Dashboard Card Examples

Worked examples you can copy, plus the data visualization basics behind them.

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Data visualization basics
The five worked examples

Data visualization basics

Understanding which fields belong on which axis is the part beginners get stuck on, before chart choice even comes up.

Insightly’s dashboard cards are created by manipulating categories and values, which are fields filled with information taken from your records. You can create different combinations of categories and values to apply data to your chart.

A value is based on numerical data, like a bid amount or a record ID number. Values contain fields that can be measured or used for calculations.

A category represents qualitative data, information that can be sorted into a group, like a range of dates or the stages of a Pipeline. Categories contain text, date, or boolean (true/false) data.

Insightly Report Filter Categories List — This image shows a list of available filter categories for building reports in Insightly CRM, including options like Actual Close Date, Bid Currency, Bid Type, and Current State. Each category is marked with an icon indicating its data type (text or date), helping users understand what fields they can use to narrow down report results.

¹ Insightly Report Filter Categories List

Numeric Field Types Available in Values — This image shows a list of numeric (123) fields available under a “Values” section in Insightly CRM, including fields like Bid Amount, Expected Revenue, Probability of Winning, and Number of Employees. These fields are relevant for users configuring reports or dashboards where quantitative data needs to be selected or aggregated.

² Numeric Field Types Available in Values

After choosing a chart, you use categories and values to determine the X-Axis, the Y-Axis, the Group, or the Series. The fields available depend on the chart type. A funnel chart has Funnel Section Name and Funnel Section Value, for example. Values can be further edited once they’ve been added to a chart.

Categories and values can also be used to filter and sort data. When setting filters within a data set, you may choose to require all values to be present in each result, or you can allow results that have at least one of the values present.

The five worked examples

1. Opportunities by State

What this card is for: This card shows you the state your Opportunities are in as a whole. Each slice of the Pie Graph represents a stage: Won, Lost, Suspended, or Abandoned.

Select the Pie Graph.
Categories > Current State. Drag Current State to Pie Slice Names.
Values > Record ID. Drag Record ID to Pie Values.
Rename the Series Label “Number of Opportunities”.
In the Aggregation dropdown, select Count.
Click Apply.

Creating a Pie Graph Card in Dashboards — The screenshot shows the card creation interface in Insightly CRM, where a user is building a pie chart called “Opportunities by State” using the Opportunities data source, with “Current State” set as the pie slice name field.

2. Goal Setting: Annual Revenue for Current Fiscal Year

What this card is for: Set a goal for annual revenue and track your team’s progress against it for the current fiscal year.

Select the Radial Gauge chart.
Values > Bid Amount. Drag Bid Amount to the Gauge Value.
Click the Card Date Range dropdown and select This Year.
Click Chart Properties > Radial Gauge.
In the Max field, enter your revenue goal.
Click on the Date Range Field dropdown and select a field.

Radial Gauge Chart Configuration in Dashboard — The screenshot shows a dashboard editor in Insightly CRM where a radial gauge chart displays the Annual Revenue for the Current Fiscal Year, with a Sum of Bid Amount value of 10,500 plotted against a color-coded scale ranging from blue through orange to red.

3. Leads by Source

What this card is for: To understand which lead sources are successful and which sources should be reviewed.

Select the Donut Graph.
Categories > Lead Source. Drag Lead Source to Donut Slice Names.
Values > Record ID. Drag Record ID to Pie Values.
Rename the Series Label to “Number of Leads”.
In the Aggregation dropdown, select Count.
Click Apply.

Creating a Donut Graph Card in Dashboards — The screenshot shows the dashboard card creation interface in Insightly CRM, where a user is building a “Leads by Source” donut graph using the Opportunities data source with Lead Source set as the donut slice name.

4. New Business by Sales Rep

What this card is for: To see which members of your sales team are pulling in the most new business.

Select the Horizontal Bar chart.
Categories > User Responsible. Drag User Responsible to the X-Axis.
Values > Bid Amount. Drag Bid Amount to the Y-Axis.
Values > Bid Amount. Drag Bid Amount to Filters. Select is not empty from the dropdown. Click Apply.
Categories > Pipeline. Drag Pipeline In to Filters. Select any Pipelines you want applied to your graph. Click Apply.

Creating a Horizontal Bar Chart Dashboard Card — The screenshot shows the Insightly CRM dashboard card builder configured to display “New Business by Sales Rep” as a horizontal bar chart, with User Responsible on the X axis and Sum of Bid Amount on the Y axis.

5. Project Pipeline Funnel

What this card is for: To view the current stages of all your projects grouped together. Seeing progress towards deliverables helps you plan for completion.

Select the Funnel chart.
Categories > Stage. Drag Stage to Funnel Section Name.
Values > Record ID. Drag Record ID to Funnel Section Value.
Rename the Series Label to “Number of Projects”.
In the Aggregation dropdown, select Count.
Click Apply.

Creating a Funnel Chart Card in Dashboards — The screenshot shows the card creation interface in Insightly CRM, where a user is building a “Project Pipeline Funnel” chart using the Opportunities data source, with the Stage field added as the Funnel Section Name and a value field still needed.

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