Insights & Dashboard content
Creating and Deleting an Insights Board
Dashboards are a great way to see and track your high level KPIs at a glance. With Zipi, many KPIs can be t...
How to Create Multiple Insights Dashboards
You may have multiple dashboards. You can navigate between different boards by following the steps below: ...
How to Create a CAP Widget
Required fields for the widget Title: The title of the widget on the Insights board Profile: The Profile ...
How to Create a Deals by Status Widget
The Deals by Status Widget allows you to keep track of how many deals you have each week, month, quarter, y...
How to Create an Income Widget
The Income Widget allows you to set your NET and GCI goals for the month, quarter or year and keep track of...
How to Create a Production Widget
The Production Widget can be used to set your production goals by unit and volume and track how close you a...