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What is the difference between Dashboards, Insights, and KPIs?

  • 30 April 2021
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Can someone please clarify the difference between these items? Thank you very much

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Best answer by Evan from Copper 4 May 2021, 14:55

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Insights are individual visualizations (charts, graphs, and tables) that are built from the Insight Builder. You can think of them as one single graph or chart. They can be viewed individually or embedded in a dashboard.

Key Performance indicators (KPIs) are individual metrics that can be displayed on a dashboard to track key measurements. You can think of them as a single important number that is displayed in large text.

Dashboards are a collection of Insights and KPIs put together on a page. For example, you might have a Dashboard that contains four graphs (Insights). They are very handy for getting multiple views of your data at once.

If you’re not sure where to start, try out Getting Started guide for Reports.