Overview
The Quantive Marketplace has predefined insights that can help you review the progress of OKRs at the end of the period.
These insights use HubSpot as a data source and can be used as well in powering your key results to update automatically to create dynamic key results.
For more detailed instructions on installing insights from the marketplace click here.
New deals count
This insight shows the number of new deals created in a given time frame.
This insight is filterable by date and can be used to create dynamic key results.
Won deals count
This insight counts the number of won deals in a given time period.
This insight is filterable by date and can be used to create dynamic key results.
Lost deals count
This insight counts the number of lost deals in a given time period.
This insight is filterable by date and can be used to create dynamic key results.
New deals amount
This insight calculates the value of all the new deals created in a given time period.
This insight is filterable by date and can be used to create dynamic key results.
Won deals amount
This insight calculates the value of all the won deals in a given time period.
This insight is filterable by date and can be used to create dynamic key results.
Lost deals amount
This insight calculates the value of the lost deals in a given time period.
This insight is filterable by date and can be used to create dynamic key results.
Insightboard at a glance
Below is how this insightboard can look like if you decided to use the above insights to track the sales pipeline of your HubSpot deals.
For more information on insightboards click here.
