Dashboards and Insights - Bizaxl Documentation

The Insights tab brings your workspace dashboards to your phone. Use it to check key numbers and trends without opening the full workspace.

Insights tab showing workspace KPIs and charts

Switching workspaces

A row of workspace tabs runs across the top (for example, Selling or Buying). Tap a workspace to see its dashboard. The workspaces available to you match the ones in your Bizaxl workspace.

What a dashboard shows

Part	What it is
Overview	A grid of number cards (KPIs) such as total orders, total revenue, or pending approvals. Each card shows a label and its current value
Charts	Full-width charts for the workspace, such as line, bar, and pie charts, with titles and legends

The figures are the same ones your workspace calculates, so what you see on your phone matches the web.

Keeping data fresh

Pull down to refresh and reload the latest figures.
Dashboards are cached briefly for speed, so a manual refresh guarantees the newest numbers.

The Insights tab is for viewing. To open a record behind a number or drill into detail, use Full workspace access.