Insights Designer is used to create customized analytical reports and dashboards using CRM data or external data sources.
You can:
- Fetch data from CRM modules or APIs
- Create multiple widgets inside one Insight page
- Visualize data in charts, tables, pivot views, and metrics
- Track revenue, deal performance, sales progress, and more
- Share reports with other users
- Pin Insights to dashboards for quick monitoring
It helps teams make data-driven decisions.