# 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.

- Source: https://docs.ghlcustomercare.com/docs/dashboards/dashboard-widgets/how-to-add-insight-widgets-to-your-dashboard-from-key-pages
- Section: Dashboards / Dashboard Widgets
- Reading time: 1 min
- Images: 6, each explained below
- Modified on Thu, 15 May, 2025 at 3:02 AM

---
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 **dashboard** **analytics** into your day-to-day workflow.

**TABLE OF CONTENTS**

-   [Supported Pages](#supported-pages)
-   [Step 1: Navigate to a supported page (see list above).](#step-1-navigate-to-a-supported-page-see-list-above)
-   [Step 2: Click the Dashboard Insights icon](#step-2-click-the-dashboard-insights-icon)
-   [Step 3: Select the dashboard where you want to add widgets.](#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)
-   [Step 5: Click Add — the widgets will be added to the chosen dashboard.](#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)
-   [More Pages Coming Soon!](#more-pages-coming-soon)

---

### **Supported Pages**

-   Opportunities
    
    
![Step 1 of 3: Opportunities](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155046664780/original/E2VN-iVzXlV8O6cqOCWW9sDknldOcuToHA.png)

**Step 1 of 3: Opportunities**

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.
- What this covers: Opportunities
- Fields: Opportunities, Appointment Report, Call Report
- Next: Appointment Report

Full procedure:

1. Opportunities  <- this image
2. Appointment Report
3. Call Report

    
-   Appointment Report
    
    
![Step 2 of 3: Appointment Report](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155046664744/original/Ric8q_KJCOGaesbnCayUPznBxSE70ixllA.png)

**Step 2 of 3: Appointment Report**

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.
- What this covers: Appointment Report
- Fields: Opportunities, Appointment Report, Call Report
- Next: Call Report

Full procedure:

1. Opportunities
2. Appointment Report  <- this image
3. Call Report

    
-   Call Report
    
    
![Step 3 of 3: Call Report](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155046664779/original/3syqiVCtek_3oI9To2EdD47NxbYw4PGfzQ.png)

**Step 3 of 3: Call Report**

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.
- What this covers: Call Report
- Fields: Opportunities, Appointment Report, Call Report

Full procedure:

1. Opportunities
2. Appointment Report
3. Call Report  <- this image

    

---

### **Step 1: Navigate to a supported page (see list above).**

### **Step 2: Click the Dashboard Insights icon

![Step 2: Click the Dashboard Insights icon (image 4 of 6)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155046664699/original/ZaaLNXNQVKittnCZjKroAfNn7LWrQ3k0PQ.png)

**Step 2: Click the Dashboard Insights icon (image 4 of 6)**

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.
- What this covers: Opportunities Appointment Report Call Report
- Next: We’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)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155046664725/original/wq24MSgSAs8stzumcDcw7w6AT1x2orzu9g.png)

**Step 4: Review the suggested widgets and confirm your selection. (image 5 of 6)**

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.
- What this covers: Opportunities Appointment Report Call Report
- Next: We’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)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155046664729/original/npjIibBtIspkaq27Y8JWIGsEBUuM8iT5ZQ.png)

**Step 6: You can stay on the same page or go to the dashboard to view insights. (image 6 of 6)**

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.
- What this covers: Opportunities Appointment Report Call Report
- Next: We’ll continue to expand this feature — keep checking back as we add more supported pages.

**

---

### **More Pages Coming Soon!**

We’ll continue to expand this feature — keep checking back as we add more supported pages.

---

---

Documentation for GHL Customer Care. Support: support@ghlcustomercare.com