How can I set up filter criteria in Insightly so our quarterly data export only includes active accounts with closed-won deals?
Download run
Fan-out diagram
The searches the AI actually ran for this prompt.
SEED QUERY
How can I set up filter criteria in Insightly so our quarterly data export only includes active accounts with closed-won deals?
1 real search · 1 real-search pass
Insightly help center filter reports accounts opportunities status closed won export recordsGoogle ↗
OBSERVEDConsequence
Badge and edge weight = share of passes that produced the query. Hover a query for its intent and routing format.
Query classes
Google's semantic query class for every sub-query: what kind of answer each search is after, simulated vs real.
ChatGPT real searches (1)
Classes come from the query-classifier (a local Laya model). 1 of 1 calls are low-confidence (under 50%) — hover a query in the table to see its confidence.
Searches and sources
ChatGPT1 real searches · gpt-6
Insightly help center filter reports accounts opportunities status closed won export records Google ↗
- Opportunities · documentation.insightly.com
- What are Linked Items Reports? · support.insight.ly
- Advanced Reporting Guide · documentation.insightly.com
- Exporting Data · documentation.insightly.com