Knowledge Base/Progress/Insights Reporting/Replicating old repor...

Replicating old reports in Insights

JT
Jenny Takahara, June 24, 2021

The old Reports and Dashboards features will be retired by Q4 of 2020 and replaced by the new Insights feature. You can easily replicate your old reports in the Insights feature while also being able to add additional customization and improved visualization of your sales progress.

Note: When creating an insights report, there will be a default filter created. Similar to the old reports where you can filter for a specific pipeline, team, or time frame, you will be able to adjust the filter of your Insights report according to the data you want to see.

Activities Effort

The four reports under Activities Effort can be replaced in Insights with Activity Performance and Email performance reports.

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1 & 2— Activities added and Activities completed

To create an insights report based on activities added or completed, go to Insights > Add report > Activity, and select an Activity performance report.

Screen_Shot_2020-08-06_at_3.50.26_PM.png


Activities added— How many activities were added by user?

  • Filter by— Add time is [], Pipeline is [], Assigned to user/team is []
  • Measure by— # of activities
  • View by— Assigned to user
  • Segment by— Type
Screen_Shot_2020-08-12_at_5.53.42_PM.png


Activities added— How many activities were added by user over time?

  • Filter by— Add time is [], Pipeline is [], Assigned to user/team is []
  • Measure by— # of activities
  • View by— Add time
  • Segment by— Assigned to user
Screen_Shot_2020-08-18_at_5.21.09_PM.png


Activities added— How many activities were added by type?

  • Filter by— Add time is [], Pipeline is [], Assigned to user/team is []
  • Measure by— # of activities
  • View by— Type
  • Segment by— None
Screen_Shot_2020-08-18_at_6.25.59_PM.png


Activities added— How many activities were added by type over time?

  • Filter by— Add time is [], Pipeline is [], Assigned to user/team is []
  • Measure by— # of activities
  • View by— Add time
  • Segment by— Type
Screen_Shot_2020-08-18_at_6.26.52_PM.png


Activities completed— How many activities were completed by user?

  • Filter by— Marked as done time is [], Pipeline is [], Assigned to user/team is []
  • Measure by— # of activities
  • View by— Assigned to user
  • Segment by— Type
Screen_Shot_2020-08-18_at_7.26.49_PM.png


Activities completed— How many activities were completed by user over time?

  • Filter by— Marked as done time is [], Pipeline is [], Assigned to user/team is []
  • Measure by— # of activities
  • View by— Marked as done time
  • Segment by— Assigned to user
Screen_Shot_2020-08-18_at_7.27.12_PM.png


Activities completed— How many activities were completed by type?

  • Filter by— Marked as done time is [], Pipeline is [], Assigned to user/team is []
  • Measure by— # of activities
  • View by— Type
  • Segment by— None
Screen_Shot_2020-08-18_at_7.25.58_PM.png

Activities completed— How many activities were completed by type over time?

  • Filter by— Marked as done time is [], Pipeline is [], Assigned to user/team is []
  • Measure by— # of activities
  • View by— Marked as done time
  • Segment by— Type
Screen_Shot_2020-08-18_at_7.28.26_PM.png

3 & 4— Emails sent and Emails received

To create an insights report based on emails received or sent, go to Insights > Add report > Activity, and select an Emails performance report.

Screen_Shot_2020-08-06_at_5.21.46_PM.png



Emails sent— how many emails were sent by user
?

  • Filter by— Sent/received time is [], Direction is sent, User/team is []
  • View by— User
  • Segment by— None
Screen_Shot_2020-08-18_at_7.46.26_PM.png


Emails sent— How many emails were sent by user over time?

  • Filter by— Sent/received time is [], Direction is sent, User/team is []
  • View by— Sent/received time
  • Segment by— User
Screen_Shot_2020-08-18_at_7.47.05_PM.png


Emails received— how many emails were received by user
?

  • Filter by— Sent/received time is [], Direction is received, User/team is []
  • View by— User
  • Segment by— None
Screen_Shot_2020-08-18_at_7.47.33_PM.png


Emails received— How many emails were received by user over time?

  • Filter by— Sent/received time is [], Direction is received, User/team is []
  • View by— Sent/received time
  • Segment by— User
Screen_Shot_2020-08-18_at_7.48.14_PM.png

Pipeline Performance

The four reports under Pipeline Performance can be replaced in Insights with Deal Performance, Deal Progress, Deal Duration, and Deal Conversion reports.

Screen_Shot_2020-08-18_at_8.51.13_PM.png

1— Deals started

To create an Insights report based on deals started, go to Insights > Add report > Deal, and select a Performance report.

