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📈 Activity Insights

The Activity Insights panel provides a quick snapshot of your daily schedule and upcoming actions directly within your workspace. It helps you stay organized without leaving your current view.

📋 Features​

📅 Upcoming Appointments​

View your scheduled meetings and appointments for the day or upcoming dates.

  • Date Range Picker: Filter appointments by selecting a specific date range.
  • Quick View: See time, subject, and participants at a glance.
Upcoming Appointments
Upcoming Appointments

📂 Opportunity By Win Probability​

Track the likelihood of closing deals in your pipeline.

  • Win Probability Score: Visual indicator of deal health.
  • Key Metrics: View stage, value, and expected close date.
Opportunity by win probability
Opportunity by win probability

🏆 Top Performing Campaigns​

Quickly see which campaigns are driving the most engagement.

  • Open Rate: Percentage of emails opened.
  • Click Rate: Percentage of recipients who clicked.
  • Campaign List: Review specific campaigns with performance metrics.
Top Performing Campaigns
Top Performing Campaigns

🌟 Top Performing Assets​

Track your most popular content pieces.

  • Visits: Total number of times an asset was viewed.
  • Unique Visits: Number of distinct users who viewed the asset.
Top Performing Assets
Top Performing Assets

📝 Upcoming Tasks​

Don't let important to-dos slip through the cracks.

  • Task Card: Shows the task status and priority.
  • Data Availability: clear indication if no tasks are pending.
Upcoming Tasks
Upcoming Tasks

🚀 How to Access​

  1. Look for the Activity Insights panel on the right side of your dashboard or workspace.
  2. Expand the panel to view details.
  3. Use the calendar icon to switch date views.
tip

Activity Insights is available across most C360 modules, keeping your schedule always visible.