Answered

Dashboard

Im a little confused. As shown here, a dashboard is specifically mentioned yet I see that other users are asking for insightly to create one? What is the situation - do you or do you not have a dashboard? and if you do not, why are you promoting that you do?

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11 comments
  • Official comment

    Hello Everyone,

    Happy to provide the following information!

    Insightly does now offer Dashboards via your Insightly Account that are native to the system. Every account includes a set of standard dashboards. With higher subscriptions plans, you can create and edit your own for leads, opportunities, projects, and custom objects.

    Have a great day and rest of your week. 

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  • You guys need to get good dashboard.  The contents should be a calendar, the sales funnel with money numbers, and assigned tasks, and maybe a team view.  This really is critical in focusing users.  This is really missing from Insightly and SalesForce has it -- although they pollute their dashboard with a useless news feed.

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  • Hi Rod,

    We have a new integration with Power BI that segments your data in sections, maybe this will work for you!

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  • Lyla, if you're still working here.  I represent over 1,500 IQTELL users that are currently looking for a new CRM. While I think your program has a lot of potential, paying for a complicated 3rd party app to sort your data is ridiculous.  You guys need to *seriously* get a customizable dashboard in development and allow people to sort tasks by project and tags, not just type.

    Crazy that you guys would create such a robust CRM without these two very necessary features.  Killed my workflow almost as soon as I started working with the program.  :-(

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  • Thank you for your feedback, Ken!  This is a planned feature.  I'd recommend that you add your vote to that page to make sure you receive an update as soon as it's released.

    Also, keep an eye on our Product News page!  

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  • Hi Rod,

    The stream of your most recent Insightly activities that you see when you log into Insightly is what we refer to as our dashboard on the screenshot above from our website. What you've seen other customers ask for is a customizable dashboard with modules and graphs. While this feature is not on our roadmap, we will be keeping our eye out to see how many votes it gets in our community to tell us if it's something we should put up for consideration.

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  • Hi Ben, thank you for adding your additional input on this. Please add your vote at the original post to show your support for the request, if you haven't already.

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  • Lyla, I downloaded the Power BI tool and integrated with Insightly. It looks great!

     

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  • Do I have to pay separately for the Power Bi tool.... $25 per month??

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  • Hi Troy:

    Just like Insightly Power BI offers a free and a paid plan. If you opt to upgrade to their paid plan it is separate from Insightly. More information on Power BI pricing is offered on their website here.

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  • I also added a vote to the page you mentioned Dan P. This should be at the top of Insightly's list of things to do. Without a feature like this, you will get left behind. Too many competitors that provide out of the box custom dashboards. You guys have a great product, add this feature and you will really stand out!

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