Copper Overview Dashboard

Template created by Databox

Databox

This dashboard gives you an overview of your monthly forecast from ProsperWorks so you anticipate your new revenue.

Uses one-click integrations:

Copper

If you don’t use Copper, you can pull data from any of our 70+ one-click, native integrations or from spreadsheets, databases and other APIs.

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Make sure you hit your monthly sales goals

How many deals are in each stage of the funnel?
Who are your top salespeople?
Which deals are on track to close this month?
What percentage of opportunities do you close?

Key Metrics

Opportunities Amount (by Closing Date)
Opportunities (by Create Date)
Opportunities by Stage
Opportunities by Owner

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Explore all of Databox’s functionalities:

Pull in data from any data source,
monitor data on any device,
receive email reports,
set goals,
calculate metrics,
receive daily scorecards, etc.

Customize this dashboard with Databox

Sometimes, you’ll want to dive deeper into performance. When you need to customize this template (or any other dashboard) to include different metrics, add metrics from different sources, etc., you can do so by using Databox’s Dashboard Designer.

The Designer allows you to easily drag-and-drop metrics and visualizations from any data source right into your dashboard.

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