The team here at InsightSquared (a Mediafly company) 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.

The one thing you should know...

We have separated out columns and filters to simplify managing each one.

Now, you can add columns to any report from a single “columns” button. Below are links to videos and documentation around the enhancements. Filters are now simpler, and only show when they are actually filtering results.

• How do I add columns to a report? (Article)

• Column Visibility (Co-Pilot Video)

• Adding Filters & Columns (Co-Pilot Video)

More to know...

New activity timeline panel

The new and improved activity timeline in the detail inspection panel is absolute 🔥. See all activity related to a record in a visual that makes it easy to determine which activities are incoming, outgoing or mutual, when the activity took place, who was involved, and even expand for more information.

This view differentiates, in chronological order, inbound/outbound/mutual activities by position and includes activity related data and the option to expand for even more information.

You can map old historic stage values to your “new” stage values.

It's common that, over time, your sales process changes. One of the most obvious ways that occurs is that opportunity stages are updated to reflect the new reality of your business. This can impact the accuracy of your historical data, such as stages that used to exist but no longer do.

We provide that ability to map old historic stage values to your "new" stage values, restoring the accuracy of historical reports and machine learning models.

Click here to learn more.

ICYMI: InsightSquared is becoming Intelligence360

The same insights you know and love...with new colors and branding! InsightSquared is becoming Intelligence360. You'll receive more communication on this soon but we're so excited we wanted you to join us in the hype!

Upcoming Webinar: Intelligence360 Master Class Series

Beginning August 11th, we’ll be hosting three 30-minute webinars over a six-week period. Register once for the entire series and you will get access to the following workshops:

Thursday, August 11th at 1:00 pm CST

7 Sales Metrics for Success: Increase Visibility and Predictability with a consistent process that is proven to win more deals on

Thursday, August 25th at 1:00 pm CST

Avoid Risky Opportunities and Win More Deals in an Economic Downturn: Learn the behaviors of risky opportunities and what actions are proving less productive on

Thursday, September 8th at 1:00 pm CST

Predictable Forecasting in 4 Steps: Get ahead of the stressful forecast rollup call with a process that can easily be followed from the bottom up on

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: Search everything pills don't stay highlighted when selected

• Fixed: Timeline Subtitles not wrapping

• Fixed: Report showing time periods not selected in filters

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.

• 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.