Dashboards
- The Guide to Insightly Dashboards
- What are dashboards?
- What are dashboard cards?
- Insightly's standard dashboards
- How to create a dashboard
- How to create a dashboard card
- How to add a card to a dashboard
- How to clone a dashboard card
- How to share a dashboard card
- Understanding the dashboard card edit page
- Choosing the right chart for your Insightly dashboard
- How to create a calculated field for an Insightly dashboard card
- Viewing a dashboard
- Viewing a dashboard card
- How to filter a dashboard card
- How to delete a dashboard
- How to delete a dashboard card
- Dashboards: Data Visualization Basics
- Dashboard Card Example #1: Opportunities by State
- Dashboard Card Example #2: Goal Setting: Annual Revenue for Current Fiscal Year
- Dashboard Card Example #3: Leads by Source
- Dashboard Card Example #4: New Business by Sales Rep
- Dashboard Card Example #5: Project Pipeline Funnel