Insights
Grow plan only: Insights are available on the Grow plan. See Spark vs Grow for plan details.
Insights are automated observations about your campaign performance and account engagement. They are rule-based, not AI-generated, and always based on the last 90 days of data.
Insight types
| Type | Description |
|---|---|
| Campaign efficiency | Identifies campaigns with unusually high or low pipeline efficiency compared to your average |
| Engagement trends | Highlights companies with significant changes in engagement score |
| Pipeline influence | Notes when campaigns are influencing a disproportionate share of pipeline |
| Account-level | Observations about specific companies, such as high engagement with no deal, or multiple influenced deals |
Reading and acting on insights
Each insight includes:
- A clear description of the observation
- The relevant data points
- A link to the related campaign, company, or deal
Insights are refreshed when your data syncs. They are not notifications; they are observations available when you visit the Insights page.
Insights vs dashboard
The dashboard shows your current metrics. Insights highlight patterns and anomalies that you might not notice from the numbers alone. Use the dashboard for your daily check-in and insights for deeper analysis.