The team here at InsightSquared 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...

You can overlay forecast data on goal cards!

Inspect & compare goals vs. forecast in one place! You can have a line chart overlay of selected forecast data over your goal graph. You can add this overlay the visualization section of either a Goal by Time or Goal by Person Card.

In either a Goal by Time or Goal by Person configuration ( Visualization: Step 6 in the links above), you will have the opportunity to:

• Select "I want to overlay forecasting data" to enable (enabling this overlay is optional)

• Select the forecast types you want to be displayed

• Choose the period type to display (the options populated will be based on the period configuration of the goal card. Eg., If the selected goal allows forecasting on both a monthly and a quarterly basis, choose which set of forecasts you'd like to display, if it allows for only one, no option will appear.)

Check out the forecast overlay on a Goal by Time card illustrating both Commit & Best Cast forecast data over the Expansion Bookings to Goal card by quarter. This overlay

User Status CSV Export

As an admin, you can export the full list of Platform users, their current platform status, and their current integration status. Exports will download to your default CSV (eg., Excel). Learn how here.

Columns exported:

• Name

• Email

• Status (including admin, active, disabled, invited)

• Created Date

• Enabled Date

• First Login Date

• Integration connection info

Multi-currency (Constant Currency)

IS2 now has history tracking on currency fields reflected in your organization's established "corporate currency". For example, previously, if a company’s currency was USD, and an opportunity was in GBP, the opportunity would be converted to USD but the history would not. Now in the same situation, everything would be converted to USD!

Duration Configuration Improvement

When configuring an Insights card to aggregate a duration field (like minutes), users can now enter the interval in the unit of that field. Previously, the interval was always in milliseconds, which isn't the most obvious approach, when the field was configured to display in minutes/hours, etc. Now, what you see is what you get.

Even more to know...

New Calculated Properties

• campaign.closedWonAmountFirstTouch: sum of the amount for all opps where this campaign is the first touch campaign

• campaign.closedWonAmountLastTouch: sum of the amount for all opps where this campaign is the last touch campaign

• campaign.closedWonAmountEqualTouch: sum of the equal touch amount for all opportunities where this campaign is in the campaign names array

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: crowding on y-axis on graphs

• Fixed: for goal attainment roll up

• Goal overlay fixes
  

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 22 dashboards below are pre-configured and ready for you! Check out the list below (20 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.

• Last Quarter Sales Retro

• Conversational Intelligence Advanced Sales Math Dashboard

• Average Sales Price Deep Dive Dashboard

• Rep Performance Dashboard

• Win Rate Analysis Deep Dive Dashboard

• Sales Cycle Analysis Dashboard

• Coaching on Conversations Dashboard

• Territory Management Dashboard

• KPI Trends Dashboard

• Commercial Pipeline 1:1 Dashboard

• Campaign Insights Dashboard

• Advanced Sales Math Dashboard (Without Confidence to Close)

• Enterprise 1:1 Dashboard

• 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

• Exec Weekly Dashboard and video guide

• Last Quarter Funnel Metrics Dashboard

• Team Pipeline 1:1 (Monthly) Dashboard

More Out of the Box Reports...see them live here.

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. With this month's additions...we have over 350 reports built for you right out of the box.

• Pipeline Flow Last Quarter For Opportunities Closing Last Quarter

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.