Insightly CRM Onboarding Part 6: Reporting & Dashboards

Reporting & Dashboards

Now that you have everything in your account set up and you’re getting comfortable using Insightly, you probably want a look at your business’s progress overall. That is where Reports and Dashboards come into play.

Reporting

Reports give you access to sort and drill down into your Insightly data for answers. For example you can run reports on the following:

  • How much revenue your company generated this quarter
  • Which sales representatives are bringing in the largest deals
  • How many satisfied customers you have

Insightly allows you to build a vast amount of reports that can provide value to multiple areas of your business.  

If you want to keep track of lead conversion rates from a specific time period or region or want an update of your projects and their status, you can do so with reports.

You can even see activity reports based on things like tasks completed and emails sent, as well as linked item reports where you can get data from one record and see the links to fields on any other record. We get it – you want to own your raw data and see results and we want to help make that happen.

Reports are best to use when you need to see your underlying data. You can create a few charts and graphs too if you want to see a visual representation of your data. If you need more sophisticated and complex visuals, stay tuned for dashboards!

Once you have saved a report (either to your personal or shared folder), you can schedule that report to go out on a regular basis to you and your team, as well as create an alert. Once the values of that of your report reaches a certain level, you will get an email alert and can act accordingly.

See the guide below to learn more about the capabilities of Insightly’s reporting system, as well as a couple videos on how to best utilize reports for your business.

Want to geek out some more on Reporting? Dive deeper in our Insightly CRM Reporting Guide

Dashboards

Dashboards also enable you to own your data, but through charts, graphs, gauges, and more. You can capture and share critical information to keep track of and make decisions from.

Do you need to know who your top performers are in sales? Do you want to see your projected versus actual revenue? Do you need to create calculated fields to see visualizations like average deal size or win rate? All of this can be tracked visually and can be shared across the team with dashboards.

All paid Insightly plans come with standard dashboards for leads, opportunities and projects, which are already built out and can even be set as your homepage.  

If you are on a professional plan or higher, you have the ability to create your own customized dashboards. They contain your own individually created cards, organized how you want, so you can get extremely granular with your data visualizations and drill into exactly what you need to see.  

The dashboards you create can then be shared with any team, such as your executives, managers, or individual sales reps, so you can give them the data that is most important to them. Meanwhile, Insightly dashboards will be updating in the background and giving you the most up to date data.

For a more in depth look on Dashboards, check out our Guide to Insightly Dashboards here.

And that marks the end of your guided onboarding. Thank you so much for choosing Insightly!

If you would like to review what we’ve learned, you can look at our previous guides:

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