Insight reports

Learn how to build Insight Reports in Attio to get a real-time view of your key business metrics.

What you will learn

  • Understanding Insight reports
    Use Insight Reports to provide live snapshots of your data.

  • Creating your Insight report
    Choose metrics, group data, and add segmentation and filtering for deeper analysis.

  • Common use cases
    See how to track sales, onboarding, churn, and signups.

Related articles

Build a sales reporting dashboard
Build a sales dashboard with these reports to analyze your sales cycle and funnel.
Create reports
Find out how to create reports to visualize your data.
Manage reports
Learn how to manage, edit, and delete reports.
Dashboards
Configure dashboards to hold your reports.