Disappointed with new Insights?
Anybody disappointed with the new Insights functionality??
It may be a misunderstanding on our behalf but we are no longer able to generate accurate reports on new deals passing through a stage. This has been a part of our reporting for a significant amount of time and even fuels external dashboards- now we have to reconfigure.
Before the update we would monitor new deals auto created when a trial would start, then watch it progress through the SQL process with our SDR. Now I am unable to see how many new deals landed in my SDR stage over a given period as it only reports on the current stage of the deal not the progress. A few other minor issues have made us really dislike the new Insights update.