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All pre-built Copper CRM KPI Widget Templates in Numerics.
Total activities
The total number of activities for your chosen time span.
Most valuable opportunity
Opportunity with the highest monetary value for your chosen time span.
Opportunities by interactions
Opportunities broken down by the number of interactions for your chosen pipeline stage and time span.
Opportunities by priority
Opportunities broken down by priority for your chosen pipeline stage and time span.
Opportunities by probability
Opportunities broken down by the winning probability for your chosen pipeline stage and time span.
Opportunities by status
Opportunities broken down by status for your chosen pipeline stage and time span.
Opportunities by value
Opportunities broken down by monetary value for your chosen pipeline stage and time span.
Top opportunities by interactions
Top opportunities based on the number of interactions for your chosen pipeline stage and time span.
Top opportunities by probability
Top opportunities based on the winning probability for your chosen pipeline stage and time span.
Top opportunities by value
Top opportunities based on the monetary value for your chosen pipeline stage and time span.
Total opportunity value
The total value of opportunities for your chosen pipeline stage and time span.
User opportunity with the highest monetary value for your chosen time span.
User opportunities broken down by the number of interactions for your chosen pipeline stage and time span.
User opportunities broken down by priority for your chosen pipeline stage and time span.
User opportunities broken down by the winning probability for your chosen pipeline stage and time span.
User opportunities broken down by status for your chosen pipeline stage and time span.
User opportunities broken down by monetary value for your chosen pipeline stage and time span.
Top user opportunities based on the number of interactions for your chosen pipeline stage and time span.
Top user opportunities based on the winning probability for your chosen pipeline stage and time span.
Top user opportunities based on the monetary value for your chosen pipeline stage and time span.
The total value of user opportunities for your chosen pipeline stage and time span.
Contacts
The total number of contacts added to your account for your chosen contact type and time span.
Top contacts by interactions
Top contacts based on the number of contact interactions.
Closest task
The closest task in your account together with its priority as a postfix.
Total due tasks
The total number of user tasks to be completed in your chosen time span.
Total tasks
The total number of user tasks created in your chosen time span.
Copper CRM Integration Specifications:
Widget Templates:
26
Authentication Type:
Token based auth
Supported plans:
Professional and Business
API Rate limit:
180 Requests every minute
Based on the official Copper CRM API limits.
Copper CRM, Inc. Support:
Copper CRM Support
Numerics at Copper CRM
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