Intelligence Data
Data Intelligence gives you a 360-degree view of your organization and team's performance through pre-built analytics views.
On this page
How to use it
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On the left sidebar, click Intelligence
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Select a view from the left panel to load the report
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Use the filter options at the top right to refine the data, or click the download icon to export
Available views
- Tasks by Assignee — shows each team member’s open tasks with status, priority, due date, and linked customer
- Contract End Date Approaching — lists contracts expiring within a selected time period
- Deals by Owner — shows each team member’s deals with stage, value, customer, close date, and last activity
- Won Deal Analysis — displays won deal value per team member, broken down by month, with totals
- Won Deal By Group — shows won deal totals grouped by team, expandable to show individual members
