Installing the built-in insights

The built in Salesforce.com insights can be installed from the Gtmhub insights presets. To get started go to Setup > Insights and select Start with a preset or Install from Gallery. Then from the list of presets select Salesforce.com.

At this point if you have already established a connection to your Salesforce.com instance Gtmhub will install the built in insights, and insightboards and connect the necessary data sources. If not you will need to provide connection details, more information here: Salesforce.com connector.

Built-in insights

Gtmhub has 42 insights providing access to metrics to use in your OKRs as dynamic key results. The insights are grouped in insight boards by type - sales, opportunities, activities, leads, campaigns.

Opportunities insight board

  • Won opportunities amount
    Calculates amount of won opportunities for a given period.
  • Number of won opportunities
    Calculates number of won opportunities for a given period.
  • Won opportunities by date and type
    Plots won opportunities by date and type in a bar graph. Filtered by close date of opportunities.
  • Open opportunities by type
    Plots open opportunities by type. Filtered by close date of opportunities.
  • Average sales lifecycle
    Average days it takes to close an opportunity. Filtered by close date of opportunities.
  • Opportunities pipeline
    Opportunities in the pipeline, grouped by stage, plotted in a bar graph. Filtered by opportunity create date.
  • Sales forecast
    Calculates sales forecast based on expected revenue of opportunities and their projected close date.
  • Average deal size
    Calculates average deal size of won opportunities for the selected date period.
  • Opportunity sources
    Calculates lead source performance for open opportunities. Filtered by create date of opportunity.
  • Dormant opportunities
    Number of open opportunities where there has been no activity for the last 7 days, or there has been no activity at all.

Sales insight board

  • Sales by account
    Displays the accounts that have generated sales in the selected date range.
  • Sales by lead source
    Calculates amount of won opportunities for the selected period generated by available lead sources.
  • Sales by representative
    Displays the sales reps that have closed deals in the selected time period.
  • Sales this month
    Calculates amount of won opportunities for the current month.
  • Sales last month
    Calculates amount of won opportunities for the last month.
  • Sales - this month vs last month
    Calculates amount of won opportunities for this month, compared to the last one.

Leads insight board

  • Bounced leads
    Number of leads whose email address has bounced. Filtered by creation date of leads.
  • Converted leads
    How many leads were converted in the selected time period.
  • Dormant leads
    Number of leads where there has been no activity for the past 15 days.
  • Leads by status
    Plots leads by their status in a pie chart. Filtered by lead creation date.
  • Lead sources
    Plots performance of lead sources in a bar graph. Filtered by lead creation date.

Campaigns insight board

  • Active campaigns
    Number of campaigns with status "In progress."
  • Campaign influenced opportunities
    Calculates number of open opportunities that have been influenced by campaigns. Filtered by created date of opportunities.
  • Revenue from campaigns
    Calculates amount of sales generated by sales campaigns. Filtered by close date of opportunities.
  • Campaign cost
    Cost of campaigns. Compares actual versus budgeted cost.
  • Campaigns
    Lists stats about campaigns.

Activities insight board

  • Closed activities
    Activities with status closed, created in the selected time period.
  • Emails
    Email activities with status closed, created in the selected time period.
  • Meetings
    Meetings with status closed, created in the selected time period.
  • Calls
    Call activities with status closed, created in the selected date range.
  • Tasks
    Task activities with status closed, created in the selected date range.
  • Other activities
    Activities that are not email, meeting, call, task with status closed. Filtered by created date.
  • Scheduled activities
    Number of all scheduled activities, regardless their type.
  • Scheduled emails
    Number of emails created in the selected time period that are not done. Also calculates the number of overdue emails.
  • Scheduled meetings
    Number of meetings created in the selected time period that are not done. Also calculates the number of overdue meetings.
  • Scheduled calls
    Number of calls that are created in the selected time period that are not done. Also calculates the number of overdue calls.
  • Scheduled tasks
    Number of tasks that are created in the selected time period that are not done. Also calculates the number of overdue tasks.
  • Other scheduled activities
    Activities that are not email, meeting, call, task created in the selected time period and are not done. Also calculates overdue number.
  • Activities by sales rep
    Activities that are created in the selected date range and are done. Grouped by sales rep name and activity type.
  • Scheduled activities by sales rep
    Activities that are created in the selected date range and are not done. Grouped by sales rep name and activity type.
  • Overdue activities by sales rep
    Activities created in the selected date range that are not closed and are overdue. Grouped by sales rep name and activity type.
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