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Linked Insights on Analytics Report Builder

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1. Feature Overview

Linked Insights lets you connect a source report to a target report on Analytics Report Builder. When a user clicks a measure value in the source, the target report opens with matching dimension context and filters applied automatically.

Unlike drill down, which is limited to the source report’s own data source, Linked Insights can point to any report you have access to. Each measure can be linked to a different target report.

Linked Insights is useful when you want to:

  • Navigate to a report with a different data source on click (for example, from a Leads measure to an Opportunities report).
  • Link each measure in a summary report to a different target report, so each number opens the most relevant view.
  • Navigate into another summary report instead of a flat tabular list, preserving the summarised structure.

Linked Insights vs Drill Down

Option Behaviour
Drill Down Shows detailed rows from the source report’s own data source. Limited to columns from that data source only.
Linked Insights Opens a separate target report with matching dimension context and filters applied. The target can use any data source and any visualization type.
Note: If both a Linked Insight and a standard drill down are configured on the same measure, Linked Insights takes priority and the target report is opened on click. A user or hierarchy drill down followed by a measure drill down is not supported on the source report.

 

2. Prerequisites

  • Analytics is a paid feature. To enable it for your account, contact your account manager or support@leadsquared.com.
  • You must have access to both the source report and the target report.
  • The target report should include the same dimension you want to map from the source, so filters can carry across correctly.

 

3. Configuring Linked Insights

3.1 Use Case

You have a summary report showing the count of leads grouped by Lead Owner. When a user clicks a count, you want to open a separate activity count by leads report filtered to the same owner, instead of showing a drill down list within the source report.

Step 1: Create the source report

  1. Open the Report Builder and create a summary report.
  2. Select your data source (for example, Leads).
  3. Add a dimension (for example, Lead Owner) and a measure (for example, Count of Leads).
  4. Save the report.

create report step 1

Step 2: Linked Insights configuration

  1. In the Report Builder, go to the Drilldown tab.
  2. Alongside the existing drill down configuration, you will see the Configure Linked Insights option. Select it.
  3. Click + Add to create a new linked insight entry.
  4. Under Select Value(s), click +Add choose one or more measures that should trigger the link on click.
  5. Under Select Report to Link, pick the target report from the dropdown.
  6. Once selected, the Dimension Linking and Filter Linking sections appear.
Note: The target report dropdown lists all reports you have access to, based on the profile applied to the user.

configuring linked insights

Step 3: Configure dimension linking

Dimension linking maps a dimension in the source report to the matching dimension in the target report, so the target is filtered by the value you click.

  1. Under Source Dimension, select the dimension applied in the source report (for example, Lead Owner).
  2. Under Target Dimension, select the matching dimension in the target report.
  3. Add additional dimension mappings if your source report uses more than one dimension.

Linked Insights supports one-to-one dimension mapping. For example, Source Dimension “Activity Owner” can map to Target Dimension “Activity Owner”.

Example

The source report groups Count of Leads by Lead Owner:

Lead Owner Count of Leads
Sachin 32
Priya 47
Rahul 18

Map Source Dimension: Owner to Target Dimension: OwnerId_AutoUserId.

When the user clicks 32 next to Sachin, the Activity Count by Leads report opens showing only the activity counts for Sachin’s 32 leads — not all leads in the system. The same applies for the other rows.

Linked Insights supports one-to-one dimension mapping. Source and target dimension names do not need to match exactly, as long as they represent the same field (Owner and OwnerId_AutoUserId, in this example).

dimensiosn linking

Step 4: Configure filter linking

Filter linking carries report-level filters from the source into the target, so both reports stay in sync.

  1. Review the filters listed under Filter Linking.
  2. Map source filters to the corresponding target filters.
  3. At a minimum, apply the owner and date filters so the target report reflects the same scope as the source.

Note: Dependent filters (such as user filter, sales group, and level of sales hierarchy) are carried over only if the filter names match between the source and target reports. Mismatches are not resolved automatically — configure the target report with the same filter set to avoid gaps.

Example

Continuing from the source report (Count of Leads by Owner) and the target report (Activity Count by Leads), the source report has these filters applied:

  • Created On
  • Sales Groups
  • Owner

Map each filter to its counterpart on the target report:

Source Filter Target Filter
Created On Created On
Sales Groups Sales Groups
Owner Owner

When the user clicks 32 next to Sachin, the Activity Count by Leads report opens with Owner = Sachin (from the dimension click), plus the Created On, Sales Groups, and Owner filter values carried over from the source. The result matches the exact scope of the 32 leads seen in the source.

