What are dashboard cards?

This article is part of the Guide to Insightly Dashboards

What is the difference between a dashboard and a dashboard card? Dashboards are where dashboard cards live, and each dashboard card contains a chart. A dashboard without cards is an empty page waiting to be filled.

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Dashboard cards are created with your Insightly data. You choose the type of chart or graph you want to display and the data you want to measure. A card can display information from up to 100 records.

Insightly will instantly create a rich, insightful diagram that will help you understand your business and how it functions. 

You can resize and move cards around a dashboard.

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At a glance, you'll be able to see a card's title, summary number, and chart. By hovering over the icons at the bottom of each card, you will be able to identify the card owner and the data source.What_Are_Dashboard_Cards_1.png

If you prefer, you can also view the card's data in a table.Viewing_Dashboard_Cards_7.png

Creating a card can seem intimidating with all the options for customization, but once you get started, you'll be fine.

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