Insights Dashboard

Access Insights from the main product navigation:

• Main Navigation: Click Insights in the left sidebar
• Desktop Experience: Insights is optimized for desktop and shows a desktop-required notice on mobile
• Dashboard Picker: Switch between all-departments, department dashboards and custom dashboards

The dashboard is organized into several key sections:

The dashboard highlights core account or department metrics automatically:

Build custom dashboards with widgets tailored to your team:

1. Open the dashboard selector and click Create Custom Dashboard
2. Name your dashboard and save
3. Use Add Widget to choose the widget type and metric source:
   • Insights, trackers, AI fields, playbooks or conversation performance sources
   • Aggregation and breakdown dimensions
   • Date range and filter scope
4. Edit, duplicate, remove and rearrange widgets while in edit mode
5. Save dashboard changes

1. Create dashboard: "Sales QBR Overview"
2. Add Widget -> Metric Card -> Source: Insights -> Category: objection
3. Add Widget -> Trend Chart -> Source: Conversation Performance -> Metric: total conversations
4. Add Widget -> Leaderboard -> Source: Playbooks -> View by: user
5. Save dashboard and subscribe recipients from the bell icon

Use report subscriptions to deliver recurring dashboard snapshots:

Interactive capabilities available in the current dashboard:

• View Modes: Switch between Overview, Trend and User views inside department dashboards
• Drill-down: Open conversation-level evidence for selected insight entries
• Department Focus: Jump from all-departments overview into a specific department dashboard
• Filter Context: Keep analysis scoped with the same filter set across widgets and views

Use the filter panel to set your analysis window:

Or create a custom range:

1. Click the date range selector
2. Pick start and end dates
3. Apply the filter
4. Review KPI cards, charts and insights under the same date scope

Filter by conversation and analysis dimensions:

Save frequently used filter combinations as views:

1. Apply your desired filters
2. Click "Save View"
3. Name your view (e.g., "Enterprise Q1 Performance")
4. Choose visibility (Personal or Shared with team)
5. Access saved views from the Views dropdown

• Each department card shows top KPI categories for that department
• Use See full dashboard to open the full department-specific dashboard
• If a department has no users/data yet, the card shows setup prompts (for example invite users)

Compare metrics across departments to identify best practices:

• Conversation Duration: Which team has most efficient calls?
• Sentiment: Which department has happiest customer interactions?
• Action Item Completion: Who follows through best?
• Topic Overlap: Where do departments discuss similar themes?

1. Configure your dashboard with desired filters and date range
2. Click the Subscribe (bell) action in the dashboard header
3. Choose schedule details and recipients
4. Save the subscription

Automate recurring reports to keep stakeholders informed:

1. Set up your dashboard view with filters
2. Click Subscribe from the dashboard header
3. Configure schedule:
   • Frequency (Daily or Weekly)
   • Day/time to send
   • Recipients (account members)
4. Save subscription

# Executive Weekly Digest
Frequency: Every Monday at 8 AM
Recipients: selected account members
Content: selected dashboard with current filters

# Support Monthly Review
Frequency: Weekly on Friday
Recipients: support leads in account
Content: support-focused dashboard snapshot

# Sales Daily Standup Metrics
Frequency: Weekdays at 9 AM
Recipients: sales managers in account
Content: sales dashboard with daily cadence

Current sharing options in Insights focus on scheduled subscriptions:

• Dashboard subscriptions: Send recurring updates to selected account members
• Filter-aware delivery: Subscription payload respects current dashboard and filter context
• Operational handoff: Use subscriptions for recurring leadership or team reporting cadences