Sub-Account Dashboards & Reporting: Instant Dashboard Insights

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 Insights
 icon.
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!
Click here for the detailed help doc!