We configure and provide specific cards right out of the box so that you can hit the ground running with common reports. To ensure that you know what data will be displayed in these reports, we've created a list of the Standard Filters used on different card types. These are the filters configured into each card type that results in the data displayed in your report columns.

For example, below you see the Closed Won this Month card that's been drilled into to present the report. The columns are based on the Standard Filters used for Closed Opportunity cards; Amount, Close Date, Owner Name, Opportunity Products, Type, Number of Meetings, Deal Age at Close, and Number of Opportunity Pushes.

Click on any of the card types below to be taken straight to its list of standard filters:

• Closed Opportunities Only - Sales Specific

• Open Opportunities - Sales Specific

• Open Opportunities Using Forecast Submission Data

• Closed Opportunity Products Only - Sales Specific

• Open Opportunity Products - Sales Specific

• Closed Opportunity Splits Only - Sales Specific

• Open Opportunity Splits - Sales Specific

• Closed Opportunities Only - Marketing Specific

• Open Opportunities - Marketing Specific

• Contacts

• Leads

• Accounts

• Forecast Submission

• Users

• Recordings

• Meetings

Staffing Specific

• Job Orders

• Placements

• Notes

• Appointments

• Job Submissions

• Sendouts

   

Closed Opportunities Only - Sales Specific

Start by reviewing what was closed and when, move into details on what exactly was sold, and end with a profile of the deals.

• Amount

• Close Date

• Owner Name

• Opportunity Products

• Type

• Number of Meetings

• Deal Age at Close

• Number of Opportunity Pushes

   

Open Opportunities - Sales Specific

Start by analyzing how likely opportunities are to close, move into the engagement with them, and end with where the opportunities are now.

• Amount

• Confidence to Close

• Forecast Category Name

• Close Date

• Number of Meetings

• Last Meeting Date

• Next Meeting

• Created Date

• Number of Opportunity Pushes

• Owner Name

• Stage

   

Open Opportunities Using Forecast Submission Data

Start by analyzing forecast submission data, move into the engagement with opportunities, and end with where the opportunities are now.

• Forecast Type

• Forecast Period

• Adjusted Forecast Amount

• Amount

• Confidence to Close

• Number of Meetings

• Last Meeting Date

• Next Meeting

• Created Date

• Number of Opportunity Pushes

• Owner Name

• Stage

   

Closed Opportunity Products Only - Sales Specific

Start by reviewing what was closed and when, move into details on what exactly was sold, and end with a profile of the deals.

• Total Price

• Opportunity Close Date

• Opportunity Owner Name

• Product Name

• Opportunity Number of Meetings

• Opportunity Deal Age at Close

• Opportunity Number of Opportunity Pushes

   

Open Opportunity Products - Sales Specific

Start by analyzing how likely opportunity products are to close, move into the engagement with them, and end with where the opportunities are now.

• Total Price

• Product Name

• Opportunity Confidence to Close

• Opportunity Forecast Category Name

• Opportunity Close Date

• Opportunity Number of Meetings

• Opportunity Last Meeting Date

• Opportunity Next Meeting

• Opportunity Created Date

• Opportunity Number of Opportunity Pushes

• Opportunity Owner Name

• Opportunity Stage

   

Closed Opportunity Splits Only - Sales Specific (Custom PS Engagement Required, Contact your CSM)

Start by reviewing what was closed and when, move into details on what exactly was sold, and end with a profile of the deals.

• Amount

• Close Date

• Owner Name

• Split Owner Name

• Split Percentage

• Split Amount

• Opportunity Products

• Type

• Number of Meetings

• Deal Age at Close

• Number of Opportunity Pushes

   

Open Opportunity Splits - Sales Specific (Custom PS Engagement Required, Contact your CSM)

Start by analyzing how likely opportunities are to close, move into the engagement with them, and end with where the opportunities are now.

• Amount

• Split Amount

• Confidence to Close

• Forecast Category Name

• Close Date

• Number of Meetings

• Last Meeting Date

• Next Meeting

• Created Date

• Number of Opportunity Pushes

• Owner Name

• Split Owner Name

• Split Percentage

• Stage

Closed Opportunities Only - Marketing Specific

Start by reviewing what was closed, when, and the associated campaigns, move into details on what exactly was sold, and end with a profile of the deals.

