You can now manage your reports and dashboards from a customizable section within Insights, allowing you easily reach the data you need.
Our latest update lets you group reports in sections, delete old reports in bulk when they’re no longer needed and rename your sections to match your sales processes.
This is an ideal solution for sales managers and reps with a large number of reports and dashboards, as you can organize your data in a way that suits your needs and find your insights more easily.
You can create new sections in the side navigation menu in Insights.
Once you’ve created your new section, you can drag and drop reports and dashboards to the newly created section and name them as you please. You can add up to 50 reports and dashboards in each section.
You can then easily access your dashboards and reports grouped by sections within the navigation, removing clutter and making it quicker to find what you need.
We know that the world of sales moves fast and you may not need the same sections in the future. With that in mind, you can simply delete sections you don’t need.
You’ll be given the choice of deleting all reports within the section or moving the reports to another section.
If you’ve finished with a project or you want to clean up your navigation, you can also bulk delete reports rather than manually selecting each one.
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