How to filter data in Insights – Upsales Help Centre

Permission needed:

All users

Available in add-on:

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

Click Analytics → Upsales Insights and then choose a dashboard:

Click a filter to adjust:
Click Reload to update the filtered data:
Click the filters icon to show/hide filters:
Click the three dots to refresh data, download/schedule a report delivery, or reset filters:

Explore the Insights add-on