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...

Forecast Inspection

The new "Forecast" button in reports for Forecast Inspection brings your forecast data and inline reporting together in a single click. Add in access to Activity by Day and this kind of single-page access to your data pretty much gives you the revenue intelligence version of x-ray vision!

Imagine the power this 1-2-3 Forecast Review Process could provide:

1. "Is this deal engaged?" Click the Activity by Day button to determine the level of engagement of these deals.

2. "How is it forecasted?" Click the Forecast button to inspect why a deal that's not engaged in commit/upside in the forecast. (Without ever having to navigate between pages!)

3. "Should this deal be in commit or upside, or should it be updated?" Compare what's in the CRM (regular report columns) to the Forecast report to assess if a deal is in the correct forecast or needs to be updated. Use Actions to update the CRM.

Learn more about the Forecast Report in the links below:

• Forecast Report Support Article

• Forecast Report Support Video
  

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 20 dashboards below are pre-configured and ready for you! Check out the list below (17 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.

• Rep Performance Dashboard*NEW*

• Win Rate Analysis Deep Dive Dashboard *NEW

• Sales Cycle Analysis Dashboard *NEW*

• 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.

• Average Number of Meetings to Win/Loss by Rep

• Average Number of Activities to Win/Loss by Rep

• Average Number of Pushes to Win/Loss by Rep

• Average Number of Contacts to Win/Loss by Rep

• Closed Won Over Time Trailing 12 Months by Rep

• Opportunity Win Rate by Industry

• Opportunity Win Rate by Lead Source

• Opportunity Win Rate by Value Range

• Leads Created this Quarter

• Sales Cycle by Rep

• Sales Cycle by Product

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.

Attainment by Person Inspection

You've already seen that we can Create a Goal by Person Card, now be sure to use it to go a step further! Clicking on an individual's bar in the chart will open a report with the data relating to that individual and their progress to the goal!

Eight more things to know...

Full Page Scroll

Our visualizations are really important, but so are the reports they represent! Now you can scroll the full page of a report without the visualization freezing at the top. This capability expands the visibility of the report's data while still providing an awesome visual at the top of the report.

Admins can view which boards a user can view/edit in User Management

Go to Team Profile > User Management > Select a user > scroll until you see “Viewable Boards” and/or “Editable Boards” to determine that user's board access.

Admin can edit & delete any filter set they can see in the list view

An admin can edit and delete any report (OOTB / Shared by others) from the filter set interface. This way, if someone left a company having created and shared reports, admin can still delete/edit them later.

Open Summary Board in New Tab

It's important you're able to access an opportunity's details (or lead or other content types) to inspect further information when looking at a report. Now, when clicking the name of a content type, the summary board will now open in a new tab instead of taking you from the report you were in so you don't lose your place!

“Copy” is now an available option in the three-dot menu of a card.

The newly copied card will automatically become available for use without having to make changes in Card settings. So, after copying a card you can either add it as a new card or replace the current card and make edits IN the dashboard!

Retail Period Labels

Platform support supports retail period labels for date histograms so, for example, rather than 2020-06-07 you see FQ2-2021, making your reports much easier to digest.

Integration Warnings

Integration warnings will now be displayed in integrations for primary users when API limits are close to maxing out, so no more surprises! This warning gives the primary user information on what can be done prior to reaching the API limit, further documented here.

Last Modified

Definitions will now show admins information on the most recent edits. You can see below a note of "Last Modified by USER NAME on DATE & TIME".

Even more to know...

New Calculated Properties

• Longest Rep Monologue

• Longest Customer Story

• Number of Rep Questions

• Total Prospect Talk Time

• Last Call Number of Prospect Participants

• Average Conversation Switches

• Average Talk to Listen Ratio

• Average Talking Speed

• Average Listening Skills

• Topics Mentioned

• Average Number of Customer Questions

• Average Number of Rep Questions

• Last Call Topics

• Last Call Themes

• Last Call Duration

Out of the Box Filter Sets

Filter sets that are preconfigured for you out of the box are based on common use and best practices. Filter sets can be applied to any report to help narrow down data to your specific needs. These are the newest we've created for you:

• Lead Converted this Week View

• Lead Converted this Month View

• Next Meeting this Month Pipeline View

• Next Meeting this Quarter Pipeline View

• funnelStage Pipeline Views

• Unconverted Leads

• Contact Type

• Contacts Created this Week

• Prospect/Customer Accounts

Bug Fixes

Our engineering team focused on performance-related bug fixes and UX improvements this month so you will see easier navigation and faster load times across the entire Platform!