Lytho Insights

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

TABLE OF CONTENTS

• Insights Roles and Permissions

• Dashboard Types

• Dashboard Filters

• Exporting Insights Dashboards

• Creating Insights Custom Views

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 and Team Member user accounts, and is also available to Stakeholders. This functionality can be added, adjusted, or removed in Role Permissions.

Toggle on the View Insights Dashboard permission to give users with that role access to Insights. This permission allows users to apply additional filters to dashboard cards and export the visualizations and data. User permissions will determine whether linked Campaigns, Projects, and Work items within Insights Dashboards are clickable. 

Dashboard Types

There are five Insights dashboards available: Campaigns, Projects, Works, Requests, and Reviews. The default dashboard is the Reviews Dashboard and can be adjusted at any time using the Dashboard 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. 

Exporting Insights Dashboards

Using the Export button, you can choose to export the dashboard or individual card as a PowerPoint or PDF. Exporting dashboards may be especially helpful when sharing team impact with users without Lytho accounts.

Export options for Dashboard:

Export options for individual cards:

Creating Insights Custom Views

Select a dashboard type and apply filters to create a honed Insights dashboard that highlights trends for your organization. Once you've refined the data, click Save as New View to create a Custom View — making it easy to revisit and share the most relevant insights with your team!

Saved Custom Views will appear depending on the Dashboard Type you are viewing. For example, if you created a Custom View using the Campaigns Dashboard type for Leadership, you must select the Campaign Dashboard type to see it.