The InsightSquared Platform provides out of the box insights cards with preset data for common uses, allowing you to hit the ground running. Changes can be made to best fit your needs, visit Editing from the Dashboard and Creating and Editing Insights Cards to learn more about making changes.

The filter list below is standard in all out of the box cards and indicates the data columns that will be provided in the card's report view.

Visible Filters / Columns:

Close Date

Owner Name

Forecast Category Name

Stage Name

Amount

Confidence to Close

Last Touch Date

Last Inbound Touch Date

Last Meeting Date

Last CRM Update Date

Next Meeting

Activity Total

Opportunity Products

Type

Date Entered Stage

Estimated Deal Age

Sales Pipeline Cards Available in the Platform

Opportunities Created this Month

Open Pipeline Closing this Month

Open Pipeline Closing this Quarter by Rep by Close Date

Open Pipeline Closing this Quarter by Rep by Stage

Open Pipeline Closing this Quarter by Rep by Stage Count

Open Pipeline Closing this Quarter by Close Date by Stage

Open Pipeline Closing this Quarter by Stage

Pipeline Today by Product

Activity Total by Confidence to Close

Booked this Quarter

Open Pipeline Closing this Month

Opportunities Closing this Quarter with No Recent Inbound Touch

Date Entered Stage by Week

High Risk Open Opportunities Closing this Month

Opportunities Closing this Month with No Next Meeting

Booked + Commit + Best Case This Month

Opportunities Created this Month by Rep by Stage

Coming Soon

Opportunities

by Employee

by Custom Field

Pipeline Today

by Strike Zone

by Product Family

by Product Schedule

by Team

by Employee Split

Pipeline History

by Stage (Value)

by Stage (Count)

by Employee (Count)

by Employee (Value)

Inflow / Outflow (Value)

Inflow / Outflow (Count)

by Forecast Category

by Custom Cohort

by Close Date

Opportunity Changes

by Date and Value

by Stages

Pipeline Flow

Over Time

by Employee

by Custom Field

Pipeline Coverage

Over Time

by Employee

Push Rates

by Stage

by Employee

by Push Timing

Over Time

Pipeline Velocity

Over Time

by Employee

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