Explore how you can keep track of important data and KPIs with the Insights add-on.
With Insights you can:
- View your organisation's performance
- Get detailed reports covering your sales and marketing statistics
- Discover how long it takes to close an appointment
- Uncover purchasing behaviours
- Create reports and forecasts for your organisation's performance
- Schedule automatic emailing of reports to other emails, Slack, Teams, and other systems
50+ reports
Insights is a Business Intelligence service built by Looker (Google). With Insights, you gain access to 50+ standard reports that cover the majority of your follow-up needs. To turbocharge your reports even more, we offer consulting services.
You see the dashboards an administrator has given your role or you access to under Settings → Analytics → Upsales Insights, in the Roles with dashboard access or Users with dashboard access column. Administrators see all dashboards.
Favourite reports
To mark a dashboard as a favourite, select the heart icon to the right of the dashboard name:
Create reports
Click Create and select an Explore in the Getting started! window to start building your Insights dashboard. Create is shown to administrators and to users an administrator has added under Settings → Analytics → Upsales Insights → Users with explore access.
Uncovering patterns
Companies use Insights to understand best-performing lead sources, find the most qualified leads, and identify what is and isn't working.
Multiple sources
Another big advantage is you can connect Insights to several data sources, for deeper analysis. For example, combining your financial and business system with your project management and time reporting.
Key elements
Within Insights you'll be using reports, dashboards and Explores.
Reports. Reports are listed under the Reports tab.
- A report can visualise your data in several ways, such as a table chart, bar or line chart, a single value, and many more.
Dashboard. A collection of one or more reports
- Here's where you bring all your KPIs into one space, to be visualised either separately or combined.
Explores. A menu from which you select your fields when building a report.
- Explores are split up categorically, to keep everything nice and organised.
Resources
(Swedish)
(English)
- Introduction to Insights
- Building a dashboard
- Dashboard management
- Setting up dashboard filters
- Date filters
- Field filters
Insights terminology explained