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Analytics & Dashboards
Revenue Intelligence

Revenue Intelligence

Roles:
AdministratorSupervisor
Note:

Use Revenue Intelligence In-App Analytics to compare engagement patterns on won and lost opportunities.

Available Revenue Intelligence reports

Opportunity Won/Loss Dashboard
Compare engagement patterns across won and lost opportunities

Accessing reports

  1. Log in to the Revenue app.
  2. Click Insights.
  3. Select Revenue Intelligence under the Select Product filter (optional).
  4. Select the report you want to view.