Screen_Shot_2020-08-11_at_4.17.10_PM.png

Deals started— How many new deals were started by user?

  • Filter by— Deal created is [], Pipeline is [], Owner/team is []
  • Measure by— Number of deals/deal value
  • View by— Owner
  • Segment by— None
Screen_Shot_2020-08-18_at_7.55.31_PM.png

Deals started— How many new deals were started by user over time?

  • Filter by— Deal created is [], Pipeline is [], Owner/team is []
  • Measure by— Number of deals/deal value
  • View by— Deal created
  • Segment by— Owner
Screen_Shot_2020-08-18_at_8.02.34_PM.png

Deals started— How many new deals were started by current status over time?

  • Filter by— Deal created is [], Pipeline is [], Owner/team is []
  • Measure by— Number of deals/deal value
  • View by— Deal created
  • Segment by— Status
Screen_Shot_2020-08-18_at_8.03.19_PM.png

Deals started by products— How many deals were started by product?

  • Filter by— Deal created is [], Pipeline is [], Owner/team is []
  • Measure by— Number of products/Product value
  • View by— Product
  • Segment by— None
dealsstartedbyproducts.png

Deals started by products overtime— How many deals were started by product over time?

  • Filter by— Deal created is [], Pipeline is [], Owner/team is []
  • Measure by— Number of products/Product value
  • View by— Deal created
  • Segment by— Product
Screen_Shot_2020-12-02_at_1.43.40_PM.png


2— Deal progress

To create an Insights report based on deal progress, go to Insights > Add report > Deal, and select a Progress report.

Screen_Shot_2020-08-11_at_4.42.30_PM.png

Deal progress — How are deals progressing by stage?

  • Filter by— Date of entering stage is [], Pipeline is [], Owner/team is []
  • Measure by— Number of deals/deal value
  • View by— Stage entered
  • Segment by— None

Screen_Shot_2020-08-18_at_8.04.29_PM.png


Deal progress — How are deals progressing by stage over time?

  • Filter by— Date of entering stage is [], Pipeline is [], Owner/team is []
  • Measure by— Number of deals/deal value
  • View by— Date of entering stage
  • Segment by— Stage entered

Screen_Shot_2020-08-18_at_8.06.00_PM.png


Deal progress — How are deals progressing by user?

  • Filter by— Date of entering stage is [], Pipeline is [], Owner/team is []
  • Measure by— Number of deals/deal value
  • View by— Owner
  • Segment by— Stage entered
Screen_Shot_2020-08-18_at_8.09.41_PM.png
Note: There's currently no way to report on deal progression by user over time.

3— Deal velocity

To create an Insights report based on deal velocity, go to Insights > Add report > Deal, and select a Duration report.

Screen_Shot_2020-08-11_at_4.42.36_PM.png

Deal velocity— How long is our sales process by stage?

  • Filter by— Deal closed on is [], Pipeline is [], Owner/team is []
  • View by— Date of entering stage
Screen_Shot_2020-08-18_at_8.22.32_PM.png

Deal velocity— How long is our sales process by stage over time?

  • Filter by— Deal closed on is [], Pipeline is [], Owner/team is []
  • View by— Deal closed on
Screen_Shot_2020-08-18_at_8.23.07_PM.png

Deal velocity— How long is our sales process by user?

  • Filter by— Deal closed on is [], Pipeline is [], Owner/team is []
  • View by— Owner
Screen_Shot_2020-08-18_at_8.27.24_PM.png
Note: Reporting on the deal velocity by user over time is not available in Insights right now.

4— Deal conversion

To create an Insights report based on deal conversion go to Insights > Add report > Deal, and select a Conversion report.

Screen_Shot_2020-08-11_at_4.42.41_PM.png

Deal conversion— What are our deal conversion rates for closed deals by stage?

  • Filter by— Deal closed on is [], Pipeline is [], Owner/team is []
  • Measure by— Number of deals/deal value
  • View by— Stage entered

Screen_Shot_2020-08-18_at_8.29.07_PM.png

Deal conversion—What are our deal conversion rates for closed deals by stage over time?

  • Win/lost tab
  • Filter by— Deal closed on is [], Pipeline is [], Owner/team is []
  • Measure by— Number of deals/deal value
  • View by— Deal closed on []
Screen_Shot_2020-08-24_at_12.24.40_PM.png

Deal conversion— What are our deal conversion rates for closed deals by user?

