Overview

Gtmhub 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

Marketplace Insights: Salesforce Sales Velocity

Marketplace Insights: Salesforce Campaigns

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