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Insights

This is a gallery of our insights included when you add our Meltano data source to your workspace.

You can see the dataset files in our analyze-capsulecrm github repository.

Open Opportunities by Milestone

What are the number of open opportunities by the milestone they are currently in?

Number of open opportunities by milestone they are currently in.

Created and Closed Opportunities per Month Last 12 Months

What are the number of created and closed opportunities per month?

Number of created and closed opportunities per month for the last 12 months.

New Parties Created per Month Last 12 Months

What are the number of created parties per month?

Number of created parties per month for the last 12 months.

Opportunities Closed by User

What users are closing the most opportunities?

Number of opportunities closed by users.