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Intrix CRM Open Deals by Stage

This metric displays the number of open deals in each stage of the sales process, providing a clear overview of the current state of your sales pipeline.

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

Open Deals by Stage 2.190,879 Start tracking this metric
  • About
  • Technical Details
What is "Open Deals by Stage"?
The Open Deals by Stage metric in IntrixCRM displays the number of deals that are currently active and have not yet been closed, grouped by their respective stages in the sales pipeline. This helps sales teams prioritize their efforts and focus on deals that are in the most important or promising stage of the pipeline. Additionally, it allows managers to track the progress of each stage and identify areas for improvement in the sales process.
Example: Example: The Open Deals by Stage metric can help identify which stage of the sales process needs improvement to increase conversion rates, such as a high number of open deals in the qualification stage indicating a need for better lead scoring.

Visualizations

  • Databox visualization

    Bar and Line Chart

    Used to show comparisons between values.

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

Intrix CRM Open Deals by Stage included in Dashboard Templates 1

  • Live view

    Intrix CRM (sales)

    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.

    Intrix CRM

General

  • Description
    This metric displays the number of open deals in each stage of the sales process, providing a clear overview of the current state of your sales pipeline.
  • Category
    Sales
  • Subcategory
    Deals open
  • 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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