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Kourtney Stuthard

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Activity overview

Latest activity by Kourtney Stuthard
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    Kourtney Stuthard created an article,

    [Insightly Classic] How to delete data

    Insightly Classic is the old version of Insightly. It's not available to new accounts. Users on Insightly Classic can switch over to the latest version. There are several ways to delete data in Ins...

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    Kourtney Stuthard created an article,

    Dashboard Card Example #5: Project Pipeline Funnel

    What this card is for: To view the current stages of all your projects grouped together. Understanding your progress towards your deliverables will help ensure you can properly plan for completion....

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    Kourtney Stuthard created an article,

    Dashboard Card Example #4: New Business by Sales Rep

    What this card is for: To see which members of your sales team are pulling in the most new business.  Click the images below to enlarge them. New Business by Sales Rep Select the Horizontal Bar ch...

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    Kourtney Stuthard created an article,

    Dashboard Card Example #3: Leads by Source

    What this card is for: To understand which lead sources are successful and which sources should be reviewed. Click the images below to enlarge them. Leads by Source Select the Donut Graph. Categor...

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    Kourtney Stuthard created an article,

    Dashboard Card Example #2: Goal Setting: Annual Revenue for Current Fiscal Year

    What this card is for: This card will help you set a goal for your annual revenue and track the progress made by your team. Use this chart to measure your company’s performance for the current fisc...

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    Kourtney Stuthard created an article,

    Dashboard Card Example #1: Opportunities by State

    What this card is for: This card will show you the state your Opportunities are in as a whole. Each slice of the Pie Graph represents a stage: Won, Lost, Suspended, or Abandoned. Click the images b...

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    Kourtney Stuthard created an article,

    Dashboards: Data Visualization Basics

    Understanding data visualization is a big part of making your dashboards work for you. Beyond choosing the right chart, it isn’t always apparent to beginners which fields need to be used to get ins...

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    Kourtney Stuthard commented,

    Hi Thomas, If a field appears darker grey in the list and is not able to be added to your layout, that means the field has already been added to the page layout. Please see How to edit or create a ...

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    Kourtney Stuthard commented,

    Hi michael.v.griffis, Custom calculated fields are available for our customers on Enterprise plans. If you are on that plan, you should be able to follow the steps in this article to create a field...

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    Kourtney Stuthard commented,

    Official comment

    Hi everyone, I'm here to announce Custom Calculated Fields. Custom calculated fields allow you to create mathematical formulas using C# (C sharp). The formulas you can create and their resulting va...