The New Deals metric in IntrixCRM tracks the number of newly acquired sales opportunities or deals within a specified timeframe.
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 New Deals using Databox, follow these steps:
Intrix CRM Sales dashboard template provides you with insights about new, open and closed deals which will help you to track, and grow your sales pipelines.
Open deals metric counts all the deals that are currently active and have not been closed or lost yet in IntrixCRM.
The New Deals Amount by Type metric shows the total value of newly closed deals categorized by their type, providing insights into which types of deals are contributing the most to revenue growth.
The Closed Deals metric is a measurement of the total number of deals that have been successfully completed or closed within a specific time period in IntrixCRM.
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.
Tasks metric in IntrixCRM tracks the progress and completion of assigned tasks related to deals, contacts or projects in real-time, ensuring timely completion and seamless collaboration among team members.
The Tasks by User metric in IntrixCRM provides information on the number of tasks assigned to each user, helping managers monitor workload and productivity.
The Errands by User metric measures the number of errands or tasks assigned to each user within a specified time frame in the IntrixCRM platform. It helps managers track the workload of individual team members and allocate tasks more efficiently.
The Notes by User metric measures the number of notes created by each user in a specified period. This metric helps to track user engagement and productivity levels within the CRM system.