Insights are a nice way to have a quick look at how your business is doing. In this article, you'll learn more about insights in Teamleader. Buckle up!
The pipeline allows you to have a quick look at your deals' numbers.
In your pipeline right now
It is the amount of money that is in your deal pipeline right now, per phase. Beneath the phase division, you can see the amount per deals, quotations, invoices, etc. You can check it in absolute or weighted* value by clicking here:
*weighted = this is calculated based on the probability rate of your deals. In other words, it's the total value of your pipeline, meaning all ongoing deals, multiplied by the probability rate.
The numbers shown in 'in your pipeline right now - absolute' correspond to the following segments in your deals :
Revenue target for quarter
Create a target for your total invoice revenues for each quarter of the current, future or past year. You can do this by clicking on "Settings".
The amount shown in' Revenue target for quarter corresponds' to the total excl. VAT of booked invoices of this quarter minus the total excl. VAT of the credit notes of this quarter.
You can also calculate it yourself by checking the following segments:
- Credit notes:
Short term cash flow prediction
The cash flow predictions are short termed (seven and thirty days). They are based on the currently unpaid invoices as well as on the average payment delay.
You can read more about insights on deals in this article.
4. Time tracking
This is quite explicit, you can filter the time tracking per:
- Projects and users
- Work type
Note: You can filter each part per day, week, month or quarter.
In each part you can check:
- The invoiceable hours
- The duration of the time tracked
- Task type
- The total amount invoiceable
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
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.
This article explains everything about tickets stats.
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.