If filters are not mapped, the target report uses its own default filter values, which may return a different record count.

filter linking

Step 5: Save and test

  1. Click Save on the Linked Insights entry.
  2. Save the source report.
  3. Click a measure value in the source report. The target report opens in a new tab, filtered to match the clicked value and the source report’s filters.

Linked insight preview

Note:

  • Linked Insights carries over dimension context and filters only. Visualization settings are not copied from the source to the target report.
  • When a target report is opened through a Linked Insight, the Save As, Edit, Copy Embed URL, and Delete actions are not available on it.
  • If you refresh the target report URL more than 1 minute after opening it, the report will fail to load because the temporary state expires. To re-open it, return to the source report and click the measure value again.

 

5. Configuring Multiple Linked Insights

If your source report has more than one measure, each measure can point to a different target report.

For example, on a User Productivity report with measures for Logins, Leads, Activities, and Tasks:

  • Count of Logins can link to a Login Activity report.
  • Count of Leads can link to a Lead Distribution report.
  • Count of Activities can link to an Activity Summary report.
  • Count of Tasks can link to a Task Completion report.

To add another Linked Insight, click Configure Linked Insight again and repeat the configuration.

Note:

  • Report chaining is supported. A target report can itself be configured with its own Linked Insights, allowing navigation from one report to another and onwards (for example, Report A → Report B → Report C).

 

Any Questions?

Did you find this article helpful? Please let us know any feedback you may have in the comments section below. We’d love to hear from you and help you out!

AI Loan Proposal

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1. Feature Overview

When evaluating a customer’s loan application, the credit manager must manually write executive and applicant summaries. This is tedious, and the credit manager must look up data related to the customer’s application across various regulatory sites.

To address this, we’ve introduced the AI Loan Proposal feature, which automates the generation of Executive and Applicant summaries with no manual effort. Once Admins configure this feature, it fetches customer demographic data from the credit bureau, including their CIBIL score and existing loan details. These details are generated as executive and applicant summaries during the AI Loan Proposal stage on the Opportunity Details page and are posted there as an activity. This reduces manual errors, improves user efficiency, and ensures faster loan disbursal.

LeadSquared Lending

 

2. Prerequisites

  • Only Admin users can configure this feature.
  • The Loan Origination Workflow (LOS) Workflow app must be enabled on your account. To do this, contact your account manager or write to support@leadsquared.com.
  • Create an Opportunity Type to associate with an LOS workflow.
    • The associated opportunity type must contain a custom field with the display name “Workflow Version”, the schema name “mx_Custom_100”, and the type “Number – Decimal”. This is mandatory.
  • Create a custom activity that is posted on the opportunity when the workflow is executed.

 

3. How it Works

After fetching the loan applicant’s data from various regulatory sites, we use AI to summarise it and post it as a custom activity on the Opportunity Details page.

  1. First, create a LOS Workflow with a custom stage that will be displayed on the Opportunity Details page.
  2. Configure this stage by adding AI Loan Proposal as the workflow process, and associate it with the custom activity you’ve created.
  3. Select the data source from which you want to fetch the data.
  4. Then, review the custom AI prompt generated. This prompt summarises the fetched data, and you can update it if required.
  5. Publish the workflow.
  6. Your users can now navigate to the Opportunity Details page, and summarise the loan application.

 

4. Create a Workflow

  1. On your LeadSquared account, navigate to Apps>LOS Workflow.
  2. On the LOS Workflow screen, alongside Workflows, click the Add icon.
  3. On the Workflow Details screen, enter the following details –
    • Workflow Name – An internal name that identifies the workflow.
    • Opportunity Type – The LeadSquared opportunity type* you want to associate with the workflow.
    • Applicant Activity Type – Select the custom activity you created.
    • Applicant Name – Select the custom activity field that stores the lead’s name.
    • Applicant Type – Select the applicant type dropdown field associated with the custom activity.
    • Select Primary Applicant Identifier – From the dropdown options, select the primary applicant type. For example, if the options are Primary, Co-applicant, and Dependent, select Primary.
  4. Click Save & Next.
  5. On the Configure Stage screen, add a new stage using the Add Stage Tab button.
  6. Enter the display name for the tab, and click Save.

Note:

  • You can associate an Opportunity Type with only one LOS workflow.
  • The associated opportunity type must contain a custom field with the display name “Workflow Version”, the schema name “mx_Custom_100”, and the type “Number – Decimal”. This is mandatory.

