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.

View net changes over time with Inflow/Outflow Net Value Reports

Inflow / Outflow Net Value Reports track the delta between two different cohorts, visualizing the net change over time for two components (positive change and negative change).

For example, you can create a Pipeline Creation vs. Closed Lost Report to track how much of your created pipeline is closing, then use that data to improve the instances that didn't close and learn from and repeat those that did to help you WIN. MORE. BUSINESS.

You can learn how to create Inflow / Outflow reports here.

Five more things to know...

Interactive Cards

Interactive cards turn a 10 minute admin exercise into a 10 second business user exercise. You can add an out of the box report or report created by your admin to a dashboard and, effectively creating an interactive card. Interactive cards are version of base reports that live on a dashboard and offer you the opportunity to adjust the existing data to fit your current needs...without having to create multiple reports!

With interactive cards:

• You can use the same base report multiple times on a dashboard but adjust each slightly to maintain the basic data but with your own specifications

• Editing a card does not edit the report, so the base reports can be used again and again with different specifications, on different dashboards

• 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

Check out Interactive Cards for articles and videos.

New & Improved Reports Page

Our new report page has an improved search function that includes type ahead search, report type, visualization, and tag filters. The actions available from the reports page include the ability to add a card to a dashboard and for admins to edit current or existing reports.

These improvement make finding and editing reports simpler & faster.

Check out the All Reports Page article & video.

Activity Reporting

Activity Reports allow you to track activity for any business outcome; you can track activity by person or against a set of opportunities, accounts, contacts or leads. Now you can see not only your team's activity volume but exactly where that activity is happening, helping you better understand if your team is working on your key initiatives (closing, pipe generation, campaigns, etc.)

Learn more about creating this report & common use cases here.

Scatter Plot

We have another new visualization available for your reporting needs! Scatter Plot reports illustrate the correlation between two variables. You will select these variables (values) for an x and y axis and Intelligence360 will plot them against each other to create the scatter plot. Each "plot" is one unique data point.

For example, the scatter chart below shows the correlation of specific product line items and their monthly seat price.

Click here to learn more.

You can now view Goal & History Reports in Grid View

Mix up your report game with the option to view your goal and history reports in their regular bar chart OR grid view...find what fits your needs. Simply open the report editor and change the default view to grid.

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: Activity definition split is capped at 10

• Fixed: Save/Copy button not appearing after moving columns around in a report

• Fixed: Progression Graph missing the energy score calculations

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.