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.

We're giving you a sneak peek of our new interactive cards!

Imagine updating a single card to change the time frame of data you're viewing, where you're looking in the hierarchy and renaming the card...turning a 10 minute admin exercise into a 10 second business user exercise. Soon...you can!

Interactive cards will allow you to dynamically change certain data on a card right on the dashboard, on multiple cards, while retaining the basis of the report. While inspecting a dashboard you can quickly change the time frame of data showing, change the point of the hierarchy or even the name of the card. And...these changes only happen right there, that report will remain as it was elsewhere with the same dynamic opportunities for adjustment.

For example, let's say you currently have four Closed Won cards on a dashboard; Closed Won this Week; this Month; this Quarter and; this Year so you can have insight into similar data over different time periods. Interactive reports give you the opportunity to have to ONE Closed Won card where you can dynamically change the time frame based on the data you need in that moment.

With interactive cards:

• Multiple cards can have the same “report”, but with different settings

• Editing a card does not edit the report

• Any viewer of a dashboard can edit any cards on that dashboard, editors can persist changes

Users will be able to dynamically change:

• the timeframe of a report

• the hierarchy level of the card

• the name of the card

Five more things to know...

Content Debug Page

To enable admins to identify issues where data might not be visible in various portions of the product, we’ve created a content debug utility.

This utility allows admin to check:

1. If a record exists in the system

2. If that record is being excluded from results by global filters

3. If that record is authorized for the current user

4. If that record is authorized for the user selected in the hierarchy

Click here to learn more.

Forecast Multi-Currency

Forecasting with multi-currency enabled allows users to input their forecast in their currency. Admins can request this feature be enabled then set up their team currencies and set individual users currencies so they can submit forecasts in their own currency. Learn more about how to set this up here.

Edit Past Forecasts

Anyone with permission can edit a past forecast, just as they would current submissions. If there is a lock icon next to a period, you do not have access to edit. One strong reason for the ability to edit a past forecast is the concept of “leaky quarters”. A leaky quarter is when a deal is booked after the end of a fiscal period against a prior period. For companies dealing with leaky quarters, the forecasting process can continue after a quarter ends.

Alert on Unsaved Dashboards

When changes are made to a dashboard, a warning will populate that unsaved changes have occurred as a reminder to save wanted changes. Users making changes and not saving them makes them do the work again, this alert will help prevent this from happening, improving their dashboard experience. If changes are made that a user does NOT want to save, they can navigate elsewhere to keep the dashboard as it was before changes.

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: Pipeline flow report missing start date in the graph

• Fixed: Content Share View not Showing on Daily Timeline View

• Fixed: Goal Card Showing Wrong Amount

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.