Databox

Copper Opportunities Amount by Owner (Create Date)

This metric provides a breakdown of total Opportunities amount by the owner and ordered by their opportunity creation date. It helps track the performance of individual owners in terms of generating revenue from new opportunities.

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Opportunities Amount by Owner (Create Date) 2.190,879 Start tracking this metric
  • About
  • Technical Details
What is "Opportunities Amount by Owner (Create Date)"?
The Opportunities Amount by Owner (Create date) metric provides a breakdown of the total value of opportunities generated by each owner within a specific timeframe. This metric is based on the date the opportunity was created and allows sales managers to track the performance of each team member in terms of their ability to generate and close deals. By analysing this data, sales leaders can identify top-performing team members and effectively manage and allocate resources to improve overall team performance.
Example: The Opportunities Amount by Owner (Create date) metric can be used to track the sales performance of individual team members within a specific time frame, helping managers identify top performers and areas for improvement.

Visualizations

  • Databox visualization

    Bar and Line Chart

    Used to show comparisons between values.

How to track Opportunities Amount by Owner (Create Date) 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 Amount by Owner (Create Date) using Databox, follow these steps:

  1. 1
    Connect Copper 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 Amount by Owner (Create Date) on the Performance screen
  6. 6
    Get Opportunities Amount by Owner (Create Date) performance daily with Scorecards or as a weekly digest
  7. 7
    Set Goals to track and improve performance of Opportunities Amount by Owner (Create Date)
Goals

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Metric Digest

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Metric Builder

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Data Calculations

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Performance Screen

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Copper integration with Databox Track Opportunities Amount by Owner (Create Date) from Copper in Databox GET STARTED

General

  • Description
    This metric provides a breakdown of total Opportunities amount by the owner and ordered by their opportunity creation date. It helps track the performance of individual owners in terms of generating revenue from new opportunities.
  • Category
    Marketing Automation
  • Subcategory
    Opportunities
  • Date Added
    2017-10-24

Specification

  • Metric Type
    event
  • Dimensional
    Yes
  • Decimal Digits
    Yes
  • Currency Units
    Yes
  • Granularities
    Daily, weekly, monthly, quarterly and yearly.
  • Custom Relative Periods
    Yes
  • Data Availability
    At sync, it ranges from 3 years ago to now.
  • Retroactive Data Updates
    Newly synced data is merged with existing data, replacing values for matching periods.
  • Future Data Available
    No

Visualization

  • Default Format
    PrefixCurrency
  • Cumulative Graph
    Yes
  • Favorable Trend
    increasing
  • Media Creatives
    No
  • Forecasts
    Yes
  • Benchmarks
    No

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