video1.0<iframe src="https://www.loom.com/embed/8dd5110f6eba41919bd9cf0c95f97d56" frameborder="0" width="1972" height="1479" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>14791972Loomhttps://www.loom.com14791972https://cdn.loom.com/sessions/thumbnails/8dd5110f6eba41919bd9cf0c95f97d56-00001.gif243.19999999999993Hey there! In this video, I'll be discussing the Forms report and how it can help you take actionable next steps with your data. The Forms report is a new addition to the Insight Dashboards, allowing you to view client form field data for more customization and in-depth analysis. I'll walk you through the dashboard layout, the data it presents, and share some use cases, like tracking sales pipeline and monitoring the amount of money received. By the end, you'll have a clear understanding of how to leverage the Forms report for your firm's success.