Intrix CRM New Deals by Source

How to track New Deals by Source 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 New Deals by Source 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 New Deals by Source on the Performance screen
6. 6

   Get New Deals by Source performance daily with Scorecards or as a weekly digest
7. 7

   Set Goals to track and improve performance of New Deals by Source