Adding Insight Widgets from Key Pages

Pull relevant widgets directly onto pages you already work from instead of switching to your dashboard.

Supported pages

Opportunities page, Appointment Report, Call Report.

How to add insight widgets

1. Click the Dashboard Insights icon on a supported page.
2. Choose a dashboard to pull widgets from.
3. Review suggested widgets based on the page.
4. Click Add.
5. View insights on the page, or open the full dashboard.