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.
Click on any of the card types below to be taken straight to its list of standard filters:
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.
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Amount
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Close Date
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Owner Name
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Opportunity Products
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Type
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Number of Meetings
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Deal Age at Close
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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.
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Amount
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Confidence to Close
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Forecast Category Name
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Close Date
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Number of Meetings
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Last Meeting Date
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Next Meeting
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Created Date
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Number of Opportunity Pushes
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Owner Name
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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.
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Forecast Type
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Forecast Period
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Adjusted Forecast Amount
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Amount
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Confidence to Close
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Number of Meetings
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Last Meeting Date
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Next Meeting
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Created Date
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Number of Opportunity Pushes
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Owner Name
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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.
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Total Price
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Opportunity Close Date
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Opportunity Owner Name
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Product Name
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Opportunity Number of Meetings
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Opportunity Deal Age at Close
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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.
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Total Price
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Product Name
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Opportunity Confidence to Close
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Opportunity Forecast Category Name
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Opportunity Close Date
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Opportunity Number of Meetings
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Opportunity Last Meeting Date
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Opportunity Next Meeting
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Opportunity Created Date
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Opportunity Number of Opportunity Pushes
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Opportunity Owner Name
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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.
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Amount
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Close Date
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Owner Name
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Split Owner Name
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Split Percentage
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Split Amount
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Opportunity Products
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Type
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Number of Meetings
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Deal Age at Close
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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.
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Amount
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Split Amount
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Confidence to Close
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Forecast Category Name
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Close Date
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Number of Meetings
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Last Meeting Date
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Next Meeting
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Created Date
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Number of Opportunity Pushes
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Owner Name
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Split Owner Name
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Split Percentage
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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.
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Amount
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First Campaign Name, Last Campaign Name, or All Campaign Names
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If Equal, include Equal Touch Attribution Value
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Close Date
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Owner Name
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Opportunity Products
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Type
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Number of Meetings
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Deal Age at Close
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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.
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Amount
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First/Last/Equal Campaign Name
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If Equal, include Equal Touch Attribution Value
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Confidence to close
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Forecast Category Name
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Close Date
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Number of Meetings
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Last Meeting Date
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Next Meeting
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Created Date
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Number of Opportunity Pushes
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Owner Name
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Stage
Contacts
Start by reviewing details on your contacts, then analyze engagement with the contacts.
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Account Name
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Owner Name
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Role
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Title
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Last Meeting Date
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Next Meeting Date
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Last Meeting Subject
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Next Meeting Subject
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Number of Meetings
Leads
Start by reviewing details on your leads, then analyze engagement with the leads.
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Company
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Owner Name
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Title
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Status
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Last Meeting Date
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Next Meeting Date
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Last Meeting Subject
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Next Meeting Subject
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Number of Meetings
Accounts
Start by reviewing engagement with your accounts, then analyze what contacts and opportunities are associated with them.
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Owner Name
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First Meeting
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Last Meeting
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Last Meeting Subject
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Next Meeting Subject
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Number of Contacts
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Number of Open Opportunities
Users
Review who the users are at the company.
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Email
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Manager Email
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Department
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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.
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Opportunity Name
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Talk Time Ratio
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Customer Talk Duration
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Longest Rep Monologue
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Longest Customer Monologue
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Number Of Customer Questions
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Organizer Name
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Prospect Participant Names
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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.
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Start
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Organizer Name
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Related Account Names
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Related Opportunity Names
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Related Lead Names
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Attendee Names
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Number of Prospect Attendees
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Number of Team Attendees
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Type
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Location
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