Insightly gives you real-time access to essential business metrics so you can make smart decisions.
Get a live view of your revenue, expenses, and KPIs in one clean, customizable dashboard.
Drill into any metric by date range, team, product, or channel — in seconds, without a spreadsheet.
Build charts that match how you think about your business, then save them for daily use.
Your numbers refresh automatically so you're always working with what's happening now, not last week.
Set reports to generate and land in your inbox — daily, weekly, or monthly — without lifting a finger.
Export a polished report as a PDF or share a live link with your team or clients in a single click.
Start from a library of ready-made report layouts for revenue, expenses, growth, and more — no setup needed.
Pull data from all your connected platforms into a single unified report so nothing falls through the cracks.
Create your account in under two minutes — no credit card required for your 30-day trial.
Choose your plan based on team size
Verify your email and set your password
Set your business timezone and currency
Link your existing tools and platforms in a few clicks — Insightly connects to 40+ integrations.
Browse the integrations library
Authorize access to your platforms
Your historical data syncs automatically
Your metrics are ready the moment your data connects. Start with the overview or dive into a specific KPI.
Review your default dashboard layout
Click any metric card to see its breakdown
Bookmark the views you'll use daily
Make Insightly work the way your business works — rearrange, rename, and set alerts.
Drag and drop widgets to your preferred layout
Set threshold alerts for key metrics
Invite team members and assign permissions
Ask questions, share dashboards, and learn from thousands of Insightly users in our active forum.
Join live virtual meetups with founders and operators who use Insightly to run their businesses.
Tune into free weekly webinars covering new features, use cases, and analytics best practices.
Learn at your own pace with our full library of tutorials, guides, and certification courses.
For solopreneurs looking to monitor key metrics.
Real-time data insights on key metrics.
Pre-built dashboards for ease of use.
Email alerts for metric changes.
Mobile and desktop access.
Integration with up to 3 platforms.
For small teams managing multiple data streams.
Team collaboration tools and shared dashboards.
Customizable dashboards and reports.
Automated data syncing and updates.
Advanced analytics and KPI tracking.
Unlimited integrations with external platforms.
For larger businesses that need tailored solutions.
Dedicated account manager and support.
AI-powered predictive analytics.
Role-based permissions for teams.
Bulk data import and export options.
API access for custom integrations.
Your 14-day free trial gives you full access to the Growth plan — including team dashboards, automated syncing, advanced analytics, and unlimited integrations. No credit card required to start, and you won't be charged until you choose a plan.
Insightly uses 256-bit AES encryption for all stored data and TLS 1.3 for data in transit. We're SOC 2 Type II compliant and run regular third-party security audits. You control exactly which platforms Insightly can access, and you can revoke permissions at any time.
Yes — fully. You can add, remove, and rearrange any widget on your dashboard. You can also create custom metric cards that track formulas and ratios specific to your business, and save multiple dashboard layouts for different use cases.
Yes. Enterprise and Growth plan subscribers can invite team members and assign one of three roles: Viewer, Editor, or Admin. Viewers can see dashboards but not modify them. Editors can build and share reports. Admins control integrations and billing.
Insightly connects with 40+ platforms including Stripe, Shopify, QuickBooks, HubSpot, Google Analytics, Xero, WooCommerce, and more. The Starter plan supports up to 3 integrations; Growth and Enterprise plans include unlimited connections.
Yes. You can upgrade, downgrade, or cancel your plan from your account settings at any time. If you cancel an annual plan within the 30-day money-back window, you'll receive a full refund — no questions asked.
