Issue
We need to locate all tags applied to our opportunities to identify the most frequently used tags.
Environment
- Product: Kipu CRM
- Roles: N/A
- User must have Prospect Analytics BI access
Important
For guidance on how to administer BI access to CRM users, please click here.
Resolution
- Navigate to Analytics > Kipu BI > Opportunity Analysis.
-
The Opportunity Tags widget displays all the tags that have been applied to Opportunities using a word cloud visualization.
- Hover your mouse over the Opportunity Tags widget to view the available options.
- Select the ellipsis icon and choose Export to CSV.
- Click the downloads icon on the top right of your Chrome browser to view your downloaded files.
- Double Click the Opportunity Tags data file to open the spreadsheet.
- The Excel Spreadsheet will appear on screen. The file will display the total # of opportunity records that contain each opportunity tag listed.
- Alternatively, users can left-click on any opportunity tag in the word cloud visualization to filter the dashboard, displaying only the records that include the selected tag.
- Once you have selected your desired tag, reference the Opportunity Details table at the bottom of the dashboard to view granular details for each opportunity record containing the selected tag.