TL;DR: Seven tabs at the top — Overview, Signals, Qualification, Records, Enrichment, Audiences, Attribution. Overview carries the headline numbers, the pipeline funnel and What changed. Outcome metrics sit behind Request a trial.
Overview tab
The default landing view. Big numbers at the top:
- Total qualified records (current window)
- Total records added
- Audience reach
- Total synced to destinations
Each carries a delta vs the previous equal-length window (last 30 days vs the 30 before that, by default). Green delta = improving; red = declining.
Replied and the other outcome totals sit in a locked outcome tail — one CTA, Request a trial, unlocks outcome attribution.
Below the totals, a stacked area chart shows the funnel over time — captured → qualified → enriched → synced. The width of each band reflects volume; the slope reflects drop-off rate. The ladder stops at Synced; the outcome steps unlock with Request a trial.
Signals tab
One row per signal type. Often the most actionable view.
Click a row → drill-down to per-rule performance (relevant for signals like Keywords with multiple rules per signal). You see which specific Keywords rule is producing qualified records vs noise.
Filtering and time range
The toolbar at the top of every Insights view:
- Time range — Last 30 / 90 days / All time / Custom range
- Filter — restrict to specific ICPs, Personas, signal sources, audiences
- Group by — overlay an additional grouping
- Compare to — overlay a comparison period (default is the previous equal-length window)
Exporting
Top-right of the dashboard: Export. Generates a CSV with the current view's data. Useful for QBR decks and external reporting.
What's NOT in Insights
- Per-rep performance. Insights is workspace-level, not per-user. Per-rep reporting lives in your sequencer / CRM.
- Real-time alerts. Insights is reporting.