The team here at Intelligence360 continues to innovate and improve what the Platform can do for you. Check out all the releases, improvements, and fixes that have rolled out — helping to take your Revenue Intelligence game to the next level.

Idealized Funnel

This flexible, "idealized" funnel calculates conversion metrics for all content types, using any calculation (value/count), and can be displayed as a grid or a funnel. Imagine the possibilities of being able to see how your business is doing at any stage in the process, and we're not just talking about pipeline by stage, but any content type.

The power in a flexible funnel report is being able to determine where success is happening so you can learn why, and repeat it; or discover where it's not happening, learn why, and fix it.

Here are some common funnel reports:

• Leads Conversion Funnel

• Forecast Category Conversion Funnel by Value

• Funnel Status Conversion Funnel by Value

• Meeting Conversion Funnel by Count

• Stage Conversion Funnel by Count / Value

• MQL to Opp Creation

Learn more about creating Idealized Funnel reports here.

Three more things to know...

Heat Map

Use the Heat Map report visualization when you want to provide an easily understandable, intuitive visualization of information that shows data range by color. This visualization can be adapted to so many reports to improve awareness alongside efficiency in sharing and inspecting various perspectives of your business.

Think of some of the use cases just around Win Rate: Win Rate by industry, by product, over time, by type, or how your products are doing by industry or competitor. That's just a few perspectives of a single content type...the Heat Map possibilities are endless! Learn more here.

Pipeline Coverage Report

Make it easy to determine if you have enough pipeline to reach your bookings goals and see how your entire org, team or individuals' pipelines are progressing with Pipeline Coverage reports.

Learn how to create pipeline coverage goals and reports here and gain immediate insight into your open pipeline.

Easily find which dashboards a report lives on

The All Reports page already makes it easy to find the reports you need, but did you know it can also take you directly to the dashboard a report lives on? Easily populate a list of the dashboard(s) a report lives on and quickly open that dashboard for further inspection.

Learn more here.

Bug Fixes

We love keeping open communication with you and value all forms of feedback. Here are a few bugs that came up and were fixed by our awesome Engineering Team to keep your business running smoothly!

• Fixed: Not able to remove filters in Actions

• Fixed: Hierarchy issues on Reports page

• Fixed: Email signature edit issues

On the Road to Complete Dashboard Management

The out of the box Dashboard experience keeps getting better. Hit the ground running faster than ever with both out-of-the-box cards and dashboards!

Out of the Box Dashboards

We have over 40 out-of-the-box dashboard templates! The dashboards below are pre-configured and ready for you! Check out the list below (with links to full docs and videos with more information). With over 40 templates underway, chances are we have a template for your needs. Contact your CSM to learn more.

• Commercial Pipeline 1:1 With Opp Splits Dashboard Guide

• Sales / Marketing Alignment Dashboard

• Exec Weekly Dashboard and video guide

• Win Rate Analysis Deep Dive Dashboard

• Territory Management Dashboard

• Enterprise 1:1 Dashboard

• Forecast Accuracy Dashboard

• Last Quarter Sales Retro

• Conversational Intelligence Advanced Sales Math Dashboard

• Average Sales Price Deep Dive Dashboard

• Rep Performance Dashboard

• Sales Cycle Analysis Dashboard

• Coaching on Conversations Dashboard

• KPI Trends Dashboard

• Commercial Pipeline 1:1 Dashboard

• Campaign Insights Dashboard

• Advanced Sales Math Dashboard (Without Confidence to Close)

• Win / Loss Analysis Dashboard

• CSM Renewal Dashboard

• Advanced Sales Math Dashboard

• CRM Hygiene Dashboard

• CRO Forecast Review Dashboard and video guide

• Contact Engagement Dashboard

• Lead Engagement Dashboard

• Last Quarter Funnel Metrics Dashboard

• Team Pipeline 1:1 (Monthly) Dashboard

Out of the Box Reports

These cards are created out of the box for you based on best practices and can be edited or copied and adjusted to best fit your needs. We have over 350 reports built for you right out of the box. See them live here.

Pro tip: Check out this article for detailed instructions on taking a current card and creating a new, similar card without having to start from scratch.