The Intelligence360 ties your value selling technology to deal health, win/loss rates, conversion rates, sales cycle length, customer retention, individual rep performance and more. It gives you access to real-time, customizable, flexible dashboard reporting on usage by industry, location, tool type and more.
Intelligence360 will soon provide several out of the box value analysis reports that allow you to hit the ground running with pre-configured reports based on common report needs, while also giving you the power to adjust those reports to fit your specific needs. Or, you can create your own reports from scratch.
Before you can start inspecting your Value reports, ensure your admin has Setup the Value360 Integration.
Jump to:
Reading Intelligence360 Reports
Common Value Analysis Reports
Analysis Created by {Template Name}
Average Payback Period by Industry
Analysis Created
Headline Card illustrating the amount of analysis created in a time frame (you could use this for Avg. Payback Period, Avg. ROI, Avg. Cost of doing nothing, etc.)
Analysis Created by Industry
Bar Chart illustrating the amount of analysis created in a time frame broken out by the industry field from your value tool
Analysis Created by {Template Name}
Pie Chart illustrating the amount of analysis created in a time frame broken out by the template name of the value tool
Analysis Created by Rep
Bar Chart illustrating the amount of analysis in the team frame broken out by user
Analysis Created Over Time
Bar Chart illustrating the amount of analysis created over a specified time frame
Average Payback Period by Industry
Bar Chart illustrating what industries have the longest average payback periods
Reading Intelligence360 Reports
The Intelligence360 integration allows Intelligence360 to sync with Value360 to pull data for reports. Once a report is configured to include all the desired data you will be able to inspect both the report visualization (headline reports, bar charts, etc.), hover to inspect itemized data, inspect the data table beneath the report, etc. Here's a quick overview of what that will look like in Intelligence360.
Each report will have a visualization on top (in this case, it's a bar chart) with a table of associated report data below. In the gif above you can see that you have several options in report inspection:
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Hovering over a bar presents a pop up with itemized data
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Click on a bar adjusts the chart and the report data below to include only information for that bar
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You can select multiple options in the legend below the visualization to select multiple bars and have the report data adjust accordingly
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You can search for specific data
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You can export report data
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Plus so much more!
Intelligence360 Reporting Resources
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Creating / Editing Reports (Admin Only): Learn more about creating net new reports or adjust existing reports to best fit your needs
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All Reports Page: Search & manage existing reports
*These resources support the entire Intelligence360 Platform, some features may not be applicable to the Value360/Intelligence360 integration.
Intelligence360 Dashboards Resources
Dashboards: Dashboards give you a place to add your reports as interactive cards where they are customizable, adjustable, and visible amongst other similar reports to give you a quick stop view of certain data
Interactive Cards: Turn your base reports into customizable, adjustable cards on a dashboard for quick access to more specific data
*These resources support the entire Intelligence360 Platform, some features may not be applicable to the Value360/Intelligence360 integration.
If you run into any issues, please contact support.
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