The Insights pages allow users to drill-down into pipeline performance and understand how their pipeline is changing through time. The Insights section is divided into two pages:
Pipeline performance
The Pipeline performance page provides a helpful overview of the overall pipeline for the business against the monthly targets set. Please refer to the Pipeline performance page support articile for further information on how to use this page.
Deal slippage
The Deal slippage page provides a helpful overview of how the pipeline for the business has changed through time. It allows users to compare the pipeline today to a previous date so they can immediately see what has changed. Please refer to the Deal slippage page support article for further information on how to use this page.
