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How it works

Your Salesforce account

We take the data from Salesforce and create beatiful insights

Revenue
28910

Gtmhub insights

The insights are available on dashboards and can be attached to your Key results.

Key result - Increase revenue
100000

Your Key result

The Key results gets updated automatically every day, so you don't need to worry about it.

Here are the insights that are available Out-of-the-box

  • Won Opportunities Amount

    Calculates amount of won opportunities for the selected period.

  • Number of won opportunities

    Number of won opportunities for the selected date range.

  • Won opportunities by date and type

    Plots won opportunities by date and type.

  • Open opportunities by type

    Plots open opportunities by type. Closing date should be in the selected date period.

  • Average sales lifecycle

    Average sales lifecycle for won opportunities.

  • Opportunities pipeline

    Opportunities in the pipeline, grouped by stage. Filtered by opportunity created date.

  • Sales forecast

    Calculates sales forecast based on expected revenue from opportunities and their close date.

  • Average deal size

    Calculates average deal size for won opportunities.

  • Opportunity sources

    Calculates lead source performance for open opportunities.

  • Dormant opportunities

    Number of open opportunities where there is no activity for the last 7 days or there is no activity at all.

  • Sales by account

    Displays the accounts that have closed deals in the selected date range.

  • Sales by lead source

    Calculates amount of won opportunities for the selected period for available lead sources. Defaults to current quarter date range.

  • Sales by representative

    Displays the sales reps that have closed deals in the selected date range.

  • Sales this month

    Calculates amount of won opportunities for this month.

  • Sales last month

    Calculates amount of won opportunities for last month.

  • Sales - this month vs last month

    Calculates amount of won opportunities for this month compared to last month.

  • Bounced leads

    Number of leads whose email address has bounced, created in the selected date range.

  • Converted leads

    How many leads were converted in the selected date range.

  • Dormant leads

    Number of leads where last activity date is older than 15 days ago.

  • Leads by status

    Plots leads by their status. Filters leads by date created.

  • Lead sources

    Breaks down performance of lead sources.

  • Active campaigns

    Active campaigns - campaigns with status "In Progress"

  • Campaign influenced opportunities

    Calculates number of open opportunities that have been influenced by campaigns. Filters by created date for the opportunity.

  • Revenue from campaigns

    Calculates amount of sales generated by sales campaigns. Filters by close date for the opportunity.

  • Campaign cost

    Cost of campaigns. Comparison of actual versus budgeted.

  • Campaigns

    Stats about campaigns.

  • Closed actitivities

    Activities created in the selected date range that are closed.

  • Emails

    Email activities created in the selected date range that are closed.

  • Meetings

    Meeting activities created in the selected date range that are closed.

  • Calls

    Call activities created in the selected date range that are closed.

  • Other activities

    Other activities created in the selected date range that are closed.

  • Scheduled activities

  • Scheduled emails

    Emails created in the selected date range that are not done.

  • Scheduled meetings

    Meetings created in the selected date range that are not done.

  • Scheduled calls

    Calls created in the selected date range that are not done.

  • Other scheduled activities

    Other activities created in the selected date range that are not done.

  • Scheduled tasks

    Tasks created in the selected date range that are not done.

  • Tasks

    Task activities created in the selected date range that are closed.

  • Activities by sales rep

    Activities created in the selected date range that are closed, grouped by sales rep and activity type.

  • Scheduled activities by sales rep

    Activities created in the selected date range that are not closed, grouped by sales rep and activity type.

  • Overdue activities by sales rep

    Activities created in the selected date range that are not closed and are overdue, grouped by sales rep and activity type.