Dashboard Insights are an excellent tool for visualizing and managing information, especially for Prospect Management and fundraising activity. However, the current delay in syncing Insight data significantly limited their usefulness.

For example, after updating Opportunity status tables and assigning new values, the changes were immediately available when creating and editing records, but Dashboard Insights continued to display inactive values and did not recognize the new values for over 24 hours.

Many organizations use dashboards to support daily and monthly prospect reviews, pipeline management, and decision-making. To serve these purposes, Insights should reflect data changes in near real time, or users should have the ability to manually refresh or re-index dashboard data.