The Won/Lost by Lead Source insights cards are provided out of the box in the InsightSquared Platform. These cards provide you with preset data on opportunities won/lost by lead source count and by lead source value allowing immediate visibility into lead source success rates by both metrics. 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

These cards are created as bar chart cards. Below is the Lead Source by Count card as it is shown on a dashboard, the Lead Source by Value card has the same setup, only differing in the x-axis which displays total opportunity amount (Value) instead of opportunity count.

Click on the card to expand to full report view. In report view, beneath the bar chart data are all filters represented in data columns for closed opps this month. Learn more about reviewing and navigating reports and bar chart 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 bookings Closed by the Close Date filter, set to Relative>In the Last>12 Months>From Now to produce only opps closed in the last 12 months.

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

Visualizations

Won/Lost Opps Close Trailing 12 Months by Lead Source Count Card

This is a bar chart card with a heading that displays opportunity count, average deal size and average activity total. There is a horizontal bar chart illustrating opportunity count on the x-axis, opportunity lead source on the y-axis and a line chart depicting win rate data.

Won/Lost Opps Close Trailing 12 Months by Lead Source Value Card

This is a bar chart card with a heading that displays opportunity count, average deal size and average activity total. There is a horizontal bar chart illustrating sum opportunity amount on the x-axis and opportunity lead source on the y-axis.

If you run into any issues, please contact support.

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