DataboxDatabox Databox

Salesforce CRM Opportunities Lost Amount by Owner

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

With Databox you can track all your metrics from various data sources in one place.

Opportunities Lost Amount by Owner 2.190,879 Start tracking this metric
  • About
  • Tech details
  • Notes
What is "Opportunities Lost Amount by Owner"?
The Opportunities Lost Amount by Owner is a metric that measures the total value of sales opportunities that were lost or abandoned by sales representatives, segmented by owner. It provides a clear picture of the performance of individual sales reps regarding their ability to close deals, identify areas of improvement, and provide insights into potential training needs. This metric helps sales managers to identify inefficiencies in the sales process and take corrective actions to improve business outcomes.
Example: Sales manager uses the Opportunities Lost Amount by Owner metric to evaluate performance and identify areas for coaching and improvement among sales representatives.

Visualizations

  • Databox visualization

    Bar and Line Chart

    Used to show comparisons between values.

How to track Opportunities Lost Amount by Owner in Databox?

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 Owner using Databox, follow these steps:

  1. 1
    Connect Salesforce CRM that contains the metric you want to track
  2. 2
    Select the metric you want to track from the list of available metrics
  3. 3
    Drag and drop the selected metric onto your dashboard
  4. 4
    Watch your dashboard populate in seconds
  5. 5
    Put Opportunities Lost Amount by Owner on the Performance screen
  6. 6
    Get Opportunities Lost Amount by Owner performance daily with Scorecards or as a weekly digest
  7. 7
    Set Goals to track and improve performance of Opportunities Lost Amount by Owner
Goals

Set Goals to track and improve your performance
Scorecards

Get your daily progress every morning with Scorecards
Metric Digest

Receive detailed weekly performance updates
Metric Builder

Built your own custom metrics with Metric Builder
Data Calculations

Set Goals to track and improve your performance
Performance Screen

Get instant insights into your top-performing metrics
Salesforce CRM integration with Databox Track Opportunities Lost Amount by Owner from Salesforce CRM in Databox GET STARTED

Basics

  • Description
    Opportunities Lost Amount by Owner is a metric that displays the total value of lost sales opportunities for each sales rep in Salesforce.
  • Category
    Sales
  • Subcategory
    Deals lost
  • Date Added
    2015-04-28
  • Cumulative Support
    Yes
  • Units
    No
  • Granularities
    hourly, daily, weekly, monthly, yearly, quarterly, allTime
  • Favorable Trend
    decreasing
  • Historical Data
    Yes
  • Changing historical data
    Yes
  • Forecast Support
    Yes
  • Benchmark Support
    No
  • Media Support
    No
  • Dimension
    Yes
  • Metric Type
    general Learn more
  • API Endpoint
    {instance_url}/https://{instance_url}/services/data/v60.0/query

  • Data discrepancies for the ‘Amount’ metric for all Opportunities using currency conversion in Salesforce CRM

    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.

Related Metrics

Track all of your key business metrics from one screen

GET STARTED
Databox app preview