Insights dashboard provides visibility into all your and your team's deals so you can take control and be proactive on all your critical deals.
See which deals are slipping and why
Track your most engaged content across stages
Quickly summarize your team’s performance
Compare win rates and engagement rates
Filters
Toggle between your Personal insights and your Team's insights. Team insights will be available to admins by default.
Member users can access team insights if they are allowed to access team workspaces. This can be managed on the Permissions tab in settings/team
Overview
Win rate - Average win rate across all your Recapped workspaces. Requires CRM integration
Days to close - Average days to close your workspace. Requires CRM integration
Days per step - Average days to complete a step in a given workspace
Clients - Average clients per workspace
Engagements - Average client engagements per workspace
Open deals
*You can click on these cards to filter and see the workspaces on your dashboard.
Open - All active workspaces
On track - Progressing workspaces
At risk - Slipping or delayed workspaces
New engagements - New client engagements on workspaces
New comments - New client comments on workspaces
Leaderboard
See how your team is performing. View their open workspaces, win rates, and status of workspaces based on what's actually going on in the deals.
*Sort the table by clicking on the column headers (eg. Open or Overdue)
**Only accessible on the Team tab
Name - Team member name
Workspaces* - total workspaces owned by this team member
Open* - Total open workspaces by this team member
Win rate - Win rate for this team member. Requires CRM integration
Not scheduled* - Open workspaces owned by this team member without a scheduled Next Step
Overdue* - Open workspaces owned by this team member with an overdue next step.
Clients - Avg. number of clients across this team member's workspaces
Engagement - Avg. number of client engagements across this team member's workspaces
*Click to navigate to relevant workspaces
Revenue blockers
*Requires CRM integration
See which steps have the most friction in your deals.
Next step - The next step when your deal is Closed Lost.
Closed lost - Percentage of closed lost workspaces where this was the next step.
Overdue* - Open workspaces where this step is overdue.
Upcoming* - Open workspaces where this step is upcoming.
*Click to navigate to relevant workspaces
Workspaces by stage
*Requires CRM integration
Filter your workspaces by stage to see close date and amount. Navigate to them quickly by clicking on the workspace title.
Workspace momentum
Track how your workspaces are performing across your stages.
Hover on a section to see more information like the number of workspaces and the total amount.
Click on a section to pin the tooltip and navigate to the relevant workspaces.
Workspace engagement
*Improvements to engagement score are currently in development
Visualize workspace engagement score over time for your workspaces. Hover over a line to see more information. Click to pin the tooltip and navigate to the relevant workspace.
Content engagement by stage
*Requires CRM integration
Know which content is engaged with when a workspace was in a particular stage. This table will help you understand which content helps drive your deals forward and which ones cause friction. Navigate to the open workspaces with a particular piece of content.
Next step by stage
*Requires CRM integration
Filter your upcoming steps by stages. See how much revenue is attributed to a particular step.
Navigate to the workspaces with this step coming up next. Act on the most pressing steps in a given stage to get your deals across the finish line
Average milestone time
Understand how long it takes for your Milestones or Checklists to be completed. Optimize your process to improve milestone completion times to shorten sales cycles and close more revenue.
Note: The more your team uses templates to standardize your process, the better insights you will get from this table.
Have questions or feedback?