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Help!!

I've been sat trying to make a card with literally just the leads made this year... leads on Y and Months on X

It's so simple yet I can't even work out how to do it! 

Can someone help! 

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  • Hey Courtney,

    I think I might be able to help you here. First, open the standard Leads dashboard (this one is pre-created by Insightly).

     

    There's a card called "Leads by Month". Hover over the card, click the wrench icon that appears in the upper right, and select "Clone this Card".

    Now, go back to the Dashboards page.  Click Cards.

    Click the dropdown in the upper left and select "My Cards". There you'll find the cloned card. Open the card.

    Go to the Actions dropdown in the upper right and select "Edit This Card". Once you're viewing the edit page, select the Date Range dropdown and select "This Year". Click "Apply".

     

    I hope this is helpful! Please let me know if you have any questions or concerns!

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