Dashboards and Reporting

Explore dashboards and reporting in Insightly CRM

Create interactive, real-time visualizations in minutes

 Is there anything more important than understanding how your business is performing? With Insightly CRM, you can create reports and dashboards from the data in Insightly so you can make decisions based on what’s happening with your business in real-time.  

Insightly reports and dashboards are great tools to get to a single source of truth that everyone at your company can share and align around. You can save time on handoffs across teams, and you’ll get a consistent understanding of your business. 

Any data you capture in Insightly can be translated to reports and dashboards so that you can quickly and easily see how your business and your team are performing. 

Getting the most from dashboards and reporting

Configure and customize reports

Insightly offers flexible reporting options that make it easy to share and evaluate your business performance. Create custom reports based on standard and custom objects and fields in your CRM data. Schedule reports to run at any time and send reports to anyone automatically. You can organize reports into personal or shared folders and also download reports to analyze and share raw data. 

Get at-a-glance business performance

Every account includes a set of standard dashboards. With Insightly’s Professional and Enterprise plans, you can create and edit your own dashboard cards based on leads, opportunities, projects, and custom objects and fields. Insightly offers about 50 different ways to visualize 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 and team members.  

Create and share role-specific dashboards

Defining metrics for each role at your organization and creating dashboards from those metrics drives ownership and consistent results. You can build dashboards and cards that reflect performance at a company, team, or individual level across metrics like sales quotas, revenue by product and service, conversion rates, conversion through the sales funnel, projects by status, and more. Design your dashboards and cards around role-specific data and then share the information at the appropriate levels of your organization. 

Go deeper into your data with dashboard drill paths

Drill paths allow you to maximize the value of your data by making it easy to analyze data across your dashboard cards. For example, you can drill down into your dashboard card for revenue by state by clicking into the card to see:

  • Revenue by a specific state (for example, California) 
  • Revenue by every customer in that state
  • Revenue by each product for every customer

Each step in the visualization happens through a simple click into the dashboard card. 

You have the flexibility to remove, add, and edit steps in the drill path to visualize the data in a way that is most helpful for you and your business. 

Stay informed while you’re out in the field

Insightly dashboards are accessible on mobile so you and your team can stay connected and informed while on the go. The Insightly mobile application home page displays any dashboards that have been created via the Insightly web application and will display based on user permissions (another great reason to create dashboards by role). All dashboards and dashboard cards available on the web application are accessible within the mobile application and are read-only on mobile. 

Frequently Asked Questions

Do all Insightly plans include customizable reports?

Yes, all Insightly plans allow you to create and customize reports based on the objects and fields you’ve created in Insightly.

Do all Insightly plans include customizable dashboards?

All Insightly plans include dashboards, but only Professional and Enterprise plans include customizable dashboard cards.

Is there a limit to the number of dashboard cards I can customize?

You can create 100 customized dashboard cards with an Insightly Professional plan, and an unlimited number of cards with Insightly’s Enterprise plan.