When you open Upsales Insights, you first see the Start tab, with a list of your Favorites, any dashboards that are shared with you, and the Upsales Standard dashboards.
To mark a dashboard as a favorite, select the heart icon to the right of the dashboard name. You can remove a dashboard from your Favorites list by selecting the heart icon again.
To open a dashboard, select the name of the dashboard.
To create your own dashboard, select Create. A selection page opens to help you choose a starting data model. Select a Default data model, or select a Custom data model category to start building your Insights dashboard. You can also use the Dashboards tab (previously called Explores) to start building a dashboard.
