Not planned

Customisable homepage

It would be great to be able to have a homepage with the customisable widgets on it, so I can see the data that's important to me all on one page (like the calendar showing my milestones, the top 5 tasks for the day, opportunities closing this week etc). Recent activity could be one of these widgets.

At the moment, if I want an overview of everything that I need to deal with that day, I have to click through onto each section of the software. It would be great to get an overview of the key things in each section in one place.

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Comments

45 comments
  • +1 vote for the customizable homepage. 

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  • This is an awesome idea!

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  • What is the status on this?

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  • I'm struggling to understand how two years on this still isn't planned?

    It's an essential aspect of the software, yet doesn't seem to be a priority?

    It's such a shame this software doesn't have a great "home page" dashboard where I can instantly see what tasks I need to be working on, which proposals I have out and are due to close this month, etc.

    Zoho had a great dashboard - I've only moved across to Insightly because the integrations are better - but it's a shame the current homescreen is as good as useless.  I don't want to see what I've just done - I need to see what I'm meant to be working on!

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  • Can we also add that the Home-screen only shows the files you have access to and not all of the files in the system.

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  • +1. I logged into this section right now to add my vote for this, knowing that someone else would have already suggested this. Home screen right now provides no value for me. I want to see 'My Day' in a snapshot. 

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  • Ok, two years after I suggested this and nothing doing. So I cancelled my account. There's really little point in having a suggestion section if nothing gets changed. It's not like I'm the only one who wants it. For me, it's becoming increasingly clear that there's little investment in developing the product and two years on I'm still struggling with the lack of functionality. No replies when people ask for updates... I'm done

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  • I did the same - I had to go elsewhere.

    A shame, as Insightly was so good in so many areas, but to not have a "dashboard" showing me what I needed to be doing was just unworkable.

    So my money is being spent elsewhere too.

     

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  • Well I think you're wrong. Customized task category's show me all my to do's and a quick click to a custom report shows me my pipeline and everything I'm working to close. Between the two I can't imagine what I'm missing and I've used Zoho, Act and Goldmine in the past.

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  • Two years for a major features is definitely too long...

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  • Well I think you're right Emma.  When I was searching for a new CRM a couple of years ago I was definately impressed with Insightly.  I loved the way it looked and the user interface.  It was easy to use and, more importantly, easy to teach to others.

    However, there were a few things that were deal breakers including the lack of a customizable dashboard.  I made a number of feature requested and chimed in a bunch of others - many of which were asking for same thing I was.  Despite that, none of the features have been addressed, much less added.  Instead, most of the requests are answered by Insightly "Heroes" who try to tell us why really don't need that feature - or suggest a work around.

    I don't want work arounds.  I don't want to have to buy another service to make Insightly work.  I want to do real work in the real world.  Insightly, however, appears to be content with the current revenue they have.  There have been no feature announcements since April and there has been nothing of significance this year.  Integration with Slack?  Who asked for that?  Your own developers.

    It appears to me that Insightly threw together a good looking CRM, put it on the market and now has no interest in investing in development other than minor improvements.  Do they even employee full time developers?  I doubt it.

    So yes, like Emma and Gavin, I threw in the towel on Insightly.

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  • +1, this would be an extremely useful feature for glancing reviews. As I side I do unfortunately concur with Dave above, as it seems the workaround time on most of the highest voted request are unbelievably long. While I appreciate that they're open to suggestions and actively want to participate with the company, the fact that they lack the sort of robust customisation that you'd find in something like Salesforce forces us entirely to rely on new features to help us get close to what we want but it takes months if not years to get anything meaningful out of it.

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  • Please make the home page customizable. When will this be completed? It's says "Planned" but there is no date and this request was back in 2015. Thanks!

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  • This is long overdue. Insightly, the community would really benefit from some feedback from you all on this subject. The new user experience is a huge step in the right direction, but a lack of a custom dashboard/homepage is unbelievably disappointing. This request was put in nearly 3 years ago. Since then, several competing CRM's have entered the market and offered easy to use, customizable dashboards that allow the user to reshape and place specific reports exactly where they want them. 

    Going through Power BI or Cyfe or Insightly's custom reports feature is simply a pain. No one wants to do that. Keep those as options for power users to create their own work, but you must offer built-in and customizable dashboards and reports that you can access right from the homepage. 

    Agile CRM has a great dashboard creation feature. I was so impressed with it that I contacted their salespeople directly. They have set up a meeting with me for next Monday. If they can help me build the same workflows that we use in Insightly, coupled with their powerful and easy to use dashboard, they will take an entire business away from using Insightly full time. Insightly has such a great foundation as a CRM and we would love to make it our permanent home. But quick and easy insight into our business development team's progress is too important for us and customizable dashboards are a must have. I, along with many others, eagerly await your response. 

    Thank you. 

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  • Hi folks! Just wanted to give a quick update. We have changed the status of this request to Not Right Now. The focus of our next release will be around Custom Objects. Following that release, we will be making some improvements for the Dashboard feature we released earlier this year.

    We'll keep an eye on this thread and will update everyone if anything changes. 

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