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Intrix CRM Appointments by User

The Appointments by User metric tracks the number of appointments scheduled by individual users, providing insight into their productivity and workload in the IntrixCRM system.

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

Appointments by User 2.190,879 Start tracking this metric
  • About
  • Technical Details
What is "Appointments by User"?
The Appointments by User metric in IntrixCRM tracks the number of appointments scheduled by each individual user in the system. This provides valuable insights into the productivity and efficiency of individual team members, allowing management to identify high-performing individuals and areas for improvement. By tracking the number of appointments scheduled, managers can allocate resources more effectively and streamline their appointment scheduling processes.
Example: John wants to monitor the number of appointments scheduled by each salesperson over a month. Using the Appointments by User metric, he can easily track who has the most appointments, adjust schedules, and measure performance.

Visualizations

  • Databox visualization

    Bar and Line Chart

    Used to show comparisons between values.

How to track Appointments by User 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 Appointments by User using Databox, follow these steps:

  1. 1
    Connect Intrix 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 Appointments by User on the Performance screen
  6. 6
    Get Appointments by User performance daily with Scorecards or as a weekly digest
  7. 7
    Set Goals to track and improve performance of Appointments by User
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
Intrix CRM integration with Databox Track Appointments by User from Intrix CRM in Databox GET STARTED

General

  • Description
    The Appointments by User metric tracks the number of appointments scheduled by individual users, providing insight into their productivity and workload in the IntrixCRM system.
  • Category
    Sales
  • Subcategory
    Appointments
  • Date Added
    2017-08-31

Specification

  • Metric Type
    general
  • Dimensional
    Yes
  • Decimal Digits
    No
  • Currency Units
    No
  • Granularities
    Daily, weekly, monthly, yearly, quarterly and all-time.
  • 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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