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Available with Product:
Insights

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

 

  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

Explore the Insights add-on

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