New: January 2024 Insights update đź“Š
We’re happy to start the year with an update to the Insights feature that adds several incremental improvements:
- Percentages: See the percentage (%) values on Pie charts and Scorecards.
- Increased segment size: Segment count has been increased to 20, including Pie chart sectors.
- Time units support for duration options: Specify time units (minutes, hours, days, weeks, months) for duration options.
- Filter out deactivated users on reports and dashboards: Create Insights filters that either include or exclude users who have been deactivated from your account.
- Filtering for “Rotten” deals: Apply a “Days Rotting” filter to your Deal reports
- “Overdue” filter: Filter out “overdue” activities in the activity reports.
These updates will be gradually and separately released throughout January 2024. Share your feedback with us in the comments below!
Comments
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Can you guys add the ability to publicly share a dashboard with embed code?
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For table reports where there are numbers e.g. deal value, can you add the ability to include a row that shows the total value (sum)
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Is it possible to have more filter options for insights/dashboard view?
Currently when you view dashboard you can filter timeline(period) and users only. It's a bit tiresome to go each individual report to add custom filter.
On Deal view you can filter custom views with ease, and I wish we could have that feature as well on insights.
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@Manuel Oliveira can reports be auto emailed to users on a recurring cadence? For example, a monthly rotting deals report being emailed to the sales team?
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Hi @Cejih Yung, not automatically; that would be a feature request. But you can export reports as shown in this article.
Another alternative would be to explore using an integration such as Coupler or similar. Please have a look in this thread for a suggestion of how to set it up as proposed by @Amit Sarda (AmitSarda.xyz)
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