Intelligence360 provides many different kinds of visualizations and analytics, here's the list.

Analytics

• Analytics / Insights are available for all content types, to learn more click here.

• Visualization Types

  • Headline Reports (a key metric summary viz)

  • Content List Report (a list of records matching criteria)

  • Content Grid Report (a report grid you can view on a card)

  • Bar Chart (a key metric displayed as horizontal or vertical bars)

  • Metrics Table (chart data displayed in a table)

  • Pie Chart (split a metric into a ratio percentage)

  • Line Charts (a key metric displayed as a line)

  • Percent Ratio (area chart based on percent of split data)

  • Area Chart (line chart with color filled areas between lines)

  • Actions Lists (interactive action feed)

  • Activity Report

  • Compare Closed Opportunities

  • Flow Reports

  • Idealized Funnel

  • Inflow / Outflow, Net Value Report

  • Scatter / Bubble Chart Report

History Analytics

• Opportunity

  • Stage Conversion Funnel (Show a funnel and conversion metrics for stages)

  • Progression (show what opportunities have progressed stages)

  • Opportunity History Over Time (for all fields with track changes enabled)

  • Movement (show changes to a set of currently matching opportunities)

• Opportunity Product

  • Opportunity Product History Over Time (for all fields with track changes enabled)

• Lead

  • Lead Status Funnel (Show a funnel and conversion metrics for lead status)

  • Lead History Over Time (for all fields with track changes enabled)

• Contact

  • Contact History Over Time (for all fields with track changes enabled)

Goals

Goals are available for all content types..

• Attainment vs Goal Period

  • Attainment

  • % attainment

  • Gap to Goal

  • Gap to Goal to Date (straight-line trend of attainment)

• Attainment by Person

• Goal Headline