Intelligence Data
Data Intelligence gives you a 360-degree view of your organization and team's performance through pre-built analytics views.
How to use it
On the left sidebar, click Intelligence
Select a view from the left panel to load the report
Use the filter options at the top right to refine the data, or click the download icon to export
Available views
Tasks by Assignee — shows each team member's open tasks with status, priority, due date, and linked customer
Contract End Date Approaching — lists contracts expiring within a selected time period
Deals by Owner — shows each team member's deals with stage, value, customer, close date, and last activity
Won Deal Analysis — displays won deal value per team member, broken down by month, with totals
Won Deal By Group — shows won deal totals grouped by team, expandable to show individual members
Related guide pages
Original Outline page: https://wiki.alano.ai/s/alano-user-guideline/doc/intelligence-data-KjnzBPEgA8