[Product & Service] Insight (Deal)

Updated Feb 24, 2026

Hello, you can use the Insight plugin by following the instructions below. 

  1. Go to Insight
  2. Select Dashboard and click Add.
  3. Select all Deal options. 
  4. Click the Save button.
  5. 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.

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