Types of data

Insights data falls into two broad categories: customer and lead data, and website user data. All data can be filtered and downloaded as reports in CSV or PDF format.

The four types of Insights data are:

• Proposal statistics
• Calculation statistics
• Reports
• Web analytics

Customer and lead data

Proposal statistics, calculation statistics, and reports are grouped under customer and lead data. These provide numbers typically associated with purchases, finance applications, and customer journeys.

Website user data

Web analytics covers how visitors interact with your website — for example, how many pages they viewed or how many form submissions they made.