Insight Feed & Dashboard
Goals NEW
Activity Ratios
Activity Tracking
Sales Forecasting
Nightly Status Emails
Data Quality Monitoring
KPI’s
Win/Loss AnalysisNEW
Tagging & Filtering
Employee Scorecards
Opportunity Dashboard- Sales Trending
- Stage TrackingNEW
Campaigns
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Insight Feed & Dashboard
Our InsightFeed is your one stop shop for daily data. The InsightFeed shows a near real-time ticker of the newest activities that drive your business including flagged data errors, sales cycle warnings, placements made and more.
- “Twitter-like” feed of activities
- Six customizable SnapCharts
- Updated on the hour, automatically
Activity Tracking
Our Activity Dashboards show you every move throughout your organization.
- Configurable to track any activity type in your source data
- Drill to see activity for individual employees or clients
- Over-time trending and period-on-period comparisons
Data Quality Monitoring
Our proprietary data quality monitoring engine identifies, ranks, and fixes them for you so that you can run your business with confidence.
- Automatic identification and alerts
- Intelligently fills data errors based on your historic data
- Ranked for your approval based on impact and sensitivity
Tagging & Filtering
Group employees and clients together with our universal tagging system to filter results for just that group.
- Group by industry, team, geography, or however you want
- Every report is filterable
- Compare individuals versus the average performance of a group
Sales Trending
Your Sales team is crushing it this month. Our Sales Trending chart is the perfect visualization to throw up on the big screen to prove it.
- Sales trending for the month, quarter or year
- Hover over for details of each day
- Easily compare current to previous time frames
Goals
Keep your eyes on the prize by defining and monitoring employee activity goals in InsightSquared. Easily see goals broken out by activity.
- Track Sales or Activity Goals
- See individual goals, or by company
- Simple goal setting administration
Sales Forecasting
Understand your sales pipeline and predict the next months of revenue with advanced Sales Forecasting. See how much you are expected to book by client, and by each employee.
- Forecast & visualize sales trends
- Slice by client or by employee
- Predictive analytics for your team
KPIs
Don’t be drowned by meaningless data. Keep on track by paying attention to the Key Performance Metrics (KPIs) that define your business.
- Track industry specific KPIs
- See your most efficient candidate sources
- Trend Activity Ratios with ease
Employee Scorecards
We summarize all the data for an employee in one place so you (and they!) have performance data accessible and constantly updated.
- Collect activity, financial, and KPI data
- Rankings vs peers
- Printable as a summary, or click through for details
Opportunity Stage Tracking
See whether opportunities are spending too much time in the negotiation stage, demo stage, etc.
- Track how long each stage takes
- Diagnose bottlenecks in your cycle
- Slice stages by client, employee, or deal
Activity Ratios
How many calls does it take to close a deal? Knowing the ratios of your activities shows you exactly how efficient your team is performing. Trend ratios over time and see problem areas.
- Ratio of any activity to closed deal
- Over-time visualization for any date range
- Detailed ratios by client
Nightly Status Emails
We help you stay on top of things with a summary delivered to your inbox each night.
- See yesterday’s important activities
- Nightly or Weekly options
- Customizable summary modules
Win / Loss Analysis
Our Won/Lost dashboard shows the rate at which you’ve closed opportunities over time and also by close date. Click the graph legend to see won/lost revenue to give you more information on the success of your business.
- See the win percent of opportunities
- View won/loss by employee
- See won/lost revenue over time
Opportunity Dashboard
Our Opportunity Dashboard shows you four insights in one chart: age of opportunity, value, momentum and amount of effort spent. Zoom to the cluster you want to see and drill down for specific information on each Opportunity. Never let another deal slip through the cracks again.
- At-a-glance overview of your opportunities
- See what deals are in danger of being lost
- Zoomable, drillable interface
Campaigns
See which won you more leads, this email blast or that webinar you ran. Track your primary marketing campaigns to see which was most effective, then track your influencing campaigns to see the activities that helped lead to a conversion.
- Track efficiency of campaigns
- See which activities influenced conversions
- See data through to deal close
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