How to create a dashboard

This article is part of the Guide to Insightly Dashboards

A dashboard is a great way to organize valuable information in a functional view. You'll create a dashboard and then populate it with Dashboard Cards.

Creating a Dashboard

1. Click Dashboards on the navigation bar.
   
2. Click New Dashboard.
   
3. Fill in the dashboard name, description, and visibility permissions.
4. Click Save.
5. To start adding cards, click Actions and select Create New Card.
   

It may look a little empty now, but it's easy to start filling your dashboard up with cards. See How to create a Dashboard Card.