Knowledge Base
Progress
Set goals and measure your company metrics with advanced customized reporting.
Insights Reporting
Insights Dashboards
Insights Reports
- Insights reports: Revenue forecast
- Insights reports: Deal Progress
- Insights reports: Deal Performance
- Insights reports: Deal Conversion
- Insights reports: Deal Duration
- Insights reports: Emails Performance
Goals
Forecast View
- The Forecast View: Revenue Projection
- How are deals ordered in the Forecast View?
- How can I change the time interval in the Forecast View?
- How can I change the number of columns displayed in the Forecast View?
- How can I sort deals in the Forecast View by a different timeframe?
- How can I see projected revenue for my colleagues' deals in the Forecast View?
Recurring Revenue
List View Reporting
Questions? Get in touch