We’re marching towards our Beta milestone in mid-November. We told you we were going to launch Salesforce Insights: DONE! We also told you we were going to work on resizing of your Insights and giving you custom date ranges. That’s next up on the developer to-do list.
- Leads by Source – View the top four sources generating new leads for your company.
- Leads by Status – View the current status of your leads in a funnel or bar chart format.
- Opportunities by Source – View the top four lead sources generating new opportunities for your company.
- Opportunities by Stage – View your opportunity pipeline broken out by the different stages you’ve set up. See it in a funnel view or bar chart.
All of these Insights can be filtered using the exact list views that you’ve set up in Salesforce.
Other cool things we’re developing:
We’ve been working on something awesome, at least we think so. We’re giving more details into exactly what you’re looking at for each Insight and the metrics that are in them. Here’s a sneak peek:

Within each Insight you’ll be able to click on the metric and get a closer idea what you’re looking at with a rolling average of how you’re doing.
Users!
We had a great call with a user from Guadalajara (can never say that without thinking of Elvis) and we learned so much from it! Thanks guys you gave us a lot of great info: you want pie charts, a developer focus so you can create your own Insights and email alerts! Music to our ears.
SEO
We’ve been climbing nicely in search for the keyword “business dashboards”. We went from page 13 to page 6 perhaps with the with the Penguin update, who knows but we’re happy!
Gone Bloggin’
Google Analytics Segments: How To Set Them Up and Use Them, and How to Track Your Conversion Funnel. Pretty good and easy reads.
Fun Stuff!
Been knee-deep in getting a business license, drew architecture diagrams for investors, talked to potential new hires (we think we might have our first part-time QA person!) , opened up a bank account and getting business insurance.
Marching towards a pre-Thanksgiving beta release. We’ll have a ton to be thankful for!

