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.

130

Comments

45 comments
  • Plus One for me. The main page offers no real value to me. But quickly displaying due tasks / projects, recent emails would be great. Having this in a "widget" style would offer max flexibility to anyone using this page.

    6
    Comment actions Permalink
  • 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!

    5
    Comment actions Permalink
  • I keep checking back to see if there has been any valuable input from Insightly reps on this topic but there never is.  A useful home page seems like a no-brainer and the lack of one is one of the three items that is keeping me from signing up.

    Look at ANY OTHER CRM - they all have a more informative home page.

    4
    Comment actions Permalink
  • Hi Dave. Right now, the team is concentrating on an advanced reporting solution which is a very high priority to our customers but this is definitely on our radar. 

    4
    Comment actions Permalink
  • Insightly's lack of a user-customizable dashboard--or at least a worthwhile dashboard--is a huge problem for our team as well. I'm having a great deal of trouble getting key team member to adopt the program because it is hard for them to see the information they need in a user-friendly format. Now, a key team member is asking that we switch to another software. So, yeah, plus one for us on this issue and I'm disappointed to learn it's not on your immediate road map.

    4
    Comment actions Permalink
  • +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. 

    4
    Comment actions Permalink
  • 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

    4
    Comment actions Permalink
  • Thank you for your suggestions for the homepage and please keep them coming!

    Maria - product manager

    3
    Comment actions Permalink
  • Yes this is desperately needed. It is the most glaring omission compared to other CRM solutions.

    The current home page offers zero value. It does no good to me to see that the last 5 things I did was change an email address, update spelling, add a phone number and create a new contact. 

    Take a look at ZOHO or Capsule or Pipedrive to give you guys an idea of different ways a homepage can be much more useful.

    3
    Comment actions Permalink
  • this feature is a must have i don't understand why the homepage is so useless ...

    3
    Comment actions Permalink
  • +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.

    3
    Comment actions Permalink
  • 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. 

    3
    Comment actions Permalink
  • Yes, would like to be able to choose what tab I open to besides the stream/home page. I'd like to open right to Projects.

    2
    Comment actions Permalink
  • Great idea !

    There is a great need for dashboard to show the critical things.

    Thanks.

    2
    Comment actions Permalink
  • Yes, please - a user-customizable dashboard is a huge need!  Each different job function in our group has different things they want to see and track on a daily basis, so what works for a road warrior is going to be different that what works for inside sales, product development, or marketing.

    2
    Comment actions Permalink
  • I'm having a hard time getting my team to use Insightly, I think this feature would go a long way. What I really need is the ability to add custom text to the homepage. I'd like Insightly to be a place where my team regularly goes, and we've integrated mapping via the API, it would be so much more seamless if they could link to the map from within Insightly.

    2
    Comment actions Permalink
  • Hi Brenda, 

    Thanks for letting us know. What kind of timeline does Insightly have in mind in launching the homepage? Are there any betas being launched, so that we may play a role in providing customer feedback to improve the experience for later users? It would be of immense added value if it were launched in the near future, as it is a big omission.

    Having a customisable homepage would be a hit in the ballpark for Insightly and would add to the already pleasant user experience. A quick glance at of optional widgets on a dashboard to have a better indication of;

    tasks

    geographical locations of opportunities

    stages and number of opportunities in various phases of the pipeline

    % of opportunities lost and won

    a pie chart of the different categories and customer profiles

    number of incoming new opportunities over time

    opportunities that have not been contact in 3 months

     

    would save time and allow the user to jump right in. Simply said, put the report section on the dashboard in live time and make it interactive so that the user can click that opportunity/contact/task to dive in.  Time is a valuable and rummaging through Insightly is to qoute a famous meme; aint nobody got time for that.

    Having this option would remove our drive to seek other CRM solutions outside of Insightly. Please let us know and I look forward to your quick reply. 

    Thanks in advance. 

    P.s: We are very happy with the Insightly Chrome Sidebar extension, well done! This is a step in the right direction, doing the above in the near future would be fantastic.

    2
    Comment actions Permalink
  • Yeah same here - new to Insightly but not to CRM and this is going to be a deal-breaker for me. Won't be subscribing now I have seen this thread until I can at the least simply replace the activity feed with something more useful to the sales guys.. :|

     

    2
    Comment actions Permalink
  • Having a customizable home page would be amazing.

    We have three users on the basic plan and I must be honest - I spent a few hours today looking at other similarly-priced CRMs with the thought of switching to another provider because (1) we really could benefit from a customizable dashboard and (2) I dislike the Insightly user interface. It is in need of an update.

    I'm currently testing out free accounts with both Agile CRM and vtiger and the thought of switching over before I add any more users to Insightly is tempting. Agile CRM is also $15/user/mo and vtiger is only $12/user/mo. Both have customizable dashboards, modern user interfaces, and most if not all of Insightly's features + extra integrations.

    2
    Comment actions Permalink
  • I opened a new discussion on this very same issue here, not knowing it has already com up...

    A "real" dashboard would be great. 

    See Zoho CRM as an example, which is offering a dashboard with customization options.

    Or see http://www.cyfe.com/  who provide this type of dashboards (maybe it can be incorporate it into insightly?)

    2
    Comment actions Permalink
  • 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.

     

    2
    Comment actions Permalink
  • 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.

    2
    Comment actions Permalink
  • Great idea Emma. Have my vote.

    1
    Comment actions Permalink
  • Hi Marcello. Thanks for taking the time to provide this constructive feedback. We'd love to have you as a beta tester one day. We always make an announcement for beta testers here in the community first, so keep your eye out for such posts under Product Feedback. For this request, we are reading feedback and gathering information. However, from the optional widgets you described above, we look forward to hearing your thoughts on our Advanced Reporting solution when it's rolled out.

    p.s. Appreciate the kind words on the Insightly Sidebar. I'll be sure to share it with the team. :)

     

    1
    Comment actions Permalink
  • @Lura and @Scott - Thank you for your feedback. 

    Scott, I'm sorry that this doesn't work out for you, but we appreciate you letting us know how you feel. 

    1
    Comment actions Permalink
  • customize LOTS of things!! As I said in a different post, allow users to have links into and from the app, so it can be a better part of an integrated experience! Establish a mechanism to link into a particular section of the app, given a URL, and to link from a particular section of the app, maintaining context. If I want to jump to a time entry system, allow me to do so from a task, and provide a means by which that task's context can be established in that time entry system, and vice versa.  

    1
    Comment actions Permalink
  • +1 vote from me for the customizeable hp

    1
    Comment actions Permalink
  • Yes to all of the above. I cant believe it has been left with 70% unused space, its a terrible page for a home page. No Value at all. 

    1
    Comment actions Permalink
  • Pls at least add a date filter too?  That way I can review all activity for a certain day by user.

    1
    Comment actions Permalink
  • A customizable Dashboard would be HUGELY helpful! I do a lot of software testing and workflow solutions consulting for other small businesses, and this feature would really put Insightly at the head of the class! I envision having drag and drop "module" boxes much like the Windows 8/10 tiles that you can organize and size to meet your needs, with each one displaying some part of one's data within Insightly. Even adding one that's a blank iframe capable (may be some newer, better format, I'm only techy enough to be dangerous!) module so people could do other things with it would be awesome. Kind of like what igoogle used to offer? 

    1
    Comment actions Permalink

Please sign in to leave a comment.