This feature is only available in the new Insightly.
Dashboards are a great way to organize multiple valuable pieces of information in a functional view.
Creating a Dashboard
- Click Dashboards on the navigation bar.
- Click New Dashboard.
- A "Create Dashboard" pop-up will appear. Fill in the Dashboard name, description, and visibility permissions.
- Your Dashboard has been created. 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.