Applies to: Admins

Once logged in, from the Home page, you will be able to monitor your team's sales performance with the Insights card. The team leaderboard will display the sales made through Endear.

Solution Overview:

  1. Click the Insights card on the homepage.

  2. Click the three dots on any report and select "Pin to Top"

  3. Once you've pinned the report, return to the Home page and the Insights section will display the pinned report

Step 1. Click the Insights card on the home page to navigate to the Reports page.

Step 2. Once on the Reports page, you will see all the reports available to you. Click the three dots on any report and select "Pin to Top" to pin it to your Home page. (This report will now also appear under the "Pinned" section of your Insights page.)

Step 3. Once you've pinned the report, return to the Home page and the Insights section will display the pinned report

For more information:

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