Lytho Insights makes tracking your team’s impact effortless. Dashboards spotlight bottlenecks, optimize workflows, and prove your value by providing visualizations of operational trends. No exports, no spreadsheets, no BI headaches — just smarter decisions, faster insights, and data that does the talking (so you don’t have to).


Lytho Insights is currently in Early Access and may not be available to all accounts.


TABLE OF CONTENTS



Locating Insights

Lytho Insights can be found within the Dashboard panel of Workflow. Select the Dashboard icon > INSIGHTS tab. 





Insights Roles and Permissions

Lytho Insights will automatically appear in all Workflow admin user accounts. This functionality is also available to Team Members and Stakeholders based on their Role Permissions.


By toggling on the View Insights Dashboard Permission, users will have access to view the Insights dashboard. This permission allows users to apply additional filters to dashboard cards and export the visualizations and data.



 



Dashboard Types

There are five Insights dashboards available: Campaign, Project, Work, Request, and Review. The default dashboard is the Review Dashboard and can be adjusted at any time using the first dropdown. 




Dashboard Filters

Similar to Reports and Custom Views, the filters and data available within Insights will be based on the dashboard type selected. 


Filters can be applied using the Filters dropdown. 



Automatically, a rolling 12-months date range will be applied to each dashboard. This can be adjusted using the Date filter. 




Sharing Insights Dashboards

There are two ways to share Insights with others, whether inside or outside of Lytho. Using the Export button, you can choose to export the dashboard or individual card as a PowerPoint or PDF. 



Creating Insights Custom Views

Select a dashboard type and apply filters to create a honed Insights dashboard that answers particular questions for your organization. Then select Save as New View to save it as a Custom View. This will save you time and avoid the recreation of dashboards.