Opportunities Amount (Close Date) metric in ProsperWorks is the sum of the potential revenue from all opportunities that are expected to close within a specified time frame. The close date signifies the expected date that the opportunity will be won, and the metric helps in forecasting and planning sales revenue.
With Databox you can track all your metrics from various data sources in one place.
Used to show a simple Metric or to draw attention to one key number.
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 (Close Date) using Databox, follow these steps:
This dashboard gives you an overview of your monthly forecast from Copper so you anticipate your new revenue.
The Opportunities by Owner (Create Date) metric provides a breakdown of all opportunities created by each owner, allowing for analysis of sales performance by individual team members and identification of top performers.
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.
This metric shows the total value of opportunities grouped by the status they were in at the time they were created. The data is presented in a chart or table based on the date range selected.
Opportunities Amount by Owner (Close date) metric displays the total monetary value of opportunities owned by each user, grouped by their close date. It helps in identifying top performers and forecasting revenue.
This metric shows the total value of opportunities in each stage of the sales process, based on their expected close date. It helps track progress and forecast sales revenue.
The New People by Type metric in ProsperWorks measures the number of new entries in a particular contact type (e.g. lead, opportunity, customer) over a given period of time.
The New Leads by Source metric tracks the number of new leads generated from each marketing channel or source within a specified time frame.
Open Tasks is a ProsperWorks metric that shows the number of tasks that are currently due or overdue and haven't been completed yet. It helps users stay on top of their tasks and prioritize their work.