MyInsights

Users can create custom content to display content from CRM databases. Users can download the zip files for the following out-of-the-box visualizations or the source files. The source files allow users to customize the OOTB visualizations. Platforms with an asterisk (*) indicate the entry is supported on the platform, but the visualization is not responsive.

The example visualizations listed here demonstrate some of the capabilities of MyInsights, but do not represent the best practices for creating MyInsights content.

Entry Point	Visualization	Visualization File	Source File	Platform
Account / Account Profile Overview	Account Sales Dashboard	File	Account Sales Source	iPad, iPhone*, Browser (Classic, Lightning), Windows Tablet
	Interaction Summary	File	Interaction Summary Source
	Medical Dashboard	File	Medical Source
Account Plan	Account Plan Dashboard	File	KAM Source	iPad, Browser (Classic, Lightning), Windows Tablet
Approved WeChat	Approved WeChat Dashboard	File	Approved WeChat Source	iPad
Inventory Monitoring	Inventory Monitoring Dashboard	File	Inventory Monitoring Source	iPad, Browser (Lightning), Windows Tablet
KOL Profile	KOL Custom HTML Profile	File	KOL Source	iPad, iPhone*, Browser (Classic, Lightning), Windows Tablet
Orders	Product Group Subtotals	File	Orders Source	iPad, Browser (Classic, Lightning), Windows Tablet
Remote Meeting	Engage Splash Screen	File		iPad
Territory / Default Home Page	Territory Insights	File	Territory Source	iPad, iPhone*, Browser (Lightning), Windows Tablet

The JavaScript libraries are not included in the source files. See JS Libraries in the top menu.