Keep track of important data and KPI’s with Business Intelligence tool: Insights.

Understand what drives sales, draw accurate conclusions, and create in-depth forecasts that are crucial for any business that’s looking to make substantial growth. 

With Insights, you can:

• See how your organization is performing
• Get detailed reports covering your sales and marketing statistics
• See how long it takes to close an appointment
• See who bought A but not B and much more
• Create reports on all the data that you have
• Schedule automatic emailing of reports to other emails, slack/teams, as well as other systems.

Gather all your data in your Upsales CRM and keep full track of your most important KPI’s. Insights is a Business Intelligence service built by Looker (Google) with no need for consulting. However, if you wish to sharpen your reports, even more, we can offer consulting services. With Insights, you gain access to 50+ standard reports that cover the majority of your follow-up needs.

Companies use Insights to better understand their best-performing lead sources (i.e., your website and Linkedin), find the most qualified leads, and identify what works and what doesn’t. As you might realize, this will, without a doubt, come in handy for sales companies of all sizes. A large part of our offer is that you also can connect Insights to several data sources.

Gather all your information and draw better conclusions of where to put marketing efforts to increase qualified leads. Upsales Insights makes it possible to combine data from, i.e., your financial and business system with your project management and time reporting. "

There are a couple of key elements you need to know before using Insights.  Looks, Dashboards, and Explorers. 

Looks: Reports

• A look is synonymous with a report.
• A report can visualize reports, such as table chart, bar or line chart, a single value, and many more in several ways. 

Dashboard. A collection of one or more looks

• This is where you will bring all of your KPI’s in one space where they can be visualized separately or combined.

Explorers. A menu from which you can see select your fields when building a report.

• Explorers are split up categorically, to keep everything nice and organized. 

For a more technical introduction on Insights, see this video. You can also read more about the Insights terminology here.

How to enable this feature

Available for all Upsales plans, please contact Upsales Customer Support for pricing and more information. 

support@upsales.com  |   +46(0)8 505 806 01