Wins By Category
See a list of your latest wins by category.
Track all your Insightly KPIs in one place
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About Insightly
A cloud-based platform for SMBs, Insightly focuses on customer relationship management (CRM) and project management tools.
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Opportunity Pipeline
Monitor the volume of opportunities at every stage of the pipeline along with the value of each stage. Measure which stage has the highest value and consider focusing on addressing users in that stage of the pipeline.
Deals Won (Last 30 days)
Monitor the total value of wins over the past 30 days, and compare it to the total from the previous 30 days.
Value of Open Opportunities
View the total value of all open opportunities.
