Overview
The Quantive Marketplace has predefined insights that can help you review the progress of OKRs at the end of the period.
These insights use Salesforce as a data source and can be used as well in powering your key results to update automatically to create dynamic key results.
For more detailed instructions on installing insights from the marketplace click here.
Number of Open Deals
This insight shows the number of open deals with expected close date within the selected time period.
This insight is filterable by date and can be used to create dynamic key results.
Open Deals Size
This insight shows the total amount of all open deals with expected close date within the selected time period.
This insight is filterable by date and can be used to create dynamic key results.
Number of Won Deals
This insight shows the total number deals won within the selected time period.
This insight is filterable by date and can be used to create dynamic key results.
Won Deals Amount
This insight shows the total amount of deals won within the selected time period.
This insight is filterable by date and can be used to create dynamic key results.
Number of Lost Deals
This insight shows the total number of deals lost within the selected time period.
This insight is filterable by date and can be used to create dynamic key results.
Lost Deals Amount
This insight shows the total amount of deals lost within the selected time period.
This insight is filterable by date and can be used to create dynamic key results.
Insightboard at a glance
Below is how this insightboard can look like if you decided to use the above insights to track the sales pipeline of your Salesforce deals.
For more information on insightboards click here.
More Salesforce Insightboards