Insights

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Overview

Insights brings together reports on prospecting, outreach, intent signals, and pipeline. Use it to compare activity over time, identify where follow-up is needed, and inspect the records behind a result. Hover over Insights in the navigation and choose a dashboard. Each guide explains its metrics and plan availability:

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Read a dashboard

Start with the date range in the upper-right corner. Choose a preset or, where available, select a custom start and end date. The displayed time zone determines the calendar dates in the report. Use the interval selector to group chart points by day, week, or another available interval. Each dashboard uses the date relevant to its activity, such as the send date for email or the CRM creation date for opportunities. Check the metric definitions when comparing reports. A reply rate, a count of sent emails, and an opportunity total measure different parts of the outreach process. Use Pivot by to break charts down by a dimension such as play or sequence. Some dashboards show groups together, while others ask you to select a group. Table filters and search controls apply to the records below the charts. The dashboard’s guide explains filters that also affect its metrics.

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Inspect and export records

Below the charts, use the table to review individual records. Search for a record, change its sort order, and use Columns to choose the information you need. Where a row includes a record or email, open it to inspect the underlying details. Where available, use Export to download the dashboard’s CSV report. Unify prepares the export in the background and downloads a ZIP containing the CSV when it is ready. Completed exports remain available from the dashboard for 24 hours. If recent activity has not appeared, use the refresh button beside the date controls. Reporting data can take time to update after the underlying activity.