How to create a dashboard

This article is part of the Guide to Insightly Dashboards

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

  1. Click Dashboards on the navigation bar.
  2. Click New Dashboard.
  3. A "Create Dashboard" pop-up will appear. Fill in the Dashboard name, description, and visibility permissions.Create_Dashboards_2.png
  4. 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.

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