The Pipeline Today by Employee by Stage Count 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 stage count, instantly showing how many opportunities per stage your reps have in the sales process this 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.
This card has an opportunity content type and will filter and display data based on content from opportunities.
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.
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
This is a bar chart card that displays a title, the above-listed calculations, and a horizontal bar chart. The bar chart is set to depict Opportunity Owner (reps) on the y-axis and the Opportunity Count on the x-axis with split data stacked and differentiated by stage. Clicking in the card will open a report view for more data and options.
If you run into any issues, please contact support.