- Reports with calculated fields for opportunity win rate (count of won/count of total opportunities) and win rate value (value of won/value of total opportunities).An Insightly account with access to the Insightly API is required.Connect to Power BI using your Insightly API key to view and build reports and dashboards from your CRM data.With Power BI, you can analyze your data in new ways, create powerful graphs and charts, and display contacts, leads, and organizations on a map.In the so-called directional writing type you tell, show and instruct the steps of the series of actions so that they can recreate them after you show how to do it.
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As the boomers head into retirement, they've got the time and money to indulge their desire to travel—and they're choosing to take those trips with their kids and grandkids.
According to industry marketing firm MMGY Global, 37% of grandparents with a household income greater than ,000 who took a vacation last year did so with grandchildren, up from 28% in 2007.
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Many tables and reports also include unique calculated fields, such as: - Tables with “grouped” opportunity forecast close dates, opportunity actual close dates, project completion dates, and task completion dates for analysis by month, quarter, or year.