How to Add Insight Widgets to Your Dashboard from Key Pages
You can now add relevant insight widgets to your dashboards directly from key pages — making it easier to bring analytics into your workflow without switching context.
1 min read219 words6 explained imagesUpdated Thu, 15 May, 2025 at 3:02 AM
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Each image has a one line explanation. Switch to full detail for the step it belongs to, the fields and buttons involved, examples and the whole procedure.
You can now add relevant insight widgets to your dashboards directly from key pages — making it easier to bring analytics into your workflow without switching context.
✨ What’s This For? Quickly view and track key metrics by bringing dashboardanalytics into your day-to-day workflow.
OpportunitiesStep 1 of 3: OpportunitiesWhat this shows Step 1 of 3: OpportunitiesWhat this showsShows what this covers for step 1 of 3 in the "Supported Pages" section of "How to Add Insight Widgets to Your Dashboard from Key Pages".This screenshot accompanies step 1 of 3 in the "Supported Pages" section of "How to Add Insight Widgets to Your Dashboard from Key Pages". At this point in the walkthrough you opportunities. For context, this section explains: Supported Pages Step 1: Navigate to a supported page (see list above). Step 2: Click the Dashboard Insights icon Step 3: Select the dashboard where you want to add widgets. Step 4: Review the suggested widgets and confirm your selection. Step 5: Click Add — the widgets will be added to the chosen…. This part of the guide covers 3 fields, listed below. The next step is to appointment Report.Step 1 of 3Image 1 of 6What this coversOpportunities
Fields in this part of the guideOpportunitiesAppointment ReportCall Report
Next stepAppointment ReportAll 3 steps in this procedure
Opportunities this image
Appointment Report
Call Report
Appointment ReportStep 2 of 3: Appointment ReportWhat this shows Step 2 of 3: Appointment ReportWhat this showsShows what this covers for step 2 of 3 in the "Supported Pages" section of "How to Add Insight Widgets to Your Dashboard from Key Pages".This screenshot accompanies step 2 of 3 in the "Supported Pages" section of "How to Add Insight Widgets to Your Dashboard from Key Pages". At this point in the walkthrough you appointment Report. For context, this section explains: Supported Pages Step 1: Navigate to a supported page (see list above). Step 2: Click the Dashboard Insights icon Step 3: Select the dashboard where you want to add widgets. Step 4: Review the suggested widgets and confirm your selection. Step 5: Click Add — the widgets will be added to the chosen…. This part of the guide covers 3 fields, listed below. The next step is to call Report.Step 2 of 3Image 2 of 6What this coversAppointment Report
Fields in this part of the guideOpportunitiesAppointment ReportCall Report
Next stepCall ReportAll 3 steps in this procedure
Opportunities
Appointment Report this image
Call Report
Call ReportStep 3 of 3: Call ReportWhat this shows Step 3 of 3: Call ReportWhat this showsShows what this covers for step 3 of 3 in the "Supported Pages" section of "How to Add Insight Widgets to Your Dashboard from Key Pages".This screenshot accompanies step 3 of 3 in the "Supported Pages" section of "How to Add Insight Widgets to Your Dashboard from Key Pages". At this point in the walkthrough you call Report. For context, this section explains: Supported Pages Step 1: Navigate to a supported page (see list above). Step 2: Click the Dashboard Insights icon Step 3: Select the dashboard where you want to add widgets. Step 4: Review the suggested widgets and confirm your selection. Step 5: Click Add — the widgets will be added to the chosen…. This part of the guide covers 3 fields, listed below.Step 3 of 3Image 3 of 6What this coversCall Report
Fields in this part of the guideOpportunitiesAppointment ReportCall Report
All 3 steps in this procedure
Opportunities
Appointment Report
Call Report this image
Step 1: Navigate to a supported page (see list above).
Step 2: Click the Dashboard Insights iconStep 2: Click the Dashboard Insights icon (image 4 of 6)What this shows Opportunities Appointment Report Call ReportWhat this showsIllustrates the "Step 2: Click the Dashboard Insights icon" section of "How to Add Insight Widgets to Your Dashboard from Key Pages".This screenshot appears in the "Step 2: Click the Dashboard Insights icon" section of "How to Add Insight Widgets to Your Dashboard from Key Pages". The text alongside this image reads: Opportunities Appointment Report Call Report. Immediately after, the guide continues: We’ll continue to expand this feature — keep checking back as we add more supported pages.Image 4 of 6What this coversOpportunities Appointment Report Call ReportNext stepWe’ll continue to expand this feature — keep checking back as we add more supported pages.
Step 3: Select the dashboard where you want to add widgets.
Step 4: Review the suggested widgets and confirm your selection.Step 4: Review the suggested widgets and confirm your selection. (image 5 of 6)What this shows Opportunities Appointment Report Call ReportWhat this showsIllustrates the "Step 4: Review the suggested widgets and confirm your selection." section of "How to Add Insight Widgets to Your Dashboard from Key Pages".This screenshot appears in the "Step 4: Review the suggested widgets and confirm your selection." section of "How to Add Insight Widgets to Your Dashboard from Key Pages". The text alongside this image reads: Opportunities Appointment Report Call Report. Immediately after, the guide continues: We’ll continue to expand this feature — keep checking back as we add more supported pages.Image 5 of 6What this coversOpportunities Appointment Report Call ReportNext stepWe’ll continue to expand this feature — keep checking back as we add more supported pages.
Step 5: Click Add — the widgets will be added to the chosen dashboard.
Step 6: You can stay on the same page or go to the dashboard to view insights.Step 6: You can stay on the same page or go to the dashboard to view insights. (image 6 of 6)What this shows Opportunities Appointment Report Call ReportWhat this showsIllustrates the "Step 6: You can stay on the same page or go to the dashboard to view insights." section of "How to Add Insight Widgets to Your Dashboard from Key Pages".This screenshot appears in the "Step 6: You can stay on the same page or go to the dashboard to view insights." section of "How to Add Insight Widgets to Your Dashboard from Key Pages". The text alongside this image reads: Opportunities Appointment Report Call Report. Immediately after, the guide continues: We’ll continue to expand this feature — keep checking back as we add more supported pages.Image 6 of 6What this coversOpportunities Appointment Report Call ReportNext stepWe’ll continue to expand this feature — keep checking back as we add more supported pages.
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We’ll continue to expand this feature — keep checking back as we add more supported pages.
