Insights brings you the paramount knowledge to understand and run your projects, the key to a successful business. The tab is found in the top menu at all times.
Four types of insights are available; insights on projects, on people, on the business overall, and portfolio insights. Choose the right tab, and customize the insights and report to your needs. The data is updated in real-time, and is always available in the same place.
How-to setup an insight
First of all, go to the "create / +" in the upper right-hand corner, choose "Insight".
Next up, choose which type of insight you would like to create; projects, people, business, or portfolio.
Afterwards, choose which components you want to be a part of this specific insights report. Remember, you can create as many as you like. Simply, click each component, give the insight a name, and click "Next".
Tip: If you at anytime is unsure of what a specific component will present; just hover above the "information"-icon in the upper right-hand corner of the component.
Lastly, arrange the components to give the perfect overview for you. The system will remember this setup, and you can always adjust it at anytime. Click "Create", and your insight is live.
If you want to edit your insight after the creation, to add new components, or adjust the setup - simply, click the hamburger icon in the upper right-hand corner of the insight report as shown below.
Edit your insight, and click "Save".
Continue to learn how to integrate with your existing services.