How to create a dashboard

This article is part of the Guide to Insightly Dashboards

This feature is only available in the new Insightly.

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.
    What_Are_Dashboards_8.png
  2. Click New Dashboard.
    Create_Dashboards_3.png
  3. Fill in the dashboard name, description, and visibility permissions.
  4. Click Save.Create_Dashboards_2.png
  5. To start adding cards, click Actions and select Create New Card.
    Create_Dashboard_Card_1.png

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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