What is Act! Insight?

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

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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?