Kourtney Stuthard

[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...

• Edited March 06, 2019 22:17

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....

• Edited March 12, 2019 00:37

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...

• Edited March 12, 2019 00:33

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...

• Edited March 12, 2019 00:36

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...

• Edited March 12, 2019 00:36

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...

• Edited March 12, 2019 00:34

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...

• Edited March 05, 2019 17:01