You can pin an Insight to your Dashboard for quick and frequent access. This lets you monitor key reports and metrics without opening the Insights Designer module each time.
Follow these steps to pin an Insight to the Dashboard:
- Log in to the CRM.
- Click Main Menu.
- Select Platform.
- Click Insights Designer. The Insights Designer page opens.
- Open the Insight that you want to pin.
- Click More in the top-right corner.
- Click the Pin icon.
The Insight is now pinned to your Dashboard. You can access it from: Dashboard > Filter > Insights