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Summary

What is Analytics in MaxIQ?

The Analytics module in MaxIQ gives sales teams structured visibility into how their pipeline and revenue are performing. It includes system-defined views built around key revenue metrics, plus a self-service layer where teams build their own questions and dashboards.

System-defined views cover the most common analytical needs: stage distribution (Waterfall), deal momentum (Progression), revenue pacing (Linearity), and opportunity conversion. The user-defined layer handles everything else, without needing IT or admin support to build a new report.

System-Defined Views

  • Waterfall: pipeline distribution by stage
  • Progression: deal movement through stages over time
  • Linearity: revenue pacing vs. quota target throughout the quarter
  • Conversion: stage-to-stage conversion rates across the pipeline

Related Terms

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