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Insightly CRM
Dashboards

What are Dashboards?
What are Dashboard Cards?
Insightly's standard dashboards
Reviewing Dashboards and Dashboard Cards
How to create a dashboard
How to Create a Dashboard Card
How to add a Dashboard Card to a Dashboard
How to Clone Dashboards and Dashboard Cards
How to Share a Dashboard Card
Understanding the dashboard card edit page
Choosing the Right Chart for Your Insightly Dashboard
How to create a calculated field for an Insightly dashboard card
Viewing a Dashboard
Viewing a Dashboard Card
How to filter a dashboard card
How to delete a dashboard
How to delete a dashboard card
Dashboards: Data Visualization Basics
Dashboard Card Example #1: Opportunities by State
Dashboard Card Example #2: Goal Setting: Annual Revenue for Current Fiscal Year
Dashboard Card Example #3: Leads by Source
Dashboard Card Example #4: New Business by Sales Rep
Dashboard Card Example #5: Project Pipeline Funnel
Dashboard Card Example #6: Leader board Dashboard card

Dashboard Card Example #6: Leader board Dashboard card

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