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

Advanced Sales Math Cards Available in the Platform

Confidence to Close by Number of Meetings (Open Pipeline)

Win Rate by Inbound Email Total

Confidence to Close by Inbound Email (Open Pipeline)

Average Number of Inbound Emails to Win-Loss

Win Rate by Deal Age at Close

Confidence to Close by Deal Age (Open Pipeline)

Average Deal Age at Close to Win-Loss

Win Rate by Activity Total

Confidence to Close by Activity Total (Open Pipeline)

Average Activity to Win-Loss

Average Number of Meetings to Win-Loss

Confidence to Close by Number of Contacts (Open Pipeline)

Average Number of Contacts to Win-Loss

Add OOTB Inbound Email Total Field

Win Rate by Number of Opportunity Pushes

Confidence to Close by Number of Opportunity Pushes (Open Pipeline)

Average Opportunity Pushes to Win-Loss

Adding Advanced Sales Math Tag and Close Date Filter to Win Rate by Number of Contacts

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