Every dashboard component in Unleashed Analytics can be edited, and new insights can be created from scratch, without needing to write code or export to a spreadsheet.
Insights are particularly useful when you need a focused view that the standard dashboards do not provide, for example, a single card showing this month's negative-margin transactions grouped by salesperson, or a margin trend filtered to a specific warehouse or product group.
Open the Insights editor
From an Analytics dashboard: Click the edit icon (✏️) on any chart, KPI card, or table component to open it in the editor with its existing configuration already loaded.
From Copilot: Click 'View this data in Analytics' on any Copilot result to open it as an editable insight. This is the fastest way to go from a natural language query to a fully configured, exportable view.
From scratch: Go to Insights in the left sidebar and create a new insight. Select a data source and build your configuration from the ground up.
Use the Insights editor
Step 1: Data source selection
Select which data view to build from at the top of the editor. All data views powering the Analytics dashboards are available. Choose the view closest to your question — for example, Unleashed_Sales_KPI for transaction-level analysis, or Unleashed_Assembly_KPI_Timeseries for production quality metrics.
Step 2: Group
Choose a dimension to aggregate by. For example, group by customer name for per-customer totals, by product group for category-level analysis, or by invoice month for a time series. The Group by field determines the rows in your insight.
Step 3 : Value field
The primary numeric value displayed prominently in the insight. You can select the aggregation function applied to that field: sum, average, count, minimum, or maximum. For example, sum of revenue or average of margin percentage.
Step 4: Text and subtext fields
The label and secondary information shown alongside the value in the insight card. These can be field values from your data or static descriptive text.
Step 5: Filtering
Apply one or more filters to narrow the data shown in the insight. You can filter on any field in the selected data view and combine multiple conditions. For example, filter to invoicedate >= 01/01/2025 to show only current-year data, or filter to a specific warehouse or product group.
Step 6: Calculated fields
Create new fields by applying logic to existing data columns. For example, a calculated field for revenue minus profit gives you expenses, or order_to_invoice_days averaged gives you a fulfilment speed metric. Calculated fields support arithmetic operations, aggregation functions, and conditional logic.
Step 7: Conditional formatting
Apply colour rules to highlight values that meet specific conditions. For example, colour order-to-ship values red when they exceed 45 days, or highlight margin values green when above 40%. This makes insights immediately scannable for issues requiring attention, without needing to read every row.
Step 8: Saving and exporting
Insights adjusted or created during a session can be exported at any time using the download icon. However, adjusted insights cannot be saved permanently — the Analytics permission model ensures standard dashboard content remains consistent for all users across all accounts. Each session starts from the standard dashboard configuration.
🤓 Tip: The fastest path to a custom insight is: ask Copilot → refine your question → click View in Analytics → add columns, filters, and calculated fields → export. Copilot gets you to the right data quickly; the Insights editor lets you refine the view precisely and export it for sharing or further analysis.