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.
Note: 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*, Online, Windows |
| Interaction Summary | File | Interaction Summary Source | iPad, iPhone*, Online, Windows | |
| Medical Dashboard | File | Medical Source | iPad, iPhone, Online, Windows | |
| Account Plan | Account Plan Dashboard | File | KAM Source | iPad, iPhone*, Online, Windows |
| Approved WeChat | Approved WeChat Dashboard | File | Approved WeChat Source | iPad |
| Inventory Monitoring | Inventory Monitoring Dashboard | File | Inventory Monitoring Source | iPad, Online, Windows |
| KOL Profile | KOL Custom HTML Profile | File | KOL Source | iPad, iPhone*, Online, Windows |
| Orders | Product Group Subtotals | File | Orders Source | iPad, Online, Windows |
| Territory / Default Home Page | Territory Insights | File | Territory Source | iPad, iPhone*, Windows |
Note: The JavaScript libraries are not included in the source files. See JS Libraries in the top menu.