The Insights module is divided into four key sections: Insights, Calls, Shared Inbox and Targets. Each tab helps businesses monitor performance, manage finances, streamline communication, and set goals. In this article we'll go over each tab in detail.
Insights
The reports in the first tab give you the insights needed to boost your business performance. Easily track customer and product performance, monitor sales progress, and measure team productivity—all without ever losing focus. Moreover, you can customise these reports to your liking. Discover the Insights here!
Calls
Call outcomes
The call outcomes on a definite period (you can choose that period). To know more about call outcomes, click here.
Note: You only see the call outcome but not the notes
Call list
A list of the calls (weekly or daily), you can filter per user. You see the customer, the call outcome, the time and the duration.
Shared inbox
This article explains everything about shared inbox stats.
Targets
If you want to know more about adding targets, click here.
Note: you can't export what's in the insights module but you can export the information from the modules directly.