Adding Insight Widgets to Dashboards from Key Pages

You can add relevant data widgets to your dashboards directly from key areas of the CRM. This allows you to integrate important analytics into your daily workflow without needing to navigate away from the page you are working on.

Supported Pages

You can currently add widgets from the following pages:

• Opportunities
• Appointment Report
• Call Report

Support for additional pages will be added in the future.

How to Add Widgets

Follow these steps to add insight widgets to a dashboard from a supported page.

Step 1: Go to a Supported Page

Navigate to one of the supported pages listed above, such as the Opportunities page or a report page.

Step 2: Click the Dashboard Insights Icon

On the supported page, locate and click the Dashboard Insights icon.

Step 3: Select a Dashboard

A window will appear. Select the specific dashboard where you want the new insight widgets to be placed.

Step 4: Review and Confirm Widgets

The system will display a set of suggested widgets based on the page you are on. Review the suggestions and confirm your selection.

Step 5: Add the Widgets

Click the Add button. The selected widgets will be added to the dashboard you chose.

Step 6: View Your Insights

You can choose to stay on the current page or navigate to the dashboard immediately to see the newly added widgets and their data.

Future Updates

This feature will be expanded to include more pages within the CRM. Check back for updates as new supported pages are added.