Sales Insight

Elizabeth_Bonin
Level 4

Sales Insight

How can I run a report to see which sales reps are using sales insight?

4 REPLIES 4
Devraj_Grewal
Level 10

Re: Sales Insight

You can use the Sales Insight Email Performance Report - Marketo Docs - Product Docs. You can group the emails selected by "Sales Rep"

Elizabeth_Bonin
Level 4

Re: Sales Insight

Thank you. Is there any way to break it out by month?

Devraj_Grewal
Level 10

Re: Sales Insight

You can adjust the "Sent Date" under the "Setup" tab to each month you would like. You can then clone the report so there is one for each month.

ChristinaZuniga
Level 10 - Champion

Re: Sales Insight

Do you know of any report that shows who has access to MSI? My CRM guy is having problems tracking down who has access based on our complicated profiles. Not all of the people with access use MSI so the Email Performance Report wouldn't help. I tried to have Marketo tell me but they could only say the total number, not what users had accidental access.