How to Add Insight Widgets to Your Dashboard from Key Pages

You can now add relevant insight widgets to your dashboards directly from key pages — making it easier to bring analytics into your workflow without switching context.

✨ What’s This For?
Quickly view and track key metrics by bringing dashboard analytics into your day-to-day workflow.

TABLE OF CONTENTS

• Supported Pages
• Step 1: Navigate to a supported page (see list above).
• Step 2: Click the Dashboard Insights icon
• Step 3: Select the dashboard where you want to add widgets.
• Step 4: Review the suggested widgets and confirm your selection.
• Step 5: Click Add — the widgets will be added to the chosen dashboard.
• Step 6: You can stay on the same page or go to the dashboard to view insights.
• More Pages Coming Soon!

Supported Pages

• Opportunities
• Appointment Report
• Call Report

Step 1: Navigate to a supported page (see list above).

Step 2: Click the Dashboard Insights icon

Step 3: Select the dashboard where you want to add widgets.

Step 4: Review the suggested widgets and confirm your selection.

Step 5: Click Add — the widgets will be added to the chosen dashboard.

Step 6: You can stay on the same page or go to the dashboard to view insights.

More Pages Coming Soon!