Fixed-price service

Insightly Reports & Dashboard

Build custom reports and dashboards in Insightly for pipeline and project visibility.

InsightlyBuild CRM reports and dashboards
$200
  • 1-2 business days
  • Refund if scope isn't met

No commitment · Fixed price

About this service

We create an Insightly dashboard with custom reports: pipeline analysis, project status, contact activity, and team performance.

What you get

  • Dashboard built
  • Up to 8 reports
  • Pipeline analytics
  • Project metrics

Included

  • 1 dashboard
  • 8 reports
  • Pipeline view
  • Project tracking

Not included

  • Advanced BI
  • Custom report builder
  • Scheduled reports
Refund if scope isn't metWork begins at checkout