February 2023 Release Notes

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.

The one thing you should know

Card Filters

Your dashboards just became even more adaptable than ever! In addition to reports already being built for you, you can further customize an interactive card by adding, updating, and removing card level filters. Filters that are already included in the base report will not be available in the card filter menu. Once a card filter is added, the card data will adjust accordingly.

Card filters give you the power to inspect the same data from different angles, further specify existing report data, basically, if you can dream it, you can see it!

Check out card filters to learn more.

Four more things to know...

Change View Type

You can change the view type of a card if you want to see the data using a different visualization than the base report without every leaving the dashboard.

Attainable

You can add an "Attainable Filter" to a goal that will allow you to show attainable data in goal reports so you can visually track progress to goal, coverage, and historical pipeline. (Eg. "Here's where we are/were (attained) and here's where we could be/could have been (attainable).")

Bubble Chart

We've already introduced Scatter Plots, but now you can use dynamic bubble sizes in Scatter / Bubble Chart Reports to indicate data volume!

New OOTB Reports

With all of the recent report visualization releases, we've created more out of the box reports based on common use cases for certain data and report types. Click on any of the links below to open these OOTB reports in your own instance, with your own data! (Keep in mind that not all reports apply to all organizations.)

Compare Mode

• Bookings by Close Month This Year and Last

• Deals by Close Month This Year and Last

• Sales Cycle by Close Month This Year and Last

• Win Rate by Close Month This Year and Last

• Average Sales Price by Close Month This Year and Last

Heat Map

• Rep Win Rate Over Time

• Future Period Confidence to Close by Opportunity Type

• Win Rate Over Time by Opportunity Type

Idealized Funnel

• All Lead Conversion Funnel

• Conversion by Stage - Count (Closed Funnel)

• Conversion by Stage - Count (Open Funnel)

• Conversion by Stage - Value (Closed Funnel)

• Conversion by Stage - Value (Open Funnel)

Activity Insights

• All Activities by Rep

• Open Pipeline Closing Activity by Rep

Area Chart

• Pipeline Creation Trend by Industry

Inflow/Outflow

• Pipeline Inflow Outflow by Previous Stage

• Pipeline Inflow Outflow Net Value

Scatter / Bubble Chart

• Average Deal Size by Deal Age at Close

• Content Share Performance

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: Gap to Goal not showing

• Fixed: Team hierarchy not drilling down accurately

• Fixed: UI font/alignment 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.