opportunities are generating the most revenue for the company.
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.
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.
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.
The Converted Leads metric tracks the percentage of leads that have been converted into actionable accounts or contacts in Salesforce.
The New Cases metric measures the number of new customer inquiries or issues that have been submitted for resolution within a specific timeframe.
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 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.