Insights
CRM reporting and dashboards for every team, backed by a full audit log
Build reports and live dashboards across your entire CRM, then trace every record change back to the person and moment it happened.
CRM reporting turns the activity buried in your pipeline, contacts, and deals into dashboards and reports leaders can actually act on. Insights brings two live capabilities together: Reports & Dashboards for measuring performance across every module, and an Audit Log that records who changed what, and when.
Reports & Dashboards let you slice data from any part of the CRM into charts, tables, and shareable dashboards, so sales, ops, and leadership see the same numbers in real time instead of exporting spreadsheets. Pin the views that matter and keep pipeline, activity, and outcomes in one place.
The Audit Log adds the accountability layer analytics alone can't: a chronological, searchable record of edits and actions across your data. When a number looks off or a record moves unexpectedly, you can see exactly what happened and who did it.
What you can do
Built to move work forward.
Reports across every module
Build reports from any part of the CRM, from pipeline and deals to contacts and activity, so every team measures performance against the same source of truth.
Live, shareable dashboards
Assemble charts and tables into dashboards that update in real time and give sales, ops, and leadership one shared view instead of stale exports.
Answer questions with your own data
Filter and segment reports to dig into what's working, spot where deals stall, and turn raw CRM activity into decisions.
A full audit trail of changes
The Audit Log captures who changed what and when across your records, giving you a chronological, searchable history of every edit and action.
Accountability for your numbers
When a report looks off or a record moves unexpectedly, trace it back through the Audit Log to the exact change and the person behind it.
In this hub
The features inside Insights.
FAQ
Frequently asked
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