Kourtney Stuthard

1. Reporting & Dashboards
2. Dashboards

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 September 27, 2019 17:44
• 1 follower
• 0 comments
• 1 vote

1. Reporting & Dashboards
2. Dashboards

What this card is for: To see which members of your sales team are pulling in the most new business.  New Business by Sales Rep Select the Horizontal Bar chart. Categories > User Responsible. Drag...

• Edited September 27, 2019 17:44
• 1 follower
• 0 comments
• -1 votes

1. Reporting & Dashboards
2. Dashboards

What this card is for: To understand which lead sources are successful and which sources should be reviewed. Leads by Source Select the Donut Graph. Categories > Lead Source. Drag Lead Source to D...

• Edited September 27, 2019 17:43
• 1 follower
• 0 comments
• -1 votes

1. Reporting & Dashboards
2. Dashboards

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 September 27, 2019 17:43
• 1 follower
• 0 comments
• 0 votes

1. Reporting & Dashboards
2. Dashboards

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. Opportunities by S...

• Edited September 27, 2019 17:43
• 1 follower
• 0 comments
• 0 votes

1. Insightly Marketing
2. Emails

If you've created an Email and later decide you want to use it again later, you can save that Email as an Email template. To create the template Go to Emails. Find your Email and click the three-d...

• Edited September 26, 2019 20:59
• 1 follower
• 0 comments
• 0 votes

1. Insightly Marketing
2. Connecting CRM

If you are using both Insightly CRM and Insightly Marketing, some of your records in each platform may share information. You can set up field mapping to match the fields and let Insightly automati...

• Edited September 26, 2019 18:26
• 1 follower
• 0 comments
• 0 votes

1. FAQ
2. Products, Price Books, & Quotes

Question How is taxation calculated for a Quote? Answer Taxes are manually entered by the user. Open a Quote. Scroll to the Quote Totals section.  Hover over the Tax field. Click on the pencil ico...

• Edited September 26, 2019 00:25
• 1 follower
• 0 comments
• 0 votes

1. Getting Started in CRM
2. Beginner's Guide: Admin

To manage your Insightly subscription, open the profile menu and select Billing & Account. This option will only appear to administrators. Account statistics The next screen that appears will disp...

• Edited September 26, 2019 00:24
• 1 follower
• 0 comments
• 0 votes

1. Reporting & Dashboards
2. Dashboards

This article is part of the Guide to Insightly Dashboards If you don't know where to start with dashboards, look no further than our Standard Dashboards. Every account, regardless of your payment p...

• Edited September 26, 2019 00:21
• 1 follower
• 0 comments
• 0 votes