Sales insights
Understand which sources and industries produce results.
Sign in with your own approved account. Open Sales insights through the sidebar or Master setup. Some actions require administrator/manager permission. Screens use anonymized test data; sample totals are not your company results.
What to do
- Choose Refresh and review source and industry summaries.
- Compare counts, values and closed win rates.
- Use the findings to review the underlying sales records in Leads or Reports.
Check the result
Insights describe recorded results within your access scope without counting opportunities and lead values twice.
Screen markers
- 1. Refresh
On narrow screens, scroll to reach the remaining form fields and actions. Close help to return to your unfinished form.
Why and how this activity works
Open Sales insights to review the recorded sales figures available to your role. Compare the displayed counts, values and distributions. Lead values and opportunity values have separate meanings. Use the figures to decide the next follow-up or review. Missing activity is unknown; the CRM cannot infer unrecorded work.
हिन्दी में समझें
Sales insights में अपनी अनुमति के आँकड़े देखें। गिनती, रकम और वितरण जाँचें। लीड और अवसर की रकम अलग हैं। अगला काम तय करें। दर्ज न हुए काम का अनुमान सीआरएम नहीं लगाता।
If something is missing or fails
Check role access, selected record and filters. Read validation errors before retrying. For a conflicting edit, refresh and review the current record. A saved setting does not prove a provider connection is active.
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