InsightSquared Academy Videos

Rachel Senker avatar Albert van der Waag avatar Lynn Herman avatar
18 articles in this collection
Written by Rachel Senker, Albert van der Waag, and Lynn Herman

Introduction to the InsightSquared Revenue Intelligence Platform

Platform Introduction and Navigation
Rachel Senker avatar
Written by Rachel Senker
Updated over a week ago

Creating and Configuring Actions

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Written by Lynn Herman
Updated over a week ago

Machine Learning Overview

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Written by Lynn Herman
Updated over a week ago

How to Use Interactive Filters

Board Filters and Filter Sets
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Written by Rachel Senker
Updated over a week ago

Running a Pipeline Review

How to Run an Effective Pipeline Review Meeting in the Platform
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Written by Rachel Senker
Updated over a week ago

Pipeline Movement

Understand how your pipeline changed and why
Lynn Herman avatar
Written by Lynn Herman
Updated over a week ago

Pipeline Progression

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Written by Lynn Herman
Updated over a week ago

CRO Forecast Dashboard

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Written by Lynn Herman
Updated this week

Exec Weekly Dashboard

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Written by Lynn Herman
Updated over a week ago

Intro to Platform For Account Execs

Platform Introduction for Account Executives
Albert van der Waag avatar
Written by Albert van der Waag
Updated over a week ago

Intro to Platform for Sales Reps

Platform Introduction for Sales Representatives
Albert van der Waag avatar
Written by Albert van der Waag
Updated over a week ago

Dashboards - Sales Analytics to Platform

Introduction to Dashboards in Platform for Sales Analytics users
Albert van der Waag avatar
Written by Albert van der Waag
Updated over a week ago

Intro to Actions

Introduction to Guided Selling and Instant Actions
Lynn Herman avatar
Written by Lynn Herman
Updated over a week ago

Intro to Dashboards

Introduction to Dashboards in Revenue Intelligence Platform
Albert van der Waag avatar
Written by Albert van der Waag
Updated over a week ago

Creating Insight Cards

Creating Insight Cards in Revenue Intelligence Platform
Albert van der Waag avatar
Written by Albert van der Waag
Updated over a week ago

Updating Insight Cards

Updating Insight Cards in Revenue Intelligence Platform
Albert van der Waag avatar
Written by Albert van der Waag
Updated over a week ago

Interactive Reports

Interactive Reports in Revenue Intelligence Platform
Albert van der Waag avatar
Written by Albert van der Waag
Updated over a week ago

Using Hierarchy

How to use Hierarchy in Revenue Intelligence Platform
Albert van der Waag avatar
Written by Albert van der Waag
Updated over a week ago