LeadSquared Lending

 

5. Configure a Sub-stage

On the Configure Stage screen, create a sub-stage and configure the AI prompt that generates the summaries.

5.1 Basic Details

First, enter and configure the basic details required to create the new activity type.

  1. Click the Sub-stage button, add a display name, and click Save.
  2. Click the Process button, and on the Create Process screen, configure the following Basic Details –
    • Select Process to Map – Select AI Loan Proposal. This is the process your workflows follow to summarise the loan.
    • Display Name – Enter a display name for the activity.
    • Create Activity Type – Click the Create Activity Type button. This automatically creates the activity type in your account. This activity contains the summary data and it’s posted on the Opportunity Details page.
Note: The Display Name must be unique. This is mandatory.

LeadSquared Lending

5.2 Prompt Configuration

Select the data source from where the summary data is fetched, and configure the AI prompt used to fetch it.

  1. From the list of Data Sources available by default in your account, select a relevant source. We select “AI Loan Proposal – Demo” since it fetches all demographic customer data.
  2. Review the system-generated prompts for AI Executive Summary (which generates the executive summary) and AI Applicant Summary (which generates the applicant summary). You can modify both prompts if required.
  3. Under Test Prompt, select the Opportunity Type you want to tag to this workflow, and click Run Test.
    • This fetches dummy data based on the prompt and the opportunity type you’ve selected.
  4. Once you’ve reviewed the test summary, click Save.

LeadSquared Lending

5.3 Stage Submission Action

This section is optional.

  1. Enable the slider to configure the actions that occur when a lead submits this stage of the loan application.
  2. Click the pencil icon, and on the Submission Action pop-up, enter the following details –
    • Submit Button Label – The display name for the submission button on the loan application form.
    • Button onClick Event – The action performed when the button is clicked.
    • Map Dynamic Form – Select the LeadSquared form where you want to capture this data.
  3. Once you’re done, click Save.

LeadSquared Lending

 

6. Publish the Workflow

Once it’s fully configured, click Save as Draft, and Publish the stage.

LeadSquared Lending

 

7. View the Summary

To view the summaries –

  1. Navigate to Lead Management>Opportunities>Opportunity Details.
  2. Open the Stage tab you created, and click Submit Recommendation.
  3. Alongside the summary you want, click Generate Summary. Here, you can view the executive and applicant summaries for your opportunities.
    • You can also edit these summaries if required.
  4. Once both the summaries are generated, click Save & Close. The summary is now posted as the activity configured.

Note:

  • It is mandatory to click Save & Close. Only then is the activity successfully posted.
  • On an existing summary, if a user clicks Update Recommendation, the system posts a new activity with the latest summary on the opportunity.
  • Rate each summary using the thumbs-up and thumbs-down icons. Your rating helps the AI system improve the summaries it generates.

LeadSquared Lending

 

Any Questions?

Did you find this article helpful? Please let us know any feedback you may have in the comments section below. We’d love to hear from you and help you out!

LeadSquared Portal Designer – Create Sign Up Forms

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1. Feature Overview

You can use LeadSquared forms to create registration forms (sign-up forms) on your portals. Once you create a registration form and integrate it into the Portal Designer, you can configure it to appear in different states to provide registration, login, forgot password, and reset password functionality.

The most basic registration form consists of a username/email address/phone number field and a set password field, but you can build more complex registration forms as per your requirements.

LeadSquared Portals Signup Form

 

2. Prerequisites

  • You should be an administrator of your LeadSquared account.
  • You must have access to the Portal’s license.
  • Forms and Processes must be enabled on your LeadSquared account.

 

3. How it Works

  1. First, create a portal registration form using the Forms and Processes feature.
  2. Next, integrate the form in your portal and customize its look, feel and behaviour.

 

4. Types of Portal Registration Forms

Portal registration forms can either have OTP based registration/log-in or Password-based registration/log-in.

4.1 Password-based Registration Forms

Password-based registration forms can be displayed in the following ‘states’ on your portal –

  • Register – This state appears when the lead registers on your portal for the first time. All fields added to your form will be visible in this state. Here, the lead must enter their details and provide a password for their profile.

LeadSquared Portals Signup Form

 

  • Login – If a lead has already registered on the portal, they can click the “Already have an account? Login” link. The registration form will now be displayed in the login state, where only the unique field configured (such as email Id, PAN, mobile number, Student Id, Customer Id, etc.) and password field will be visible.

