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 Revenue is a metric that reflects the total revenue earned from all closed deals won within a specified time frame.
This metric shows the total revenue generated by each product family for all successfully closed deals.
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.
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.
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.
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.