Metrics enables users to view and generate reports based on additional data obtained from user and client activity, without any additional effort. This process is entirely automatic. Get additional information such as the date of the last contact, the number of days a case has been open, or the average number of days needed to close an opportunity, and many more.
List of fields
Leads
- Last contact on (Email, Call, Meeting)
- Last contact with
- Last contact with (internal use)
- Last contact in days
- Calls Total
- Number of scheduled calls
- Next Call on
- Emails Total
- Last Call on
- Last Email on
- Next contact on (Email, Call, Meeting)
- Next Activity Type
- Next Activity Subject
- Next Activity ID
- Next Activity URL
Contacts
- Last contact on (Email, Call, Meeting)
- Last support request on
- Last contact with
- Last contact with (internal use)
- Last contact in days
- Last Call on
- Next Call on
- Calls Total
- Number of scheduled calls
- Amount of related Opportunities
- Ø Days for deal
- Last Email on
- Emails Total
- Cases Total
- Ø Time to resolution
- Next contact on (Email, Call, Meeting)
- Next Activity Type
- Next Activity Subject
- Next Activity ID
- Next Activity URL
Accounts
- Calls Total
- Last contact in days
- Contacts Total
- Emails Total
- Amount of related Opportunities
- Ø Days for deal
- Number of open Opportunities
- Number won Opportunities
- Cases Total
- Ø Time to resolution
- Sum of all open Opportunities
- Total sales
- Last support request on
- Number of scheduled calls
- Next activity on (Email, Call, Meeting)
- Next Activity Type
- Next Call on
Opportunities
- In processing since days
- Days for Deal
- Calls Total
- Emails Total
- Last Call on
- Last Email on
- Contacts Total
- Minutes on stage
- Days on stage
- Weeks on Stage
- Last activity on
- Last activity in days
- Next Activity Subject
- Duration (days)
- Duration (weeks)
- Closed date
- Days left (Expected Close Date)
- Days overdue (Expected Close Date)
Cases
- Received on weekday
- Last Email on
- Calls Total
- Last Call on
- In processing since days
- Time to resolution
- Emails Total
- Start Date
- Processing End
Calls
- Notes Count
- Recipients Count
- Completed On
- Days before start
- Start Days overdue
Meetings
- Notes Count
- Recipients Count
- Completed On
- Days before start
- Start Days overdue
Tasks
- Notes Count
- Completed On
- Days before start
- Start Days overdue
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