The Deals Landscape insights card is provided out of the box in the InsightSquared Platform. This card provides you with preset data on Closed Won this Month data. 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 headline card and is seen in the dashboard as shown below:

Click on the card to expand to full report view. In report view, beneath the headline data are all filters represented in data columns for all opportunities closed-won this month. Learn more about reviewing and navigating reports and headline cards 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 Closed Opportunities by the Is Closed filter being set to true, 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>Month in order include opps closed in the current month.

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 headline card and displays a title, sum opportunity amount, and a subtitle including opportunity count, average deal size and average activity total.

If you run into any issues, please contact support.

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