Quarterly Metrics
Track your most pivotal metrics for the current quarter.
Track all your Insightly KPIs in one place
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About Insightly
A cloud-based CRM and project management platform for growing businesses. Connect Insightly to Klipfolio Klips to build live dashboards that track your pipeline, contacts, and project data automatically.
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Opportunity Pipeline
Monitor the volume of opportunities at every stage of the pipeline along with the value of each stage. Measure which stage has the highest value and consider focusing on addressing users in that stage of the pipeline.
Value of Open Opportunities
View the total value of all open opportunities.
