The InsightSquared Platform Provides an "Ideal Opportunity Profile" model. This model takes characteristics about opportunities you've won and lost, compares them, and then measures how much a current opportunity looks like one you've won in the past.
The InsightSquared platform splits all models into cohorts; by default, this is opportunity type. You can read more about changing this here.
The Ideal Opportunity Profile model is focused on profile characteristics of opportunities, elements of a deal that are independent of execution; by default, we'll analyze basic things like:
Ideal Opportunity Profile Properties
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leadsource
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number of contacts
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number of partners
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opportunity products
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type
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account source
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billing country
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billing state
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industry
It's also possible to change or add fields to your model. Learn more about managing your ML model's details here.
It is highly likely your business has data that would help profile Ideal Opportunity Profile, please engage with your CSM to improve your model!
Once the Model is generated, you can request your ML report from your CSM.
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