Overview

Bring your Insightly data to Bold BI and create beautiful dashboards with useful widgets. By embedding dashboards inside your application, you can visualize the story behind your data and make effective business decisions.

Custom URL

Custom URL

Create your query URL with valid REST API Endpoints that retrieves data from the Insightly account.

Pagination

Pagination

Set the maximum number of rows to be fetched from Insightly connector.

Joining Data

Joining Data

Join the Insightly data with data from different sources using shared tables.

Refresh Data

Refresh Data

Configure data refreshes to keep your dashboard up to date.

Insightly Dashboard Examples

Insightly Opportunities Analysis Dashboard

Insightly Opportunities Analysis Dashboard

Bold BI’s Insightly Opportunities Analysis Dashboard provides users a complete view of opportunity and performance metrics.

The Insightly Opportunities Analysis Dashboard equips users with tools to track and fine-tune their opportunities pipeline. This dashboard enables users to identify effective strategies, enhance their approach, and streamline the opportunities management process for increased success.

  • Total sales, avg. sale size, sale cycle length, and win rate.
  • Opportunities by state, lost opportunities by reason, and sales pipeline funnel.
  • Total sales by representative, top 5 won opportunities by value, and opportunity value by state.
  • Top 10 opportunities by win probability and opportunity summary overview.

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Integration mashups with Insightly data

Integrate Insightly data with other integrations, like of SQL or web data sources, and create dashboards with multiple data sources. Embed these dashboards into your application for powerful data visualization.

Data Source List

Check out our other 150+
Integrations support here

Start Embedding Powerful Analytics

Try out all the features of Bold BI with 15-day free trial and get to know how it suit to your needs of embedded analytics.

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