The Pipeline Today by Employee by Close Date insights card is provided out of the box in the InsightSquared Platform. This card provides you with preset data on all open pipeline closing this quarter by rep by close date, giving instant visibility to where your reps' pipelines stand for the quarter. Changes can be made to best fit your needs, check out Editing from the Dashboard and Creating and Editing Insights Cards to learn more about making changes.

Common Use Cases

  • Pipeline Review
  • Rep 1-1
  • SDR KPI's
  • Marketing Demand Management

This card is created as a bar chart and is seen in the dashboard as shown below:

Click on the card to expand to full report view. In report view, beneath the bar chart are all filters represented in data columns for all opportunities closing this quarter. Learn more about reviewing and navigating reports and bar charts to drill further down into this data.

Content Type

This card has an opportunity content type and will filter and display data based on content from opportunities.

Filters

The opportunity content has been set to filter based on Open Opportunities by the Is Closed filter being set to false, this filter is hidden in your report view since it is the basis of the card and will not need adjusting. The data is also preset to Close Date Relative>This>Quarter in order include opps closing in the current quarter.

A set of standard filters has been set to appear and can be adjusted to best fit your needs using interactive filters or in the card editor.

Calculations

The calculations for opportunity count, average opportunity amount and average opportunity activity total are preset and shown in the card's subtitle.

Opportunity Count: The number of opportunities closing this quarter

Average Opportunity Amount: average amount of opportunities closing this quarter

Average Opportunity Activity Total: average number of activities

Visualization

This is a bar chart card and displays a title, brief calculations, and a bar chart. The bar chart is set to depict Opportunity Owner (reps) on the y-axis, the Opportunity Amount (sum opportunity amounts) on the x-axis with split data stacked and differentiated by close date by month. A line chart overlay shows additional data depicting Opportunity Count over the quarter. Clicking in the card will open a report view for more data and options.

If you run into any issues, please contact support.

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