TL;DR: Seven tabs, each covering one stage of the pipeline: Overview, Signals, Qualification, Records, Enrichment, Audiences, Attribution. Insights is where you decide which signals are earning their credits.
The tabs
Insights isn't one metric grid you slice by a dimension picker. Each tab is its own view of a different stage:
- Overview — the headline numbers across the whole pipeline
- Signals — what each signal is producing
- Qualification — how captures are landing against your ICPs and Personas
- Records — how your lead and account base is growing
- Enrichment — how much of your base you can actually contact
- Audiences — how your audiences are filling and pushing
- Attribution — what happened after outreach
The Overview strip
Five numbers sit at the top of the Overview tab:
- Qualified leads
- Records added
- Audience reach
- Sync volume
- End-to-end conversion
Read them as a funnel. A big gap between records added and qualified leads means your signals are too broad or your ICP too narrow. A big gap between qualified and audience reach means enrichment isn't keeping up.
Attribution
The Attribution tab covers what happened after you reached someone — replies, meetings booked, signups, purchases and custom conversions.
Two things to know before you read it:
- Attribution is a paid capability. Without it on your plan, the cards on this tab render locked rather than empty. Locked is not zero.
- LTV is not available. The LTV cards show "not available" for everyone, because no revenue source is wired into the platform yet. That's a gap in the product, not a zero in your pipeline — don't read it as "no revenue".
The window
A single control sets the time window for the whole page: 24h, 7d, 30d, or All. There's no custom date range.
Reading it
Three questions worth taking to this page:
- Which signals are worth their credits? The Signals tab against the Attribution tab. A signal producing volume with no downstream outcomes is spending credits to fill your database.
- Where does the funnel narrow? The Overview strip, left to right. The biggest proportional drop is where to spend your next hour.
- Can you reach the people you qualified? The Enrichment tab. Qualified leads you can't contact are not pipeline.
What the page does not do
Three controls people look for and don't find:
- No export. There's no CSV download from Insights. Export record-level data from the Leads and Accounts pages instead.
- No filter, group-by or compare-to. The toolbar carries a search box, a refresh button, and a card picker for showing and hiding cards. That's all.
- No per-rep breakdown. Insights reports on signals, records and audiences, not on team members.