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  1. InsightSquared
  2. Sales Analytics: Basics

Sales Analytics: Basics

Introduction to our products and services

Users & Licensing

  • Removing an Employee from InsightSquared
  • Adding a New Employee to InsightSquared
  • Licensed Data Owners vs. Custom Users
  • License Types

Report Basics

  • Customizing Your InsightSquared Reports (for Admins)
  • Navigating an InsightSquared Report
  • Selecting Dates
  • Applying Filters
  • Emailing Reports & Dashboards
  • Using Employee Tags to Analyze Teams
See all 8 articles

FAQs

  • Why haven't I received a reply to my support request?
  • How often does my data refresh?
  • When do scheduled reports get sent?
  • Why am I not receiving emails from InsightSquared?
  • What browsers does InsightSquared support?
  • Why am I hitting my API limit in Salesforce?
See all 7 articles

Initial API Setup

  • Self-Guided Sales Analytics Implementation
  • Setting up API Access to Salesforce
  • Setting up API Access to Bullhorn
  • Setting up API Access to Sendouts
  • Setting up API Access to Maxhire
  • Setting up API Access to Marketo
See all 9 articles

Logging In

  • Logging into InsightSquared with Salesforce Single Sign On
  • How do I reset my password?

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