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Knowledge Base/Dashboards/How to Add Insight Widgets to Your Dashboard from Key Pages

How to Add Insight Widgets to Your Dashboard from Key Pages

You can now add relevant insight widgets to your dashboards directly from key pages — making it easier to bring analytics into your workflow without switching context.

Last updated: May 26, 2026


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On this page

  • Supported Pages
  • Step 1: Navigate to a supported page (see list above).
  • Step 2: Click the Dashboard Insights icon
  • Step 3: Select the dashboard where you want to add widgets.
  • Step 4: Review the suggested widgets and confirm your selection.
  • Step 5: Click Add — the widgets will be added to the chosen dashboard.
  • Step 6: You can stay on the same page or go to the dashboard to view insights.
  • More Pages Coming Soon!

In this folder

  • Dashboard: Opportunities, Pipeline Value, Conversion Rate, Funnel, Stages Distribution
  • How To Create A Custom Dashboard
  • How To Manage Dashboard Permissions
  • How To Clone A Subaccount Dashboard
  • How To Pin Favorite Dashboards
  • How to Edit a dashboard
  • How to duplicate a dashboard to another sub-account
  • How to switch Timezones for your Dashboards
  • How to set a Default Dashboard
  • How to change the Timezone for a Dashboard (Logged in User)
  • How to load Snapshots with Dashboards
  • How to use "Only Assigned Data" setting with Dashboard
  • Quick Filters on Dashboards
  • Dashboard Summary AI
  • What Are Dashboard Widgets?
  • How to Create & Add Dashboard Widgets
  • Customizing Dashboard Widgets
  • Edit widgets on the dashboard
  • Resize widgets
  • Rearrange Widgets
  • Removing a widget
  • FAQs
  • How Funnels and Stage distribution widgets work
  • How to inject User/Sub account Properties in Iframes on Sub Account Dashboards
  • How to use Table Charts for Dashboard Widgets
  • How To Embed External Content On A Dashboard
  • How to add attribution and UTM parameters as filters on custom widgets
  • How to Customize Dashboards by Adding Titles, Images, and Text Boxes
  • How to Add and Utilize the New Sales Efficiency Widget on Your Dashboard
  • Duplicating widgets on a dashboard

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