I have my system set up as “leads” (those I am trying to reach) and “people” (those I have reached and converted). I would like to create a report and I have 2 seats (users). For this report, I would like to have it show the conversion to people broken down to those that have been lost, won or abandoned for each seat. Since I have the professional version the person who was helping me said I should create an insight since the dashboard could only do this in the professional version. However, I really am not visualizing the best way to do this. TIA for the guidance!
Best answer by Natalie from CopperView original