Insights
Insights helps you create dashboards people return to. Start with a recurring business question, then group the metrics and charts people need to answer it fast. This gives teams one place to review results, compare changes over time, and return to the same logic in every meeting.
For example, a growth team can build one board for weekly performance reviews with installs, app opens, and conversion rate cards in the same view. Use this page to understand the workflow, then open the task guides to build your first board.
Why teams return to Insights
Start from a real review habit. Build a board for a daily check, a weekly meeting, or live campaign monitoring.
Keep the answer easy to scan. Compare related metrics in one place and spot movement faster.
Show the same answer in the right format. Use a trend, summary number, or table for each audience.
Create dashboards people actually return to. Arrange cards for the review rhythm your team already has, such as a daily KPI check, a live campaign watch, or a weekly leadership review. For example, place today's installs next to a 7-day app opens trend and a conversion card so readers can scan performance in one pass.
Keep teams aligned. Reuse the same saved insight across boards so everyone works from the same logic.
Reduce one-off reporting. Turn repeated questions into a board people can open without asking again.
See how different teams use the same workspace
A product manager can track app opens against new installs to see whether adoption is growing. A marketer can watch push views during a live send to decide whether a campaign is performing as expected. An executive can open the same board and scan headline numbers before a weekly review.
For example, a team can build one Finance board with cards for installs, app opens, and conversion rate. During the week, the growth team checks the trend charts. In the Monday review, leadership opens the same board and reads the summary cards first.
Step 1: Choose the review moment
Start with the moment that already exists in your team. Choose one review people already do on a schedule or during an event.
Daily health checks
Weekly team reviews
Live campaign monitoring
TIP: Start with one question your team reviews every week. Build that first. Expand the board after people rely on it.
Step 2: Build around one recurring question
Turn one repeated question into the center of the board. Add the cards that help the reader answer it quickly.
For example, if the question is "Are installs turning into active usage?", place installs, app opens, and a trend view together. The reader can compare acquisition and activation in one scan.
Step 3: Make the board easy to revisit
Arrange cards in the order people read them. Put headline numbers first. Put supporting trends and tables after them.
IMPORTANT: A crowded board is harder to reuse. If a card does not help with the main question, leave it out or move it to another board.
Step 4: Reuse the same logic across teams
Save the insight once, then place it on multiple boards when different teams need the same answer. This keeps the metric logic consistent even when the presentation changes.
Step 5: Build your first board
The fastest path to value takes about ten minutes. Create a board, add one insight tied to a real business question, review the result, and place it where your team can return to it. Use the pages below in order or jump to the task you need now.
After you publish the board, teams can return to the same workspace for recurring reviews instead of rebuilding the answer each time.
Every example in this guide uses the same small scenario: a Finance board tracking app opens and installs. That keeps the pages consistent while still letting each one stand alone as a reference.
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