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…
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. Supported PagesOpportunitiesAppointment ReportCall Report
- Navigate to a supported page (see list above).
- Click the Dashboard Insights icon
- Select the dashboard where you want to add widgets.
- Review the suggested widgets and confirm your selection.
- Click Add — the widgets will be added to the chosen dashboard.
- You can stay on the same page or go to the dashboard to view insights.More Pages Coming Soon!We’ll continue to expand this feature — keep checking back as we add more supported pages.
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