  • Win/lost tab
  • Filter by— Deal closed on is [], Pipeline is [], Owner/team is []
  • Measure by— Number of deals/deal value
  • View by— Owner
Screen_Shot_2020-08-24_at_12.27.50_PM.png
Note: Reporting for deal conversion for closed deals by user over time is unavailable in Insights right now.

Sales Performance

The reports under Sales Performance can be replaced in Insights with Deal Performance reports.

Screen_Shot_2020-08-18_at_8.51.18_PM.png

1 & 2— Deals won and Deals lost

To create an Insights report based on deals won or lost, go to Insights > Add report > Deal, and select a Performance report.

Screen_Shot_2020-08-11_at_4.17.10_PM.png


Deals won— How many deals were won by user?

  • Filter by— Won time is [], Pipeline is [], Owner/team is []
  • Measure by— Number of deals/deal value
  • View by— Owner
  • Segment by— None
Screen_Shot_2020-08-18_at_8.32.34_PM.png


Deals won— How many deals were won by user over time?

  • Filter by— Won time is [], Pipeline is [], Owner/team is []
  • Measure by— Number of deals/deal value
  • View by— Won time
  • Segment by— Owner
Screen_Shot_2020-08-18_at_8.36.02_PM.png

Deals won by products— How many deals were won by product?

  • Filter by— Won time is [], Pipeline is [], Owner/team is []
  • Measure by— Number of products/Product value
  • View by— Product
  • Segment by— None
Screen_Shot_2020-12-02_at_1.44.33_PM.png

Deals won by products over time— How many deals were won by product over time?

  • Filter by— Won time is [], Pipeline is [], Owner/team is []
  • Measure by— Number of products/Product value
  • View by— Won time
  • Segment by— Product
Screen_Shot_2020-12-02_at_2.03.14_PM.png


Deals lost— How many deals were lost by user?

  • Filter by— Lost time is [], Pipeline is [], Owner/team is []
  • Measure by— Number of deals/deal value
  • View by— Owner
  • Segment by— None
Screen_Shot_2020-08-18_at_8.37.00_PM.png


Deals lost— How many deals were lost by user over time?

  • Filter by— Lost time is [], Pipeline is [], Owner/team is []
  • Measure by— Number of deals/deal value
  • View by— Lost time
  • Segment by— Owner
Screen_Shot_2020-08-18_at_8.39.21_PM.png


Deals lost— How many deals were lost by stage?

  • Filter by— Lost time is [], Pipeline is [], Owner/team is []
  • Measure by— Number of deals/deal value
  • View by— Stage
  • Segment by— None

Screen_Shot_2020-08-18_at_8.40.16_PM.png


Deals lost— How many deals were lost by stage over time?

  • Filter by— Lost time is [], Pipeline is [], Owner/team is []
  • Measure by— Number of deals/deal value
  • View by— Lost time
  • Segment by— Stage

Screen_Shot_2020-08-18_at_8.41.05_PM.png


Deals lost— How many deals were lost by reason?

  • Filter by— Lost time is [], Pipeline is [], Owner/team is []
  • Measure by— Number of deals/deal value
  • View by— Lost reason
  • Segment by— Stage

Screen_Shot_2020-08-18_at_8.42.05_PM.png


Deals lost— How many deals were lost by reason over time?

  • Filter by— Lost time is [], Pipeline is [], Owner/team is []
  • Measure by— Number of deals/deal value
  • View by— Lost time
  • Segment by— Lost reason
Screen_Shot_2020-08-18_at_8.43.01_PM.png

Deals lost by products— How many deals were lost by product?

  • Filter by— Lost time is [], Pipeline is [], Owner/team is []
  • Measure by— Number of products/Product value
  • View by— Product
  • Segment by— None
Screen_Shot_2020-12-02_at_2.18.29_PM.png

Deals lost by products overtime— How many deals were lost by product over time?

  • Filter by— Lost time is [], Pipeline is [], Owner/team is []
  • Measure by— Number of products/Product value
  • View by— Lost time
  • Segment by— Product
Screen_Shot_2020-12-02_at_2.19.52_PM.png

3— Revenue forecast

Screen_Shot_2020-12-02_at_22.56.41.png

Revenue forecast— What's your cumulative revenue forecast?

  • Filter by— Forecast period is [], Status is any of won, open, Pipeline is [], Owner is []
  • Measure by— Weighted value/Deal value
  • View by— Cumulative forecast
Screen_Shot_2020-12-02_at_22.59.24.png

Replicating Dashboards

Once you have created and customized the reports you want to see, you can add them to a Dashboard. The Insights Dashboard will give you a visual collection of your reports up to 25 reports per dashboard. You can learn more about Insights Dashboards in this article.

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