Insights - Accessible fields
Updated 1 year ago
by
Elena Yurkova
Fields available in Insights
Maximizer Insights unlike many other Business Intelligence tools comes with ready-to-be-analyzed CRM fields so you can start your data exploration journey right away.
Available fields:
Basic fields | 126 |
User-Defined Fields (added by Maximizer Admin) | up to 40 |
User-Defined Field (added by Maximizer Professional Services through API) | up to 120* |
* additional costs, payable service
When building your Insights dashboards you can add widgets containing KPIs from different CRM modules. However, each individual widget should contain data points from the same table. To add flexibility and allow most common cross-modular KPIs Insights tables have more fields than other places in Maximizer.
The list below shows all available fields per Table (or CRM Object) and sorted in alphabetical order.
Company/Individual
City/Town
Company
Country
Creation Date
Creator
Date Last Contacted
Email 1
Entry Type
First Name
Identification
Last Modified Date
Last Name
Partner
Phone 1
State/Province
Zip/Postal
Company/Individual Account Manager
Account Manager
Company/Individual Categories
Category
Contacts
City/Town
Country
Creation Date
Creator
Date Last Contacted
Email 1
First Name
Identification
Last Modified Date
Last Name
Partner
Phone 1
State / Province
Website
Zip/Postal
Contact Categories
Category
Customer Service
Age(Hrs)
Assigned To
Billable Time (Hrs)
Billing Rate
Billing Type
Case Fee
Case Number
Company
Creation Date
Follow-up Date
Identification
Last Modified Date
Origin
Owner
Primary Contact
Priority
Queue
Reason
Resolution Date
Resolved By
Severity
Status
Subject
Type
Customer Service Categories
Categories
Customer Service Products/Services
Products/Services
Leads
AB Identification
Address 1
Age (Hours)
City/Town
Close Date
Company
Country
Creation Date
Creator
Current Stage Age (Hours)
Email 1
First Name
Identification
Last Modified Date
Last Name
Modified By
Opportunity Status
Opportunity Close Date
Opportunity Revenue
Opportunity Identification
Owner
Partner
Phone 1
Process
Stage
State/Province
Status
Zip /Postal Code
Opportunities
Age (Days)
City
Close Date
Company
Completion Comment
Confidence
Corporate Revenue
Corporate Revenue Currency
Cost
Cost Currency
Country
Creation Date
Creator
Description
Forecasted Revenue
Identification
Last Modified Date
Leader
Modified By
Objective
Primary Contact
Probability
Process
Reason For Completion
Revenue
Revenue Currency
Sales Team
Stage
Stage Age (Days)
Stage Change Date
Start Date
State/Province
Status
Opportunity Categories
Categories
Opportunity Partners
Description
Partners
Opportunity Products/Services
Products/Services
If there are some fields you need for CRM analytics that are missing in this list, please let us know by submitting your request here.
To learn how to add Users-Define fields to Insights, please read this article Insights - Adding User-Defined Fields.
