📶 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!