A read on the team without building a report.
Data Intelligence gives a 360 view of your organisation and team performance through pre-built analytics views, filterable and exportable, with a watchlist to narrow everything to the people you care about.
What it does
- Five pre-built views: Tasks by Assignee, Contract End Date Approaching, Deals by Owner, Won Deal Analysis broken down by month, and Won Deal By Group.
- Filter and export: Refine any view with the filter options, or export it for use elsewhere.
- Watchlist: Set a watchlist of team members or entire groups and every view narrows to them, so a manager sees only their own people.
Specifics
- 5 pre-built views
- Filtering and export
- Watchlist by member or group
Common questions
What reports come built in?
Tasks by Assignee, Contract End Date Approaching, Deals by Owner, Won Deal Analysis by member and month, and Won Deal By Group.
Can I narrow the views to my own team?
Yes. Set a watchlist of individual members or whole groups and every Data Intelligence view filters to them.