Summary

Overview

The Summary Tab in Insights contains sections that consist of custom analytics cards that enable Managers and Admins to understand key metrics at a glance.

Sections

Sections enable the grouping of analytics cards however an admin sees fit.

Creating Sections

Use the Create Section button to create your first Section:

Once you've created your first section you'll have the ability to create a Card from scratch or use an existing Funnel:

Editing Sections

Reordering Sections

By default, new Sections will always be added to the end of your Summary view. However, they can be reordered by dragging and dropping them once created.

Section Options

The 3 dot menu in the top right of each section has a number of controls that enable you to manage individual sections:

1. New Card: Enables Admins to add a new Card to the Section, read more about creating Cards below.
2. Link Funnel: Add an existing Funnel as a Card to the Section. Learn more.
3. Edit Section Title: Change the title of the section
4. Delete Section: Delete the Section and all of the Cards within it.