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 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.
Gtmhub