Dashboards & Dashboard Cards: FAQ

Create the dashboard first, then create cards and add them to it. Cards can be cloned, shared, filtered, and viewed on their own. See Creating.

Contacts, Events, Leads, Organizations, Phone Calls, Price Books, Products, Projects, Quote Line Items, Tasks, and Custom Objects.

Yes. Dashboards can access data from all of your fields, including custom fields.

Start from the question the card answers, not the chart you like. See Choosing the Right Chart.

See Dashboard Card Examples, and Insightly’s standard dashboards for the Opportunities, Projects, and Leads dashboards that come with the product.

A link from one card to another so you can drill through a data set, with the filter for the point you clicked applied automatically. See Drill paths.

Yes. When cloning a card that has drill path cards below it, you choose whether to clone the whole path. Cloning a dashboard clones all its drill path cards. See Drill paths.

No. Dashboards display Insightly data only, even where QuickBooks data syncs into records elsewhere.

The Plus plan does not include dashboard cards. Professional accounts can have up to 100 shared dashboard cards in total across the account, drill down cards included; Enterprise accounts have no limit. Cards kept private do not count toward the total. See Plan limits.

Yes. Each user can set their own layout, card count, and card sizes. They can also clone and add dashboards and cards that other users have created.

Dashboards can be shared with yourself only, the whole account, or a specific role. Sharing with a role includes every subordinate role, and needs Advanced Permissions. See Sharing List Views and Dashboards by role.

In a Custom App, yes: the app’s Home Dashboard setting chooses which shared dashboard opens on its home page. See Custom Apps Guide.

It refreshes when opened. Auto-Refresh Dashboard, in the dashboard’s Actions menu, refreshes it every 60 minutes while open; it is off by default. See Organizing.

Administrators can use Schedule Email Export in the dashboard’s Actions menu to export and email it on a schedule. See Organizing.

Lock Card Positions in the dashboard’s Actions menu. See Organizing.

The filters within a card only show options based on values selected from current records, so users without matching records won’t appear. This differs from reports and list views, where you can filter by all values for a field.

Yes, to view. Every dashboard and card available on the web is viewable on mobile, but cards cannot be edited or created there. See Insightly CRM Mobile App.

See Deleting dashboards & cards.