LeadSquared Portals Signup Form

 

  • Forgot Password – If the lead forgets the password they provided at the time of registration, then they can reset the password by clicking the ‘Forgot Password’ link on the form. This will open the Forgot Password state, where the lead must provide the unique login field details (such as email Id, PAN, mobile number, Student Id, Customer Id, etc.), which you have configured as the search key on the form. The system will then identify the email Id linked to this search key, and send a reset password link to that email Id. The lead must click on this link, and provide a new password. To modify the content sent in the forgot password email, see the Email Settings section under LeadSquared Portals Designer.

LeadSquared Portals Signup Form

 

  • Reset Password – The link sent to the lead’s email Id, when the lead has clicked on Forgot Password, will open the Reset Password state. Here, the lead must enter a new password for their account, and save the password once they’re done.

LeadSquared Portals Signup Form

 

4.2 OTP-based Registration Forms

OTP-based registration forms can be displayed in the following ‘states’ on your portal –

Note:

  • For the OTP-based registration and login to work in your Registration Form, you must enable OTP Validation on either the Email field or the Phone Number field, while creating the form.

LeadSquared Portals Signup Form

  • You must enable Register with OTP under Portal Settings, while creating the form.

LeadSquared Portals Signup Form

  • Register – This state appears when the lead registers on your portal for the first time. All fields added to your form will be visible in this state. Here, the lead must enter the OTP sent to their email Id or phone number.

LeadSquared Portals Signup Form

 

  • Login – If a lead has already registered on the portal, they can click the “Already have an account? Login” link. The registration form will now be displayed in the login state, to (on whichever filed the OTP Validation has been enabled) and OTP field will be visible.

LeadSquared Portals Signup Form

 

5. Create a Portal Registration Form

Forms can be used to create a login to your portal, by enabling password or OTP functionalities. You can also prevent junk leads and spam submissions by enabling the captcha functionality.

5.1 Enable Password and Captcha

  1. From the main menu, navigate to Workflow>Manage Forms.
  2. You can select an existing form, or create a new form by clicking Create Form. To know more, refer to How to Create a Form.
  3. On the left panel, under Special Fields, click the  icon against the Captcha and Password fields to add them to your form.
  4. On the Forms Designer page, click the Settings icon.
  5. On the Portals Settings tab, against Portal Registration Form, enable theenable icon slider.
  6. Against Search Key for Portal Registration, select a unique field (such as email or phone number). To know more, refer to How to Make a Custom Field Unique.
    Note: The search key can be any unique field in your account, which acts as the identifier for your lead’s login. For example, if your search key is set to email, then their email address would be used as their identifier (similar to a username).
  7. Once you’re done, click Publish.

Portal

 

5.2 Enable OTP and Captcha

  1. From the main menu, navigate to Workflow>Manage Forms.
  2. You can select an existing form, or create a new form by clicking Create Form. To know more, refer to How to Create a Form.
  3. You must add either the Phone Number or Email address field to your form. Then, click the unique field that you’ve added, and then click Validation Properties on the right side of your screen. Against Required and OTP Validation, enable the enable icon sliders.
  4. On the Forms Designer page, click the Settings icon.
  5. On the Portals Settings tab, against Register with OTP, enable theenable icon slider.
  6. Against Search Key for Portal Registration, select a unique field (such as the email or the phone number). To know more, refer to How to Make a Custom Field Unique.
    Note: The search key can be any unique field in your account, which acts as the identifier for your lead’s login. For example, if your search key is set to email, then their email address would be used as their identifier (similar to a username).
  7. Once you’re done, on the left panel, click the  icon against Captcha, to add it to your form.
  8. Once you’re done, click Publish.

Portals

Note: If required, you can enable password as well as OTP fields.

 

When you’re done, click Publish to make your form live. Published forms can be used in the Portal Designer. You can also set up an application process using a series of forms through the process designer.

sign up form

 

5. Integrate the Form in the Portals Designers

On the Portal Designer page, click the Elements icon LeadSquared Portal Elements, and then drag-and-drop the Signup Form.

To learn how to build a portal, please refer to LeadSquared Portals Designer.

LeadSquared Portals Signup Form

Under General, under LSQ Form, select the registration form you created in the previous section.

integrate registration form in portals

 

6. Customize Signup Form

The Signup Form can be customized using the following properties –

4.1 General

  • Form Design – There are three default form designs available in the Portal Designer. You can select a relevant design from the Form Design dropdown.
  • Show Form Title – To show the title of the form on your Signup Form, toggle the enable icon slider.
  • Show Tabs / Navigation – To show the tabs that hold the sections in a form, and to show navigations between different tabs in the form, toggle the enable icon slider.
  • Show Section Names – To show the names of each section within the form, toggle the enable icon slider.
  • Accent Color – Select the font colour for section headers and buttons from the gradient screen, or enter the hex code for a specific colour.
  • Font – From the dropdown, select the font you want to display on the form.

