1. Insightly Help Center
  2. Reporting & Dashboards
  3. Dashboards

The Guide to Insightly Dashboards

  1. Learn about Dashboards

    1. What are dashboards?
    2. What are dashboard cards?
    3. Insightly's standard dashboards
    4. Choosing the right chart type

  2. Create Dashboards

    1. Creating dashboards (video)
    2. How to create a dashboard
    3. Understanding the dashboard card edit page
    4. How to create a dashboard card
    5. How to create a calculated field for a dashboard
    6. How to delete a dashboard
    7. How to delete a dashboard card

  3. View your Dashboards

    1. Viewing a dashboard
    2. Viewing a dashboard card
    3. How to filter a dashboard card
    4. How to add a card to a dashboard
    5. How to clone a dashboard card
    6. How to share a dashboard card

  4. Example Dashboard Cards

    1. Data Visualization Basics
    2. Card #1: Opportunities by State
    3. Card #2: Goal Setting: Annual Revenue for Current Fiscal Year
    4. Card #3: Leads by Source
    5. Card #4: New Business by Sales Rep
    6. Card #5: Project Pipeline Funnel
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