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
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| Accepted = All won deals in the last 30 days |
Start from Deals across Status
|
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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 and deal amounts in a specific period:
|
| Funnel Report: deals moving through phases over a specific period of time |
Start from Deals across Phases
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| 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 |
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 |
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 |