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Copper Opportunities by Status (Create Date)

The Opportunities by Status (Create Date) metric displays the number of opportunities that have been created within a specified date range, grouped by their current status. It helps track the progress of your sales team and identify areas for improvement.

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

Opportunities by Status (Create Date) 2.190,879 Start tracking this metric
  • About
  • Technical Details
What is "Opportunities by Status (Create Date)"?
The Opportunities by Status (Create Date) metric allows you to see a breakdown of opportunities by their current status and the date they were created. This helps you understand the progression of opportunities over time and enables you to identify patterns or trends in your sales pipeline. The report can be filtered by various status categories, such as open, won, lost, or abandoned, giving you a comprehensive view of the health of your sales funnel and making it easier to track progress towards your sales goals.
Example: A sales manager can use the Opportunities by Status (Create Date) metric to analyze the team's performance in converting leads into opportunities, identify the bottlenecks in the sales process, and implement changes to improve conversions.

Visualizations

  • Databox visualization

    Bar and Line Chart

    Used to show comparisons between values.

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

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Scorecards

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Metric Digest

Receive detailed weekly performance updates
Metric Builder

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Data Calculations

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Performance Screen

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

General

  • Description
    The Opportunities by Status (Create Date) metric displays the number of opportunities that have been created within a specified date range, grouped by their current status. It helps track the progress of your sales team and identify areas for improvement.
  • Category
    Marketing Automation
  • Subcategory
    Opportunities
  • Date Added
    2017-10-24

Specification

  • Metric Type
    event
  • Dimensional
    Yes
  • Decimal Digits
    No
  • Currency Units
    No
  • 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

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

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