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Permission needed:
All users
Available with Product:
Insights

Explore how to edit dashboards to find the right insights within your data.

Upsales Insights requires the Insights add-on.

 

  1. Click Analytics → Upsales Insights and then choose a dashboard: 
tab.jpg
  1. Click a filter to adjust:

    adjust.jpg

     
  2. Click Reload to update the filtered data:

    reload.jpg

     
  3. Click the filters icon to show/hide filters:

    hide.jpg

     
  4. Click the three dots (···) to refresh data, download/schedule a report delivery, or reset filters:

    options.jpg

    Download is available to users with the Can export data permission. Scheduling a delivery is available to administrators and to users listed under Settings → Analytics → Upsales Insights → Users with explore access.
     

 

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