Is anyone else in this group using Revenue Insights? We are just implementing it. It's a very cool template - but not very customizable.
7 respuestas
We’re seeing the same experience. Revenue Insights is a strong out‑of‑the‑box template with great prebuilt dashboards and KPIs, but it’s not very flexible for direct customization.
The best approach is to use it as a foundation—keep the standard dashboards and build custom reports/dashboards in CRM Analytics for your specific needs. Most deeper customization happens in the underlying data layer rather than the template itself.