• Amount

• First Campaign Name, Last Campaign Name, or All Campaign Names

• If Equal, include Equal Touch Attribution Value

• Close Date

• Owner Name

• Opportunity Products

• Type

• Number of Meetings

• Deal Age at Close

• Number of Opportunity Pushes

   

Open Opportunities - Marketing Specific

Start by analyzing how likely opportunities are to close, move into the engagement with them, and end with where the opportunities are now.

• Amount

• First/Last/Equal Campaign Name

• If Equal, include Equal Touch Attribution Value

• Confidence to close

• Forecast Category Name

• Close Date

• Number of Meetings

• Last Meeting Date

• Next Meeting

• Created Date

• Number of Opportunity Pushes

• Owner Name

• Stage

   

Contacts

Start by reviewing details on your contacts, then analyze engagement with the contacts.

• Account Name

• Owner Name

• Role

• Title

• Last Meeting Date

• Next Meeting Date

• Last Meeting Subject

• Next Meeting Subject

• Number of Meetings

   

Leads

Start by reviewing details on your leads, then analyze engagement with the leads.

• Company

• Owner Name

• Title

• Status

• Last Meeting Date

• Next Meeting Date

• Last Meeting Subject

• Next Meeting Subject

• Number of Meetings

   

Accounts

Start by reviewing engagement with your accounts, then analyze what contacts and opportunities are associated with them.

• Owner Name

• First Meeting

• Last Meeting

• Last Meeting Subject

• Next Meeting Subject

• Number of Contacts

• Number of Open Opportunities

   

Forecast Submission

Start by reviewing what is being forecasted, and then move into who is making those forecasts and for what.

• Forecast Type

• Amount

• Owner Name

• Last Modified By Name

• Last Modified Date

• Period

• Segment Name

   

Users

Review who the users are at the company.

• Email

• Manager Email

• Department

• User Role Names

   

Recordings

Start by reviewing the analysis of the call conversation, and then confirm who was present and where the associated opportunity was at the time.

• Opportunity Name

• Talk Time Ratio

• Customer Talk Duration

• Longest Rep Monologue

• Longest Customer Monologue

• Number Of Customer Questions

• Organizer Name

• Prospect Participant Names

• Stage At Call

   

Meetings

Start by reviewing the CRM data this meeting is tied to, analyze who was at the meeting, and end with general context.

• Start

• Organizer Name

• Related Account Names

• Related Opportunity Names

• Related Lead Names

• Attendee Names

• Number of Prospect Attendees

• Number of Team Attendees

• Type

• Location

   

Staffing Specific

Job Orders

Start by reviewing the age and status of the job, analyze what kind of job it is, and end by understanding the related information

• Created Date

• Status

• Employment Type

• Number of Interviews

• Number of Openings

• Number Of Placements

• Owner Name

• Account Name

• Contact Name

• Total Job Value

Placements

Start by reviewing the age and type of placement, analyze which employees were involved, and end by understanding the value of the placement

• Date Added

• Date Begin

• Date End

• Status

• Employment Type

• Job Order Owner Name

• Candidate Owner Name

• Total Job Value

Notes

Note for when building: Note cards should be disabled by default because some standard columns don’t work for SFDC right now

Start by reviewing the type of activity and then analyze who and what this activity is tied to

• Created Date

• Action (Type)

• Owner Name

• Candidate Names

• Candidate Owner Names

• Job Order Names

• Job Order Owner Names

• Contact Names

• Opportunity Names

Appointments

Start by reviewing the type of activity and then analyze who and what this activity is tied to

• Start

• Type

• Organizer Name

• Candidate Name

• Candidate Owner Name

• Job Order Name

• Job Order Owner Name

• Account Name

• Opportunity Name

Job Submissions

Start by reviewing the type of activity and then analyze who and what this activity is tied to

• Created Date

• Status

• Created By Name

• Candidate Name

• Candidate Owner Name

• Job Order Name

• Job Order Owner Name

• Account Name

Sendouts

Start by reviewing the type of activity and then analyze who and what this activity is tied to

• Created Date

• Owner Name

• Candidate Name

• Candidate Owner Name

• Job Order Name

• Job Order Owner Name

• Contact Name

• Account Name

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