Act! Insight Dashboard Reporting
Act! Insight Dashboard Reporting – Dynamic Visual Reporting for Act!
Act! Insight is a dashboard reporting feature available to active Act! Growth Suite Cloud, Act! CRM Cloud, Act! Growth Suite Self-Hosted and Act! CRM Self-Hosted subscribers. This feature provides dynamic, visual snapshots of real-time metrics covering sales productivity and performance, sales pipeline health, top performing products, win/loss analysis, and more with interactive, graphical dashboards. And with the 20.1 release Act! Insight dashboards now include rich customization capabilities, so you can pull in data from Act! entities, reporting-based fields, and custom fields, making it easier to measure your business, team and user performance.
Additional capabilities include the ability to apply filters to customize your date range, activity types, products, and users displayed. Drill-through to Act! list views from dashboard widgets to learn more about a particular opportunity or activity. PDF any dashboard chart with just one-click. Tool Tips are available to give you a general description of the insights presented in each dashboard chart.
Act! Insight Dashboard Reporting Elements – Views and Charts
A view is a separate dashboard, a chart is a panel within the view and a view can contain many charts.
The following 3 default dashboard views with associated charts are available with Act! Insight:
(1) Key Insights View – Provides valuable insight to users across a range of performance, financial, and operational metrics. Included Charts:
•Business Health – helps illustrate the effectiveness of your company’s sales by comparing actual sales with forecasted sales. Projected sales are included to illustrate expected future sales within the context of past performance.
•Revenue vs. Cost – analyzes a company’s products by comparing the revenue they have produced to their associated costs over a given time frame.
•Competitive Advantage – provides a count of the number of deals that were closed (won or lost) by the reason the deals were won or lost.
•Average Days in Stage – how long opportunities are staying in a particular sales stage to help illustrate how opportunities are making their way through the sales process.
(2) Sales View – 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. Included Charts:
•Sales by Product – allows business owners and managers to analyze how their products are performing by calculating the portion of revenue from Closed-Won opportunities attributable to individual products over a given time frame.
•Sales by Rep – allows sales managers to analyze how their sales representatives or account managers are performing based on the value of the opportunities they have closed and won within a given time frame.
•Won Vs. Lost Sales – compares the value of opportunities in Closed-Won vs. Closed-Lost status for a given time frame.
•Forecasted Sales by Product – provides business owners and managers the ability to analyze the projected value of open opportunities based on their associated products.
•Forecasted Sales by Sales Rep – allows sales managers to evaluate opportunities in the sales pipeline for a given user or account manager.
(3) Customer Interactions View – provides details on activities by rep. Included Chart:
•Activities by Sales Rep – provides information about how productive users are being with their time (i.e. how many meetings, calls or to-do’s they schedule and complete).
The Power of Act! Insight is Creating Custom Views – you can create your own views and charts to personalize dashboards to display insights most relevant to your business or role. Bring your History List to life with graphical displays of your contact interactions including custom history types, for example how many on-site visits did each of your sales reps have last month. Or if you have a custom contact field with a drop-down list build a chart and it will tell you how many Contacts for each value within the drop-down. To get started here is the Act! Insight video training library: http://training-act.com/act/act-lib-prem/?courseId=act_insight&
Built on Act!’s Web API, we expect the capabilities of Act! Insight to keep expanding with each release and replace the original dashboard feature. If you have an active Growth Suite or CRM Subscription and are unable to access the feature please see this useful knowledgebase article for Act! Insight troubleshooting: http://kb.act.com/app/answers/detail/a_id/38883
If the suggestions in the article do not solve the issue you can contact Act! Technical Support included with your active Act! CRM Subscription.
Not an active Act! CRM Subscriber? You can purchase your subscription with additional savings at our Act! Software Online Store where we have the latest promotions, discounts, and coupons or call us at 877-228-7528 for a quote.