Question: What is Act! Insight?
Product Details:
Product Family:Act!
Product: Act! Premium, Act! Premium (access via web), Act! Premium Cloud
Version: v20 and above - subscription only
Answer:
Act! Insight is a new and exciting dashboard and reporting function available exclusively to Act! Premium and Act! Premium Cloud subscribers. Act! Insights:
There are four different views with different reports. The following dashboards are available with Act! Insight for each view:
Key Insights:
Sales:
Customer Interactions:
Campaign Metrics:
For information on how to use Act! Insight, refer to the following knowledgebase article:
How do I use Act! Insight?
Product Details:
Product Family:Act!
Product: Act! Premium, Act! Premium (access via web), Act! Premium Cloud
Version: v20 and above - subscription only
Answer:
Act! Insight is a new and exciting dashboard and reporting function available exclusively to Act! Premium and Act! Premium Cloud subscribers. Act! Insights:
- Provides valuable insight to users across a range of performance, financial, and operational metrics.
- Allows you to see dynamic, visual snapshots of sales productivity and performance, sales pipeline health, top performing products, win/loss analysis, and more with out-of-the-box dashboards.
- Allows you to personalize dashboards to display insights most relevant to your business or role.
- Measure how your marketing efforts are generating opportunities and impacting revenue.
There are four different views with different reports. The following dashboards are available with Act! Insight for each view:
Key Insights:
- Business Health
- Revenue vs. Cost
- Marketing Effectiveness
- Average Days in Stage
Sales:
- Sales by Product
- Sales by Rep
- Won Vs. Lost Sales
- Forecasted Sales by Product
- Forecasted Sales by Sales Rep
Customer Interactions:
- Activities by Sales Rep
- Marketing Effectiveness
Campaign Metrics:
- Campaign Results
- Opportunities Generated by Campaign
- Opportunity Value by Campaign
For information on how to use Act! Insight, refer to the following knowledgebase article:
How do I use Act! Insight?