InsightSquared Platform Help Center

Getting Started with the InsightSquared Revenue Intelligence Platform

Learn how to set up and configure InsightSquared Platform

4 articles in this collection
Written by James Davison, Lynn Herman, and Albert van der Waag

Platform: Administration and Troubleshooting

Setup, Configuration, Integrations, and Errors

9 articles in this collection
Written by James Davison, Holly Jones, and Marcus Motill

Reports

Create and edit custom reports based on your existing data.

1 article in this collection
Written by Lynn Herman

Opportunities / Pipeline

Inspect your opportunities and pipelines by automatically analyzing your sales activity and process.

7 articles in this collection
Written by Lynn Herman and James Davison

Dashboards and Cards

Dashboards with content cards illustrate custom datasets in quality visualizations.

6 articles in this collection
Written by Lynn Herman

Forecast Submission

4 articles in this collection
Written by Lynn Herman

Goals

1 article in this collection
Written by Lynn Herman

IS2 Conversational Intelligence

1 article in this collection
Written by Holly Jones

Activity / Engagement

2 articles in this collection
Written by Lynn Herman