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Insights and Snapshots

Overview

Insights and Snapshots are powerful prebuilt report libraries. Insight reports help you understand your overall sales performance and snapshot reports let you drill into sales data for a specific account or analysis field

This guide covers:

Using Insights

To access an insight report, select Insights from the navigation bar, then choose a category to see the available reports.

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Insight Reports

This list describes the available insight reports.

Category Name Description
Performance Sales Opportunity Understand the progress and value of potential, won, and loss opportunities. Sort and drill into your opportunity data by stage and assigned user.
Interaction Outcomes Understand how many interactions have been created and assigned to your users.
Interaction spend summary Understand the relationship between interactions and account spending.
Products Highest selling products Understand which products you are selling the highest quantity of and which products are generating the most revenue.
Lowest selling products Understand which products you are selling the lowest quantity of and which products are generating the least revenue.
Highest margin product Understand which products have the highest revenue margin.
Lowest margin product Understand which products have the lowest revenue margin.
Highest selling product group Understand which product groups you are selling the highest quantity of and which products groups are generating the most revenue.
Lowest selling product group Understand which product groups you are selling the lowest quantity of and which product groups are generating the least revenue.
Highest margin product group Understand which product groups have the highest revenue margin.
Lowest margin product group Understand which product groups have the lowest revenue margin.
Product Associations Understand the history and performance of AI generated product associations for recommendations.
Account Highest margin account Understand which accounts have the highest revenue margin.
Lowest margin account Understand which accounts have the lowest revenue margin.
Highest revenue account Understand which accounts generate the most revenue.
Lowest revenue account Understand which accounts generate the least revenue.
Account down spend Understand which accounts are spending less YTD by percent.
Accounts with zero spend in the past months (lost accounts) Understand which accounts have generated no revenue in set periods of time.
Accounts with reduced spend by percentage Understand which accounts are spending less YTD by percent.
Accounts whose spend is down on last year Understand which accounts are spending less YTD and filter by a revenue range for the current year.
Dormant YTD, spending this period Understand which accounts are spending this period but have not made another purchase YTD.
Last 6 complete months, but not yet bought this month Understand which accounts have consistently been making purchases for the last six months but have not made a purchase this month.
Accounts (or Top Accounts) that have Not Bought our most profitable products (in the last [3/6/12 period]) Understand which accounts have not purchased your most profitable products in set periods of time.
Accounts who have decreasing spend period on period Understand which accounts have been generating less revenue over a set period of time.
Accounts who spend more than the average Account Understand which accounts spend more than than the average account
Accounts who spend less than the average Account Understand which accounts spend less than than the average account
Accounts Activity Understand how many interactions have been created for your accounts and account KPIs.
Account Snapshot Understand sales data for a specific account with a collection of powerful reports.

Using Snapshots

Snapshots are a collection of reports helping you understand sales data for a specific account or analysis field.

Account Snapshot

You can access account snapshots via Insights or directly from an account record view.

To access an account snapshot from Insights:

  1. Select Insights from the navigation bar and select the Account category.
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  2. Select the Account Snapshot card.
  3. Click the search icon to search and select an account.
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To access an account snapshot from an account record view:

  1. From the account record view, navigate to the Overview tab.
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  2. Scroll to the bottom of the tab and click the View Snapshot Insights button.
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Analysis Field Snapshot

To access an analysis field snapshot:

  1. Navigate to the Admin page.
  2. From the Intelligence section, click the Snapshot by Analysis Field card.
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  3. Use the dropdown fields to select an analysis field and property.
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Snapshot Reports

The list below describes the available snapshot reports.

Name Description
Summary* Understand KPIs for the selected account as well as AI-generated recommendations for the account.
Product Group Purchase Analysis Understand which product groups the account is buying and how the quantity purchased and revenue made compares to your average.
Top Product Groups by Purchase Value Understand which product groups purchased by the account are generating the most revenue.
Top Product Groups by Quantity Purchased Understand which product groups purchased by the account are sold in the highest quantities.
Top Products by Purchase Value Understand which products purchased by the account are generating the most revenue.
Top Products by Purchase Quantity Understand which products purchased by the account is sold in the highest quantities.
Products Purchased Frequently Understand which products are frequently purchased by the account.
Monthly Purchased by Value Understand the revenue generated by the account by month.
Monthly Purchases by Quantity Understand the quantity of purchased products by the account by month.
Latest Purchases by Value Understand the latest products purchased by the account and the revenue generated.
Latest Purchases by Quantity Understand the latest products purchased by the account and the quantity sold.
Purchases vs Gaps by Purchase Value Understand how the account’s generated revenue over time varies for the products they buy most.
Purchases vs Gaps by Purchase Quantity Understand how the account’s quantity purchased over time varies for the products they buy most.
Variance Inquiry by Purchase Value Understand how the account’s generated revenue varies across selected periods for each purchased product.
Variance Inquiry by Quantity Understand how the account’s quantity purchased varies between selected periods for each purchased product.
Accounts Analysis Understand the total revenue generated by the account.
Transaction Analysis Understand the total number of transactions for the account.

*The Summary report is only available for account snapshots.

Sharing and Saving Reports

Most insight and snapshot reports can be shared with other sales-i users and saved as a dashlet to your dashboards.

Sharing Reports

To share a report:

  1. Click the share icon at the bottom of the report.
  2. Click "Share".
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  3. Fill in the required fields and select the users you would like to share the report with.
  4. Click "Share with colleagues". The selected users will receive a notification in sales-i with a link to the report.

Saving Reports

To save a report:

  1. Click the share icon at the bottom of the report.
  2. Click "Add to dashboard".
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  3. Fill in the required fields and click "Save" to save the report to your Dashboards.