The reports on topics such as CRM, Sales and Productivity in Teamleader Focus 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!

In this article:

• Why use Insights?
• Library
• Customise reports
• My reports
• New vs. old Insights

Do you prefer to watch our instructive video first? You can do so right here:

Why use Insights?

As our customer, you want Teamleader Focus to help you grow your business through data-powered decisions. Our Insights module provides you with the knowledge needed to make those strategic decisions with confidence.

For a full overview of the power of Insights module and the benefits this module has to offer, take a look at this article.

Library

Clicking on Insights in the navigation bar on the left directs you to our Insights overview page with the Insights Library.


 

The library contains pre-made reports that give you a 360 degree view of your business. The reports are divided into different categories to help you find the report you're looking for faster.

• Discover comprehensive, sought after industry reports on Sales, Customer, Productivity and Time tracking. 
• See how you've been doing in the past and let the data guide you to take informed decisions that impact your future.
• Quickly identify opportunities, optimise processes, and drive growth with confidence.

Important notes:

• If users don't have access rights to certain features or modules, then that data will be hidden in the reports. E.g. a user without access to Margin on Deals won't be able to see fields related to that feature in a report.
• The data in the reports is synchronised once a day, meaning changes to e.g. quotations/deals/invoices won't be visible immediately.
  
   

Customise reports

Of course you’ll also be interested in creating and customising your own reports. This is possible by using the pre-made reports as a starting point! 

1. Open a report by clicking on it in the library e.g. ‘Deal distribution across Phases’:
   
   
   You’ll immediately see a chart and the accompanying data in the grid. At the top of the page you’ll find the name of the report, its description and its tags.
   
   Notes: 
   • These tags differ from the tags you can assign to a contact/company on CRM level and serve only to assign certain keywords to your report to easily characterise them.
   • To completely delete report tags they need to be removed from each report.
     
      
2. Every report can be configured to match your needs
   
    
   • Customise the name, description and add or remove tags.
   • In the dropdown menu on the left you get to choose whether you want to visualise the data in either:
     • A chart and table
     • Only a chart
     • Only a table
       

• Next, it’s up to you to choose what data you want to see by selecting the right group. Grouping gives you the ability to organise and slice the data through various perspectives e.g group by deal phase or by assignee.
  Know that you can also add a second group to further refine your data. In the Deals across Phases report for example, you could group both on deal phase and assignee and even switch the groups, the possibilities are endless.
  
  
• Further refine your report by adding extra filters.
  
  In this example, we see a chart and table, grouped by deal phase and filtered on ‘Sales Pipeline’. You could now add an additional filter on e.g. ‘Date added in last year’ and your data is instantaneously adjusted. We visualise the numbers on the chart itself, however hovering over the charts will give you extra information about the numbers:
  
  
   
• In the top right-hand corner of the report, you can select the type of chart you want to see:
  
  • Bar chart
  • Line chart
  • Pie chart
    
  • Numeric
• If you’ve chosen to display a table in your report, then here are some tips and tricks on how to customise the table further and to specify the information you want to see in the table. 
  • Drag and drop certain columns more to the left or the right by clicking and dragging columns elsewhere or go to the three dots next to a column name > Move left/Move right
    
  • Sort on a specific column and choose to do this in ascending or descending order.
    Do this by hovering over the title of the column and clicking on the up or down arrow, or by clicking on the three dots > Sort ascending/descending
  • Pin columns if you want them to take priority on the left-hand side by clicking on the three dots next to a column title > Pin
    Unpin a column by clicking on the pin icon again.
    
  • By clicking the cogwheel on the right you can choose which information you want to display or hide in the table by enabling or disabling the slider(s).
    
    
    You can also add measurable fields like ‘Amount excl.VAT, meaning totals will be shown at the top of the column, or in this example showing you the total amount of the group namely Amount excl.VAT in the deal phase ‘Accepted’ or ‘Quotation sent’.
    
    
    For these fields, you can change the calculation method to either Sum/Average.
    
    
    
    Tip: you can also add a ‘Count’ column to your overview, making it possible to see totals per group e.g. how many deals are in a certain deal phase.
    
    
    Tip 2: If you also use a table in combination with a bar chart or pie chart and drag ‘Count’ to the left of the table, this influences the view in the chart as well. Instead of e.g. deal amounts in a certain phase, the number of deals in a certain phase is shown.
    
     
  • Expand or collapse your group to view the information that’s relevant to you by clicking on the arrow in front of the group.
    
    
     
  • Clickthroughs: tables have hyperlinks (in blue) that connect everything e.g. in a deal context you could click through to the specific deal page by clicking on the title of the deal.
  • Adjustable column width: easily change the width of your columns by dragging the column borders left or right.
    
    
     
  • Sticky header: when you have a lot of data in your table it’s interesting to know that the main header is sticky, meaning the relevant column titles stay fixed when scrolling down/up in the table.
    
     

3. Make sure to save your report by clicking on Save as new report in the top right-hand corner. 

• This way you can easily consult it again whenever the need arises.
• As stated above, you can adapt the title, description and tags, and you can choose to add the report to your favourites.
  
  
   

My reports

The report will show up in Insights > By me (or if you’ve added it to your favourites, also in ‘Favourites).

From this report, you can make additional changes by clicking on it, and choose to save the changes to the original report or create a new one from here.

 

Favourites

In ‘Favourites’, you can:

• Filter the reports by tags to find them back easily
• Unfavourite them by clicking on the heart in front of the report name
• Add new reports to your favourites from your library
• Customise the column view
• Delete a report via the three dots next to it
  
   

By me

In ‘By me’ you can execute the same actions as in Favourites, but additionally you can also favourite a report from here by clicking on the heart in front of the report name.

! Note that reports are private by default so the reports you create won’t be visible for your colleagues.

 

New vs. old Insights

When you’ve been a customer for quite some time, then you’ll see a combination of our new Insights together with the original statistics in your account.

• Know that gradually, the complete ‘old’ insights module will be replaced by the new one.
• Important reports that are not supported yet in our new Insights will continue to be supported until they are available in the new Insights. 
• You can seamlessly switch between the old and the new module in the same module by going from tab to tab. 
• Other pdf reports that are available in different places, will continue to be supported.