Numerics integrates with Copper CRM to let you create sales dashboards to visualize your sales pipeline. Keep an eye on the value of opportunities in Numerics dashboards. It also lets you combine business metrics from PipelineCRM, Pipedrive, Google Analytics, Google Sheets & a variety of tools in your tech stack - into a unified, sales dashboard that is glanceable and easy to understand.
With Numerics, you never lose sight of how your contacts, campaigns, and deals are performing. Now focus on the KPIs that matter most and make data-driven decisions anywhere, every time!
Copper CRM is the only Google-recommended CRM that helps teams build better relationships to drive lasting revenue.
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Pre-built Copper CRM KPI Templates.
Easy-to-use widget templates that serve as the building blocks to customizing your Copper CRM dashboard.
Easy custom CRM & Support dashboard design.
Connect with your Copper CRM account and create your own dashboards in minutes. No coding or training is required.
Copper CRM Dashboard Setup GuideSecure, direct device-to-Copper CRM connections.
The only Copper CRM Dashboard tool on the planet that does not replicate your data and connects to the Copper CRM servers directly from your devices. No intermediary cloud servers, secure by design.
KPIs & Key Metrics for Copper CRM Dashboards
Build live CRM & Support dashboards using the pre-designed Copper CRM dashboard widgets or KPI templates listed below.
Basic
Total activities
The total number of activities for your chosen time span.
Opportunities
Most valuable opportunity
Opportunity with the highest monetary value for your chosen time span.
Opportunities by priority
Opportunities broken down by priority for your chosen pipeline stage and time span.
Opportunities by interactions
Opportunities broken down by the number of interactions 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.
User
Most valuable opportunity
User opportunity with the highest monetary value for your chosen time span.
Opportunities by priority
User opportunities broken down by priority for your chosen pipeline stage and time span.
Opportunities by interactions
User opportunities broken down by the number of interactions for your chosen pipeline stage and time span.
Opportunities by probability
User opportunities broken down by the winning probability for your chosen pipeline stage and time span.
Opportunities by status
User opportunities broken down by status for your chosen pipeline stage and time span.
Contacts
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.
Tasks
Closest task
The closest task in your account together with its priority as a postfix.
Total tasks
The total number of user tasks created in your chosen time span.
Total due tasks
The total number of user tasks to be completed in your chosen time span.
A Native Copper CRM Dashboard App for all your Apple devices
Apple Watch: Wear your Copper CRM KPIs.
Copper CRM Metrics Everywhere!
Have your KPIs & metrics break out of your CRM & Support dashboard app into other parts of your devices.
Lock-screen widgets on your iPhone.
Keep track of your most important Sales metrics of Copper CRM right from your iPhone lock screen.
Notification center widgets for your Mac.
Connect your Copper CRM metrics to your MacOS sidebar.
Copper CRM data driven home screens for your iOS Devices.
Native home screen widgets for your iPad & iPhone powered by data from your Copper CRM account.
Watch complications for your Apple Watch faces.
Design a custom CRM & Support watch face using Copper CRM data.
Make Siri Copper CRM data aware!
“Hey Siri, which is the most valuable opportunity in the last 30 days?"
“Quantum Computers Inc. is the most valuable opportunity in the last 30 days.”
Stream & share Copper CRM KPIs with other users.
Stream a CRM & Support dashboard to other Numerics users & co-create dashboards with your team in real-time via secure iCloud sharing & collaboration with Messages.
Related Documents:
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Copper CRM Dashboard Setup Guide
A quick guide to getting started with Copper CRM dashboards in Numerics.
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Browse all Copper CRM specific Numerics documentation.
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Securely share your CopperCRM dashboards with teams using templates.
Deploy group dashboards organization-wide. Import templates using a guided wizard.
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Display real-time dashboards on Apple TV to keep team members focused on their work.
An CopperCRM Team Dashboard App for the Apple TV
Related Blog Posts:
Copper CRM Integration Specifications:
Copper CRM, Inc. Support:
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