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Old vs new Insights

Updated today

Available on Go, Move and Boost

Available on Smart, Grow and Flow

Are you looking for a specific report from the old Insights module? Here we list how to recreate or find specific reports from the old insights module in the new Insights module.

Pipeline

Old	New
Deal amounts in different phases of pipeline	Deals across Phases
Quotation sent = All deals that are currently in the deal phase 'Quotation sent'	Start from Deals across Phases Expand on phase = quotation sent OR Add filter on deal phase = quotation sent
Accepted = All won deals in the last 30 days	Start from Deals across Status Filter on Status = Won
Projects = All active projects Projects = To be invoiced excluding VAT for All active projects	Coming soon: Project reports
Invoices = All unpaid invoices Invoices = Total unpaid amount invoices	Unpaid invoices per customer

Deals

Old	New
Deals report Deals created count Deal amount during a specific period per status	Deals created and deal amounts in a specific period: Start from Deals across Phases Change grouping to Date Added Add deal count and deal amounts in header Filter by deal status or deal phase
Funnel Report: deals moving through phases over a specific period of time	Start from Deals across Phases Filter on date added between period Add deal count and deal amounts in header
Stage distribution	Deals across Status
Time to first action: time until a user acts on a deal	Time until contact & touchpoints on deals
Average Stage duration: average number of days deals stay in a phase ! The old report kept track of all historical data, also deleted deal phases which isn't ideal	Duration in deal phase The new report tells you the average number of days that deals are spending in this phase, based on the current situation
Stage duration owner: average number of days a deal stays open per assignee	Coming soon
Locations: countries where customers are located	Deals across Cities Map chart will be supported again in the future.
Returning customers: deals with existing vs new customers	Returning customers
Lost reasons	Deal lost reasons
Source performance	Best performing deal sources

Invoices

Old	New
Paid/not yet paid invoices	Unpaid invoices per customer
Overdue invoices	Overdue invoices by Ageing
Total revenue excl. VAT: x VAT: x Total revenue incl. VAT: x Average value of invoice: x Not yet booked x (x invoices)	All-in-one revenue report

Time tracking

Old	New
Overall distribution between billable vs non-billable time tracked	Available as columns
Total time tracked during this period	Available
Estimated amount from Billable time tracked	Price column
Time tracking per employee	Time tracking per employee
Time tracking per team	Time tracking per team
Time tracking per work type	Time tracking per work type
Time tracking per customer	Time tracking per customer
Per project	Project reports coming soon
Per project and users	Project reports coming soon

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