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 Results Cards Available in the Platform
Closed Won this Month by Account
Closed Won this Month by Product
Closed Won this Month by Lead Source
Closed Won this Month by Value
Won/Lost by Lead Source
Won/Lost by Close Date
Won/Lost by Employee
Won/Lost by Client
Won/Lost by Product
Win Factors by Value
Win Factors by Age
Win Rate by Confidence to Close
Win Rate by Rep
Win Rate Opportunities by Product
Win Rate by Number of Contacts
Coming Soon
Deals
by Value
Value Over Time
Bookings
by Campaign
by Team
by Custom
Over Time by Custom Field
by Product Family
by Team
Bookings Trajectory
Over Time
by Product Family
Sales Funnel
by Stage
Over Time
by Value
by Team
by Employee
Open Funnel
by Stage
by Employee
Sales Cycle
Over Time
by Employee
by Client
by Product Family
by Won/Lost
by Custom Field
Won/Lost
Won by Created Date
by Product Family
by Reason
by Custom Field
Win Factors
by Close Date Changes
by Value Changes
by Custom Fields
Scheduled Revenue
Over Time
by Employee
by Product
by Product Family
by Product Mix
by Product Family Mix
by Custom Field
Recent Deals
Recent by Deal
In Period Bookings
Over Time
by Employee
Win Rate
by Number of Meetings