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
- Click Dashboards on the navigation bar.
- Click New Dashboard.
- Fill in the dashboard name, description, and visibility permissions.
- Click Save.
- 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.