Can I create teams within InsightSquared?

In InsightSquared, you can use our Employee Tag functionality to group employees together by teams, regions, job titles, or any other categorization that works for your company. Once these tags are applied to your employees, you're able to filter many reports using them, based on:

Salesforce:

  • Activity Author
  • Lead Owner
  • Opportunity Owner
  • Revenue Owner

Staffing:

  • Activity Author
  • Job Order Owner
  • Revenue Owner

This allows you to break down your report data, and see the necessary information for specific subsets of employees.

For further background on the available tagging functionality, please visit our Support Library.

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