LinkedIn Sales Insights allows you to build reports to answer key sales planning questions for your business.
To build a new report in Sales Insights:
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Sign in to Sales Insights.
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From the Home tab, click Create report.
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In the Create a report dialog box, enter a name for the report and click Create.
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In the left rail, click Change to select which Source you'd like to use for your report, and apply the relevant filters:
Company Filters
- HQ Location
- Industry
- Annual Revenue (USD)
- Company size
- Company size growth
Personas
- Employee location
- Function
- Seniority
- Job title
Click here to learn more about managing personas. When you select a minimum of one persona and/or an employee location, you can use the Advanced Filters option to narrow down the list of companies that you are interested in. Click here to learn more about how to see Advanced Filters.
Here's a tip
As you add filters to the report, you can use the Exclude option to drill down to specific options that you want included and excluded from the report. For example, while working with the HQ filter, you can choose to include APJ region but exclude Asia from the report. -
After all filters have been added, click Apply.
Your report will be automatically saved, and can be accessed in the future from the Reports tab.
There are 2 ways to create a report using the companies that you've already exported with credits.
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Sign in to Sales Insights.
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Access the Sources tab.
- If you (or someone on your contract) has previously used credits to export companies, you’ll see a Purchased accounts section.
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Click Start new report to create a report using those companies.
OR
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Sign in to Sales Insights.
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From the Home tab, either select an existing report, or click Create report.
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In the left rail, navigate to Source and click Change.
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Change the source to Purchased accounts, and click Apply.
Your report will now only include the previously purchased companies.
You can also click on your Table settings to hide or show additional data columns, including:
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Target employees researched on Sales Navigator.
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Target employees contacted on Sales Navigator.
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Target employees engaged on Sales Navigator.
You can use the tabbed navigation to update your view for:
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Company
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Location
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Revenue
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Industry
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Employees
You can use the Growth trend dropdown list to select time frames of 3 months, 6 months, 1 year, or 2 years to view growth trends at the selected companies in more detail. After you make a selection in this dropdown list, the time frame is applied to all growth metrics that is displayed in this report, including employee growth, target employee growth and persona-specific growth. The changes will be visible on the Company, Location, Revenue, Industry and Employees tabs.
Here's a tip
You can adjust the time range for reports that you don't own and are only shared with you. This does not disrupt or modify the view for the report owner, and therefore allows you to continue collaborating with your team mates effectively.
After your reports are built, they may be exported to your CRM or a CSV file. The CSV file will include the growth trends for all time frames.