Learn how to build charts and other visualizations to present and track your data in Klips on a dashboard.

Our data experts will not only get your projects up and running fast, they’ll train your team and deliver a customized solution.

Product

Connect to hundreds of services and APIs directly and build highly customizable dashboards and reports for your team and clients.

Wins By Category

See a list of your latest wins by category.

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About Insightly

A cloud-based platform for SMBs, Insightly focuses on customer relationship management (CRM) and project management tools.

Quarterly Metrics
Track your most pivotal metrics for the current quarter.
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Top 5 Recent Wins
Show off your five most recent wins.
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Top 5 Opportunities
Monitor your top five opportunity values and ensure they turn into wins.
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