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Dashboard

How the Dashboard date ranges, trends and outliers are calculated, and what the starter checklist does.

Written by Chris Lloyd

The Dashboard shows which topics are gaining or losing insights and how many insights Four/Four has captured recently.

Date ranges

Each widget states its range, for example "Data from 14-day period ending 12 Mar 2026". The period ends on the date of your most recent insight, not necessarily today, so the charts are not empty after a quiet spell. Widgets can lag slightly behind the latest data. The periods are fixed (14 days for Trending topics, 90 days for Insights). For other periods, use the filters on the Insights page.

Trending topics

Shows up to 10 topics from your team's topic sets, or from your own if your team has no shared topic sets. The Insights column counts insights added to the topic in the last 14 days, and its trend is the percentage change against the previous 14 days. The Records column counts CRM records, such as accounts, linked to those insights, and its trend compares against the previous 14 days in the same way. Click a column heading to sort, and again to reverse the order.

Insights

Covers the last 90 days. Outliers are insights that do not belong to any topic. The percentage beside each figure compares the 90 days with the 90 days before, and appears only once there is enough history.

Starter checklist

Shown during a trial, or until you hide it. On a trial, completing some steps extends the trial. On a paid plan, select Complete and hide checklist to remove it.

Permissions

Widgets and checklist steps appear according to your role, set under Settings > Roles.

Area

Permission

Trending topics widget

Permission to view topic sets

Insights widget

Permission to view insights

Starter checklist steps

The steps shown depend on your permissions

Without the matching permission, the widget is not shown. Ask an admin to review your role.

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