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Insightly Dashboard

Insightly Reporting Made Easy.

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Custom Insightly Reports

Create custom Insightly reports and dashboards to keep your projects on track and your customers happy. Take advantage of prebuilt reports to quickly get started. Generate charts, maps, calendars, and more. Send your Insightly reports to the rest of your team every morning by email or Slack.

Insightly Report Editing

Dashboard of Combined Systems

Extend and Combine

Extend your Insightly data with information from spreadsheets or Google Docs. Create dashboards consolidating information from your CRM, support, and financial systems to create a single view of the client to ensure that your top leads get the attention they need. Want to add a custom sales channel to your Insightly opportunitioes? Create one in Easy Insight and set the values right from your reports.

Optimize your Sales Process

Take advantage of Easy Insight's process functionality to look at how quickly deals are going from step to step and how many opportunities are currently in each step, all in a couple of clicks.

Dashboard of Design Process