Insights - Accessible fields

Updated 8 months 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.

Note: Finacial Advisors Edition contains the same fields. However, some fields have industry-specific labels. E.g. Accounts instead of Opportunities, Plans instead of Cases.
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.


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