Add powerful analytics right from where the action happens!
What’s New?
You can now add relevant dashboard widgets directly from key pages like
Opportunities
, Appointment Reports
, and Call Reports
— no need to leave the page!How It Works:
While viewing any of the supported pages:
- Click the Dashboard Insightsicon.
- Choose the dashboard where you want to add widgets.
- Confirm the widgets to add.
- Click Confirm & Add— and you’re done!
- Stay on the page or head over to the dashboard to view the insights.
Why it Matters:
No more jumping between pages to build dashboards. This feature brings dashboard customization into the flow of your daily work, helping you track performance with context — right where you need it.
Coming Soon:
We’re working on expanding this to more areas across the platform!
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