LeadSquared Portals Signup Form

 

4.2 States

  • Selected State – Depending on how the Portal Registration form was configured, you can configure the various actions available on the form, such as Register, Login, Forgot Password and Reset Password.
  • Action on Successful submission – You can configure the following actions on a successful form submission –
    • Open External Link – Add an external link, and configure if it opens in the same tab or a new tab.
      • Link – If you choose Open External Link as the Action on Successful submission, then add the URL of the website you want your lead to be redirected to, when the form is submitted.
    • Link Page – Select the portal page you want the user to be redirected to on successful submission.
      • Page – If you choose Link Page as the Action on Successful submission, then from the dropdown, select the page or section you want your lead to be redirected to, when the form is submitted.
    • Download File – Enable users to download a file (like prospectus, etc.) on submission by uploading it here.
      • File – If you choose Download File as the Action on Successful submission, then under File, click Choose File, to choose a file from your Document Library.
    • None – No action will be taken on successful submission.
  • Query String – You can send the value of a particular field (First Name, Mobile field, etc.), by adding a mail merge parameter here. This will ensure that the field value is carried forward to the subsequent pages that have been configured.
  • Open in New Tab – This is applicable only for Open External Link and Link Page. To open the new page in a new browser tab, on a successful submission of the form, toggle the enable icon slider.
  • Header Text – Enter the form’s title here.
  • Button Text – Enter the submission button’s display text here.

LeadSquared Portals Signup Form

 

4.3 Spacing & Dimensions

You can customize the space and dimensions of the entire form, as well as each individual section within the form. To customize a section, click on the outer border of that section.

  • Padding – Set the padding for the form. If you want the padding dimensions to be applicable on all sides of the layout, against All Sides, toggle the enable icon slider.
  • Margin – Set the margin width for the form. If you want the margin to be applicable on all sides of the layout, against All Sides, toggle the enable icon slider.
  • Min Height – Set a minimum height for the form. If you want the height to be applicable on all sides of the layout, against All Sides, toggle the enable icon slider.
  • Max Width – Set the maximum width for the form. If you want the width to be applicable on all sides of the layout, against All Sides, toggle the enable icon slider.

LeadSquared Portals Signup Form

 

4.4 Border & Radius

  • Border – Set the size, style and colour for the border around the form. If you want the border to be applicable on all sides of the selected layout, against All Sides, toggle the enable icon slider.
  • Color – Set a colour for the form’s border. You can select a colour either from the gradient screen, or enter the hex code for a specific colour.
  • Border Radius – Set the radius for the border around the form. If you want the border radius to be applicable on all sides of the layout, against All Sides, toggle the enable icon slider.

LeadSquared Portals Signup Form

 

4.5 Background

You can either choose to leave the form’s background blank, or set an image or background colour.

  • To set the background colour, from the dropdown, select Color. Then, choose a colour from the gradient screen, or enter the hex code for a specific colour.
  • To add an image, from the dropdown, select Image. Then, click Choose Image to choose an image from your Image Library.
  • To leave the background blank, from the dropdown, select None.

Portal Designer_E_1.1

 

4.6 Shadows

Set a shadow for the form.

PDesigner_8

 

4.7 Advanced

  • Opacity – Set the opacity for the form.
  • Hide on Mobile – To hide this layout on a mobile device, toggle the enable icon slider.

LeadSquared Portals Signup Form

 

4.8 Typography

Click on any section within the form to access the typography setting.

  • Font – Select the font you want to display in that section.
  • Font Size – Enter the preferred font size for the font in that section.
  • Font Weight – From the dropdown, select how thick or thin you want the font to look.

LeadSquared Portals Signup Form

 

5. Other Actions

To access the additional actions available on the form, click the form’s outer border.

  • To move up the Signup Form, click LeadSquared Portal Elements.
  • To move down the Signup Form, click LeadSquared Portal Elements.
  • To delete the Signup Form from the page, click LeadSquared Portal Elements.

LeadSquared Portals Signup Form

 

Any Questions?

Did you find this article helpful? Please let us know any feedback you may have in the comments section below. We’d love to hear from you and help you out!