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
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