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

Lead Engagement Cards Available in the Platform

Lead Touched Yesterday

Lead Touched this Week

Lead Touched Last 30 Days

Lead Responded Yesterday

Lead Responded this Week

Initial Meetings Booked by Rep for Leads

Followup Meetings Booked by Rep for Leads

Number of Meetings Last Week for Leads

Numbers of Meetings Completed This Week for Leads

Numbers of Meetings Upcoming this Week for Leads

Number of Meetings Next Week for Leads

Leads by Rep

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