Insights fields enable you to track on your lead or result fields - created by you - as data in the Insights module.
You can also create custom KPI's using the Insight fields to track exactly what you want. To configure KPIs, open the report builder in Insights, click on the KPIs section, and select an existing KPI or create a new one based on your reporting goals (e.g., total calls, success rate). Once a KPI is selected, go to the Filters section to group or segment your results by Insights fields, such as location or campaign.
How to convert a regular field to an Insights Field or create a new one
1. Go to Settings in the left menu and choose Account.
2. Choose Fields in the top menu. You will see an overview of all fields you have created.
3. Click on the field you want to convert into an insights field, or click on Create in the upper right corner and choose Create Field from the drop-down if you want to create a new field.
4. Check the Insights Fields box and click Update if you want to convert an existing field. If you create a new field, name it and fill out all the blanks before proceeding.
5. Now, the field is pending to become an Insights field. This can take a while since the field needs to be indexed before it’s ready for use. In the fields overview, you can check the field's status. There are three different stages it goes through, so you know when we're finished indexing:
Queued: The field is locked and awaits kick-off
Processing: Currently converting the field to an Insights field
Ready: The field is all set!
Managing Numeric Fields in Insights
Adversus Insights limits the number of numeric fields you can add. If you reach this limit, you can't convert additional numeric fields into Insights fields until you increase capacity or remove existing fields. However, you can still add text and date fields without restrictions. To manage numeric fields effectively:
Remove any unused or redundant numeric fields to free up capacity.
Consider whether text or date fields can meet your reporting needs if numeric fields are unavailable.
How to use Insights fields
You can use Insights fields in many ways. Here are some examples of how you can utilize their power:
Zip code field: Use zip codes to dive deeper into where leads are located and how you're performing in different locations.
Not interested reason: A result field that pops up whenever an agent wants to save a lead as not interested. Use the not interested reason to better understand why leads don't buy what you're selling.
Lead provider ID: You have different lead providers, and you can enrich leads with unique IDs to tell them apart. By using this field as an Insights field, you'll be able to see lead quality by provider. You may also want to give providers feedback each month by sending an automated report that shows lead quality.
Troubleshooting Common Issues
Cannot Add Numeric Fields: Check if you have reached the numeric field limit. Remove unused fields or explore alternative field types.
Filters Not Available: Ensure that at least one KPI is selected before attempting to apply filters or grouping options. Note: Filters and grouping options in Adversus Insights are only available after selecting a KPI. Ensure that a KPI is selected first to unlock the full potential of these features.