InsightSquared

Unlock Your Historical Data

• Identify month-by-month trends in your revenue and expenses. Any timeframe, any segment.
• Insights into Emerging Trends
• Drill in on Specific Accounts or Segments
• No Estimates, No “Black Boxes” formulas

Financials at Your Fingertips

• Turn-key, value-add financial reports available anywhere, anytime.
• Unlock Your Financials from Your Desktop
• Always On, Always Up-to-Date
• Works with QuickBooks Online & QuickBooks Desktop

Consolidated Company-Wide Reporting

• Don’t let fragmented QuickBooks files hamstring your financial reporting. One set of reports for your whole company.
• Unified Reporting Across Offices
• Segment by Office or Division
• Works with QuickBooks Pro – Online or Desktop!

Visual, Powerful Financial Insights

• Cross-object reports and filters
• Drill down when you need to, or step back to take in the big picture. InsightSquared delivers visual answers to your financial questions.
• Intuitive visuals and supporting data tables
• Drill down to get the story behind the numbers

QuickBooks + Salesforce.com = Analytics Gold

• Your financial data is an asset. InsightSquared’s Multi-Data-Source (MDS) integrations deliver reports your can’t get anywhere else.
• MDS Reports include:
• Booked Deals vs. Realized Revenue
• Effort Per $1K Invoiced
• Trends in Cash, Bills, & Accounts Receivables

Sold vs. Actuals

• Compare invoiced values to CRM deal figures and guide your Sales team with better data.
• Automatic Match Deals and Invoices
• Deal-by-Deal, Client-by-Client, or total Company

Identify Your Best Customers

• Keep tabs on your customers and know who is paying on time and who owes you what.
• Powerful retrospectives not possible in QuickBooks!
• Collection performance by customer or aggregated
• Act now to ensure collections

Auto-Associate Source Objects

• Seamless MDS integration associates “Acme Incorporated” in QuickBooks with “The Acme Inc.” in Salesforce. Only with InsightSquared!
• Simply review auto-associated objects
• Flexible assoctions of clients and employees
• Consolidate objects to fix old names

Daily Lead Gen Reports

• Every day your team is generating leads. Keep your finger on the pulse and hit your lead goal this month.
• Powerful insights into:
• Progress Towards Lead Gen Goals
• Current Trajectory vs. Last Month
• New Leads by Source

Get Credit for Your Campaigns

• Identify which campaigns generate the most new leads and which convert the most leads to opportunities.
• Analyze campaigns by:
• New Leads Generated
• Leads Converted to Opportunities
• “Primary” Campaign Touches

Marketing Sourced Deals

• Get credit where credit is due. Know which campaigns and which lead sources led to wins.
• High-impact reporting on:
• Campaigns and Lead Sources that Win
• Lead to Opp Conversion Rates
• Average Value Per MQL

Improve Your Conversion Rates

• Identify the weakest link in your lead qualification process and take aim where it matters most.
• Conversion Rates by Status
• Complete History of Conversion Rates Over Time
• Filter by Source or Geography

Maintain the Momentum

• Identify leads that are left untouched for 3, 7, or 14 days and act now to keep the ball rolling.
• Days Untouched by Lead Status
• Deliver on Your “Service Level Agreement”
• Weed Out Stale Leads

Capitalize on Your Lead Data

• Your lead data is your most important asset. Powerful historical analyses inform better strategies for the future.
• Cohort Leads and Visualize Outcomes
• Trends in Lead Inventory Over Time
• Understand Your Successes and Adapt

Marketing and Sales Alignment

• Your converted leads are immediately on Sale’s radar. Follow your leads through to the finish.
• Comprehensive Pipeline Management
• Objective Sales Forecasting
• Lead : Deal Win Rates

Salesforce + QuickBooks = Analytics Gold

• Your financial data is an asset. InsightSquared’s Multi-Data-Source (MDS) integrations deliver reports you can’t get anywhere else.
• MDS reports include:
• Booked Deals vs. Realized Revenue
• Effort Per $1K Invoices
• Trends in Cash, Bills, and Accounts Receivables

Comprehensive Job Order Management

• Your Monday morning slides are ready. Identify the job orders and employees that need your attention.
• Analyze open job orders by:
• Job Order Age and Momentum
• Job Order Status
• Custom Segments of Your Choice

Detailed Activity Dashboards

• Set KPI goals for each employee and track progress and employee-efficiency ratios.
• Monitor Trends in Productivity and Efficiency
• Segment Activity by Recruiter or by Client
• Multiple Dashboards for Split-Desk Offices

Know What Wins

• Know which prospects match your strengths with amazing Time to Fill and Won/Lost analyses.
• Win Rates by Job Order Value and Age
• Share Success Stories Across Employees
• Weed out Bad Job Orders

Powerful Placement Retrospectives

• Slice and dice your historical placements. Discover emerging trends and leading indicators of success.
• Intuitive Visuals and Detailed Data Tables
• 10+ Pre-Built Pivots
• Filter by Candidate Source, Client, or Office!

Projected Revenue Calculations

• Customized placement formulas to match your workflow. Understand the composition of your candidates in the field.
• Revenue Formulas that Match Your Workflows
• Visualize Job Starts and Finishes
• Early Warning of Renewal Opportunities

Candidate Source Analysis

• Who is bringing in new candidates, and which sources produce the best candidates.
• Candidate Source Conversions
• Average Job Order Value by Source
• Database Additions by Employee

Your ATS + QuickBooks = Analytics Gold

• Booked Deals vs. Realized Revenue
• Effort Per $1K Invoiced
• Trends in Cash, Bills, & Accounts Receivables
• Your financial data is an asset. InsightSquared’s Multi-Data-Source (MDS) integrations deliver reports you can’t get anywhere else.
• MDS reports include:

Data-Driven Coaching

• Coach your reps with “by employee” pivots on every report and an Employee Scorecard to pull it all together.
• Identify the Best Recruiter for Every Job Order
• Help Recruiters Make More Placements
• Help Recruiters Develop Their Skill Set

Create a Data-Driven Culture

• Measure your data

  Easily identify trends and spot opportunities for improvement.

• Take action

  Update your staffing, process, and documentation to increase your ROI on customer service.

• Understand the why

  Get the story behind the numbers and know the root cause.

Smarter Scheduling and Staffing

• Customer service is stressful enough. You shouldn’t have to worry about proving the need for a new hire.
• Intuitive visualizations to see when and where cases come from so you can plan your staffing model
• Backlog reporting that lets you see what kinds of cases are driving growth and where the bottlenecks exist
• See case submissions by employee over time to know when you’re outside your comfort zone

Your Complete Case History

• In addition to frequent data refreshes, we also pull your complete case data so you don’t have to worry about exporting data every weekend or working with limited snapshots.
• Flexible backlog reporting that lets you pick the range and interval
• Time-to-resolution reports that tell you how long each case spent in each stage
• A complete activity history for every case tells the full story

Spend Less Time Making Reports

• Our pre-built dashboards and reports give you more time to make customers happy.
• At a glance, see if you’re meeting your SLA goals by tier or entitlement
• Schedule recurring emails and forget about running those weekly reports
• Get live dashboard data anywhere with the InsightSquared mobile app

Get Business Context for All Your Cases

• The more data sources you connect to InsightSquared, the more powerful your analytics become.
• Overlay sales, marketing, and account data on your case screens
• Understand the true cost of customer ownership and identify your neediest relationships
• Spot churn risks early based on their interactions with support