---
schema_version: "1"
id: bd8df59c9dce3a0f089cdab2cfac695d1b1c2ab3e704d5c242842069a9341179
title: Deal Insights
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/analytics/264-0-0/bi_template_cib_deals.md
canonical_url: https://help.salesforce.com/s/articleView?id=analytics.bi_template_cib_deals.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 92417f8cad2ed62c7da59a2636f6dcd7e850c3469be202ba09812ec2a43cedbc
description: Deal insights help you answer questions such as how is the deal progressing? What milestones have been met? What interactions are planned for the future?
products:
  - CRM Analytics
  - Cross Cloud
release: "264"
---
# Deal Insights

Deal insights help you answer questions such as how is the deal progressing? What milestones have been met? What interactions are planned for the future?

## Use the Deal Insights Dashboard

![Select each tab for details about total received fees, call reports, and days since your last interactions.](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-bi-264-0-0-production-enus/ec791473-f5b4-4f64-a656-9104f455d966/bi/images/bi/bi_template_CIB_Deals.png)

Click the fields on the left to populate the charts on the right. Click (1) **Total $ Received Fee** to understand what is your deal profitability status. Click (2) **\# Call Reports** to understand overall client engagement, and what interactions you plan to engage with the customer. Click (3) **Days since Last Interactions** to see which deals need your attention.

## KPI Calculations -Total Received Fee

- Received Fee: Sum of Received Fee for the Account.
- Received Fee Donut: Received Fee/ TotalExpectedFee for the Account.
- Received Fee Timeline: Sum of Received Fee and TotalExpectedFee over time for YTD.

## KPI Calculations - # Call Reports

- \# Call Reports: Count of call reports(Interaction Summary object) created in YTD.
- Call reports over time: Count of call reports created in YTD over CreatedDate.
- Call Report Breakdown: Count of call reports by InteractionType.

## KPI Calculations - Days Since Last Interaction

- Days Since Last Interaction: Days between Last Interaction (StartTime) until now for that Deal.
- Days Since Last Interaction Timeline: Average of Days\_Between\_Interactions\_per\_Deal over StartTime.
- Interaction Overview: Summary of Interaction Name, InteractionType, and count of participants.