Gtmhub comes with following out-of-the-box insights for popular CRM Salesforce.
Insights
Opportunities
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
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
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
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
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.