The Insights Dashboard is a powerful tool that allows users to create customized views, providing valuable insights into account and opportunity health, account prioritization, and usage activity. The Insights Dashboard allows you to create specific views that highlight a few things.
Revenue Potential
Identify high-value accounts that contribute significantly to your bottom line. Focus your resources on nurturing these relationships for maximum impact.
Strategic Importance
Recognize accounts that align with your long-term business goals. This prioritization ensures that your efforts are aligned with your company’s vision.
Engagement Levels
Evaluate account and opportunity activity to identify those that require additional support or resources to improve engagement, satisfaction, and deal closure.
Custom Views Tailored to Your Needs
With Revegy, all of our views can be customized to fit your business needs and strategy. Login and start creating views, ask your admin, or contact Revegy Support if you need assistance.
