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    • 2025
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  1. Dashboard
  2. Set Up Insights Hub Dashboard

Other Settings

PreviousConnect Gravity FormsNextSet Up Sales Analytics Dashboard

Last updated 1 month ago

The Insights Hub dashboard can be further customized to display data in a way that's most relevant to your specific needs. You can adjust the following settings:

  • Average value of new customer: Define how you calculate the average value of each customer.

  • Conversion Rate: Specify the conversion rates so it can be used in the calculation of Total Lead Value within the dashboard.

  • Trend Indicators: Toggle to hide or show the trend indicators (e.g., upward or downward arrows) on the charts to quickly visualize data trends.

Here's how to do it:

  1. Go to the Insights Hub dashboard and click the Edit icon button

  2. On the Edit Dashboard panel, expand the Dashboard Settings accordion

  3. Adjust the value for all the fields on the accordion

  4. Click Save Changes to finish