Introduction to Insights

Update: Improvements to Insights Dashboards

As of today, some of your Insights dashboards might look a bit different compared to what they us...

Webinar: Introduktion till Insights - Del 1 (swedish)

I detta webinarie lär vi dig grunderna i Upsales Insights. Detta är del 1 av webinariet, klicka h...

Webinar: Introduktion till Insights - Del 2 (Swedish)

Detta är fortsättningen på introduktionen till Insights. Klicka här för att se första delen. Följ...

Working with the Upsales Insights Start Page

When you open Upsales Insights, you first see the Start tab, with a list of your Favorites, any d...

Upsales Insights Terminology

Key terms to know when getting started: Looks Dashboards Tiles Explores Dimensions Measures Loo...

Building a dashboard in Insights

The second part of the introductory tutorial series of Insights with focus on how to build a dash...

Dashboard management in Insights

Upsales Insights: Permissions to view dashboards

If users or roles can't see a dashboard, here's how to change their access levels. How to change ...

Values not updating in Insights report

Numbers not updating correctly in Upsales Insights? This is usually Upsales saves some informatio...

The Explores

When clicking the ”Explores”-button to create a Look, you might notice that your Upsales data is ...

Explanation of dimensions and measures in Insights

There are a lot of dimensions and measures in Insights, and at first, you might be confused or ov...