Insightly's standard dashboards

This article is part of the Guide to Insightly Dashboards

This feature is only available in the new Insightly.

If you don't know where to start with dashboards, look no further than our Standard Dashboards. Every account, regardless of your payment plan, has access to these Insightly-built dashboards.

Opportunities_Dashboard.png

You can't edit or delete the Standard Dashboard Cards, but by subscribing to Insightly's advanced plans you can build your own dashboards and clone the Standard Dashboard Cards. Check our pricing page for current plan availability.

Standard_Dashboards_1.png

There are three Standard Dashboards for opportunities, projects, and leads. The information on each card depends on your Insightly data, so some may be empty if you don't use certain fields or objects.

The charts aren't restricted by dates and if the card uses a pipeline, Insightly will choose the first pipeline it finds, in alphabetical order.

Opportunities

The Opportunities Dashboard is the largest, containing 10 cards. 

Here's a quick rundown with images of each chart and its settings: 

  1. Total Sales
    Set a goal and watch your progress towards it.
    screenshot-crm.insightlynext.com-2018-03-01-15-45-49.png
    Total_Sales_gauge.png
  2. Total Value by Opportunity State
    Understand the total value of each state of your opportunities.
    screenshot-crm.insightlynext.com-2018-03-01-15-49-02_1_.png
    Total_Value_by_Opportunity_State.png
  3. Lost Opportunities by Reason
    Use this graph to understand why you lost opportunities and discover trends.
    screenshot-crm.insightlynext.com-2018-03-01-15-52-07.png
    Lost_opps_reason.png
  4. Sales Pipeline Funnel
    See the value of each stage as your sales pipeline progresses.
    screenshot-crm.insightlynext.com-2018-03-01-15-54-36.png
    Sales_Pipeline_Funnel.png
  5. Number of Opps by State
    Examine your overall progress by viewing the number of opportunities in each state.
    screenshot-crm.insightlynext.com-2018-03-01-15-55-41.png
    Number_of_Opps_by_State.png
  6. Opportunity State by Value
    Understand the value of the opportunities you are winning and losing.
    screenshot-crm.insightlynext.com-2018-03-01-15-57-01.png
    Opportunity_State_by_Value.png
  7. Top Sales Reps
    Recognize your most successful representatives. Know the number of and size of sales they bring in.
    screenshot-crm.insightlynext.com-2018-03-01-15-58-24.pngTop_sales_reps.png
  8. Win Rate
    Compare the win rates of your representatives.
    screenshot-crm.insightlynext.com-2018-03-01-15-59-16.png
    Win_Rate2.png
  9. Sales Pipeline Weighted
    Use this graph to understand how the value of an opportunity transitions by stage.
    screenshot-crm.insightlynext.com-2018-03-01-16-00-45.png
    Sales_Pipeline_Weighted.png
  10. Total Sales by Rep
    Review the success of each individual sales representative on your team.
    screenshot-crm.na1.insightly.com-2018-03-02-14-08-42.png
    Total_Sales_by_Rep2.png

Projects

The Projects Dashboard has four cards.

  1. Project Pipeline Funnel
    Check how many projects are in each stage towards completion.
    screenshot-crm.na1.insightly.com-2018-03-23-16-32-17.png
    Project_Pipeline_Funnel.png
  2. Projects by Status
    See how many projects are in each status.
    screenshot-crm.na1.insightly.com-2018-03-23-16-35-27.png
    Projects_by_Status.png
  3. Projects by Rep and Status
    Review your reps' progress on their projects.
    screenshot-crm.na1.insightly.com-2018-03-23-16-36-49.png
    Projects_by_Rep_and_by_Status.png
  4. Projects Completed by Month
    Observe how many projects were completed on a monthly basis.
    screenshot-crm.na1.insightly.com-2018-03-23-16-38-06.png
    Projects_Completed_by_Month.png

Leads

The Leads Dashboard also has four cards to view.

  1. Leads by Status
    Get an overview of the status of all your leads.
    screenshot-crm.na1.insightly.com-2018-03-23-17-20-45.png
    Leads_by_Status.png
  2. Leads by Source
    Discover where your team is most successful at gaining leads.
    screenshot-crm.na1.insightly.com-2018-03-23-17-21-39.png
    Leads_by_Source.png
  3. Leads by Month
    Examine where the status of your leads fell each month.
    screenshot-crm.na1.insightly.com-2018-03-23-17-22-27.png
    Leads_by_Month.png
  4. Top Reps by Lead
    Review how well your reps managed their leads.
    screenshot-crm.na1.insightly.com-2018-03-23-17-23-14.png
    Top_Reps_by_Leads.png
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