Visualize the metrics that matter most to your business

Watch this webinar from December 7th, 2022

Visualize the Metrics that Matter Most to Your Business

Your CRM holds mission-critical information about the health of your business and how it is performing. But how do you maximize the power of your data to help your business performance skyrocket? With dashboards and reporting.

Building dashboards in Insightly allows everyone, even non-technical users, to create interactive, real-time visualizations in just a few minutes.

With Insightly, you can customize around your unique KPIs so that your key metrics are visible at a glance, and you have the ability to make decisions based on what’s happening with your business in real time.

Insightly dashboards are a great way to get to a single source of truth that everyone at your company can align around – you’re saving time on handoffs across teams, and your understanding of the business is consistent.

Users on the Professional Plan can create up to 100 dashboard cards that can be shared. Users on the Enterprise plan can create an unlimited number of individual cards, shared cards and dashboards amongst all users.

Insightly offers about 50 different ways to visualize the data, with maps for regional views, gauges to demonstrate how close you are to quarter or yearly goal attainment, and bar charts to compare performance between teams. We’re also constantly iterating dashboards based on customer feedback to make them even more valuable and Felipe will be demoing some new exciting features as well.

This webinar will show you how you can use dashboards and reports to generate real insights into your business performance. The webinar includes a live demo, tips and tricks for building great dashboards, and an interview with Insightly customer Amber Livingston from Multifamily Utility Company.