[Product & Service] Insight (Deal)
Updated Feb 24, 2026
Hello, you can use the Insight plugin by following the instructions below.
- Go to Insight
- Select Dashboard and click Add.
- Select all Deal options.
- Click the Save button.
- Click Add Chart .
- Select Service : Cards
- Chart Template : Total Deals Count select
- Select Dimension : Select Product
- Select Measure : Choose either Count or Amount.
- Click the Save button.