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

Closed Won Trailing 12 Months

Closed Won this Month by Account

Closed Won this Month by Rep

Closed Won this Month by Product

Closed Won this Month by Lead Source

Closed Won this Month by Deal

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

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