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Workbooks Web Insights
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Releases & Roadmap
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Reporting on Web Insights data
It is possible to report on Web Insights data in the same way as any other data within Workbooks. Below are some useful reports to get you started with making the most of your Web Insights data.
Hot new Sales Leads on your website
This forum post explains how to build a report that displays leads that have visited your website in the last month. It also applies/uses 5 star rating and CSS styling based on the Insights Total score, which helps you prioritise the order in which you follow-up on the leads.
People on your website with open Opportunities
This forum post explains how to build a report which shows Online Activity of People already in your sales pipeline. The report will also show you People who do not currently have an Opportunity, but have been on your website recently.
People on your website with closed Opportunities
This forum post explains how to build a report which shows Online Activity of People already in your sales pipeline. The report will also show you People who do not currently have an Opportunity, but have been on your website recently.