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Insightly's standard dashboards

Updated

Every account has the Insightly-built Standard Dashboards, whatever the plan. Three of them, covering opportunities, projects, and leads, with 18 cards between them.

Standard Dashboard Cards cannot be edited or deleted. Advanced plans can build their own dashboards and clone the standard cards as a starting point.

Standard Dashboards List in Insightly CRM — The image shows a list of three built-in dashboards in Insightly CRM: Opportunities Dashboard, Projects Dashboard, and Leads Dashboard, each with a brief description of its contents. This helps users understand which pre-built dashboards are available and what data each one is designed to display.

ℹ️ What each card shows depends on your own data, so a card can come up empty if you do not use the field or object it draws on.

ℹ️ These charts are not restricted by date. Where a card uses a pipeline, Insightly picks the first pipeline it finds alphabetically, which is worth knowing if you run several.

On this page:

Opportunities dashboard

The largest of the three, with ten cards.

Total Sales. Set a goal and track progress towards it.

Sales Pipeline Revenue Gauge Chart — A semicircular gauge chart displays a pipeline value needle pointing toward approximately $12-13 million, on a scale ranging from $0 to $20 million. This visualization helps CRM users quickly assess total pipeline value at a glance, with color zones indicating performance thresholds from low (blue/gray) to high (red).

Total Value by Opportunity State. The total value sitting in each state.

Opportunity Pipeline Status Distribution Chart — A pie chart showing the breakdown of sales opportunities by status, including Abandoned, Suspended, Open, Won, and Lost categories, with Lost and Won appearing to make up the largest portions. This visual helps CRM users understand how to interpret their pipeline performance at a glance within Insightly’s reporting features.

Lost Opportunities by Reason. Why deals were lost, and the trends in it.

Lost Opportunity Reasons Donut Chart — A donut chart displaying the distribution of reasons why deals were lost or cancelled, with categories such as No Value, Cancelled Trial, Competition, Price, and Timing among others. This helps CRM users understand how to categorize and analyze lost opportunities to identify patterns and improve sales outcomes.

Sales Pipeline Funnel. The value at each stage as the pipeline progresses.

Sales Pipeline Funnel Report by Stage — A funnel chart visualizing sales opportunities across multiple pipeline stages, from Discovery through Closed/Won, with corresponding dollar values and deal counts for each stage. This helps users understand how deals progress and where prospects drop off in their sales process.

Number of Opps by State. Overall progress by count rather than value.

Pipeline Opportunities by Status Breakdown — A donut chart showing the distribution of opportunities across five statuses: Abandoned, Lost, Open, Suspended, and Won. The majority of opportunities appear to be in Open status, which would help users understand how to interpret pipeline reporting in Insightly CRM.

Opportunity State by Value. The value of what you are winning and losing.

Opportunity Value by Pipeline State Chart — A horizontal bar chart displays total opportunity value broken down by state: Lost, Won, Open, Suspended, and Abandoned. This helps CRM users quickly compare the monetary value of deals across different stages of their sales pipeline.

Top Sales Reps. Your most successful representatives, by number and size of sales.

Sales Performance Bubble Chart by User — A bubble chart plots each sales representative by their number of sales on the horizontal axis and average sales size on the vertical axis, with bubble size indicating relative volume. This visualization helps managers quickly identify top performers and compare sales patterns across their team members.

Win Rate. Win rates compared across representatives.

Win Rate by Responsible User Bar Chart — This bar chart displays the opportunity win rate percentage for each sales representative, ranked from highest to lowest. It helps managers identify top performers and spot team members who may need additional support or coaching to improve their close rates.

Sales Pipeline Weighted. How opportunity value shifts stage by stage.

Pipeline Revenue by Stage Bar Chart — This horizontal bar chart displays expected revenue across various sales pipeline stages in Insightly CRM, with most stages showing minimal values except one stage that stands out with a significantly larger expected revenue bar. Sales managers would use this view to identify which pipeline stages hold the most potential revenue and where deals may be stalling.

Total Sales by Rep. Each individual representative’s results.

Sales Rep Opportunity Value Bar Chart — A horizontal bar chart ranks eight sales representatives by their total opportunity value, with Sarah Gradoff and Brian Bagley leading at approximately $2.5–3 million. This visualization helps users understand how to track and compare individual rep performance using Insightly’s reporting features.

Projects dashboard

Four cards.

Project Pipeline Funnel. How many projects sit at each stage towards completion.

Project Pipeline Funnel Chart Example — This image shows a Project Pipeline Funnel visualization in Insightly CRM, displaying a single project in the “Research” stage at 100%. The funnel chart helps users track how projects are distributed across different pipeline stages, making it useful for monitoring project progress and identifying bottlenecks.

Projects by Status. Count of projects in each status.

Projects by Status Pie Chart Overview — A pie chart displaying 1,760 total projects broken down by status categories including Approved, Amazing, In Progress, Cancelled, Not Started, and Completed. This visual helps users understand how Insightly CRM represents project distribution across different stages in a reporting dashboard.

Projects by Rep and Status. Progress per representative.

Projects by Rep and Status Bar Chart — A stacked horizontal bar chart showing 1,562 total projects broken down by responsible user (Tony Torres, Kourtney Stuthard, John Medina, and Vorra Wright) and project status (Cancelled, Complete, In Progress, Not Started). This visualization helps users understand how to track workload distribution and project pipeline status across team members in Insightly.

Projects Completed by Month. Completion rate month by month.

Projects Completed by Month Bar Chart — A bar chart displays 161 total projects completed across multiple months, with one month showing a significantly higher bar of approximately 125 projects compared to the others. This visualization helps users understand how to track and analyze project completion trends over time within Insightly CRM.

Leads dashboard

Four cards.

Leads by Status. An overview of where all leads stand.

Leads by Status Treemap Chart — A treemap visualization displays 569 total leads broken down by status categories such as “Marketing Nurture,” “Do Not Contact,” and “Lost,” with each segment sized proportionally to its count. This helps CRM users quickly understand the distribution of their leads across different pipeline stages at a glance.

Leads by Source. Where your team wins leads most successfully.

Leads by Source Donut Chart Example — A donut chart in Insightly CRM displays 181 total leads broken down by source, including Facebook, Partner Referral, Referral, Gated Content, Partner Deal Registration, Google SEM, LinkedIn, and Outbound Sources. This visual helps users understand how to track and compare the volume of leads coming from different marketing and sales channels.

Leads by Month. How lead status fell out each month.

Monthly Leads Bar Chart by Status — A bar chart displays 1,022 total leads grouped by month (April–June 2015), with each bar color-coded by lead status categories such as Unqualified, Not Interested, None, and Attempted Contact. This visualization helps users understand how to track and filter lead pipeline activity over time within Insightly CRM.

Top Reps by Lead. How well representatives managed their leads.

Top CRM Users by Lead Count — A horizontal bar chart shows 193,071 total leads distributed among seven responsible users, with Insightly API generating the most leads by far. The chart distinguishes between disqualified and new/not-contacted leads, helping managers identify which users or sources are driving lead volume and quality.

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