Why do my Insightly won deals differ between people or reports?
The Insightly CRM help pages give 4 common reasons. The first to rule out: When deals are set to private sharing, each person sees only the deals their role allows, so two people can count different totals.
Is it broken, or just quiet?
A number can fall because fewer people came, or because something stopped counting them. Below are the causes the Insightly CRM help pages give, and how to check each one yourself.
What causes it?
When deals are set to private sharing, each person sees only the deals their role allows, so two people can count different totals.
In the Insightly CRM help:
Private limits access to a record type (contacts, opportunities, etc.) based on a person's role.
What is organization-wide sharing?, read 2026-11-12.A report can be limited to the records of whoever runs it, so the same report can give each person a different total.
In the Insightly CRM help:
Clicking the person icon lets you create a report to show only the records created by the user who is running the report.
Basic Report Filtering - Insightly Help Center, read 2026-11-12.A date filter on when deals were created is not the same as when they were won, so a report filtered that way can count a different set of wins.
In the Insightly CRM help:
The calendar icon lets you set a filter for the date the items were created.
Basic Report Filtering - Insightly Help Center, read 2026-11-12.Filters joined so that every condition must match can leave out deals that meet only some of them.
In the Insightly CRM help:
Use AND to narrow your report and find records that match all of the values you enter.
Basic Report Filtering - Insightly Help Center, read 2026-11-12.
How do I check it myself?
Open the report's filters and read them through before comparing its total with another view.
In the Insightly CRM help:
When creating or editing a report, adding filters will determine which records appear in the results.
Basic Report Filtering - Insightly Help Center, read 2026-11-12.Check that the people comparing totals can read deals at all, since without that access they see none.
In the Insightly CRM help:
In both cases, users will need to have the appropriate Read permissions in their profile to access a record type.
What is organization-wide sharing?, read 2026-11-12.
How does Insightly CRM work with Feder?
- Connect Insightly CRM to Feder and it joins your Wins apps.
- When you connect Insightly CRM, Feder checks the connection straight away and shows Connected only when that check passes. If a reading cannot be taken later, Feder shows it as not read, never as zero.
Some numbers are too quiet to judge daily, such as a form filled in a few times a week. Until there is enough of your own history to judge a change, Feder says it is still learning and scores nothing, rather than guessing.
See whether you can trust the numbers in Insightly CRM, one of your Wins apps. Feder only reads. It never changes anything in Insightly CRM.
What else goes wrong with these numbers?
- Why did deals disappear from Insightly?Insightly CRM
- Why did my won deals change in Insightly?Insightly CRM
- Why did Google Analytics stop collecting data?Google Analytics
- Why aren't my key events showing in Google Analytics?Google Analytics
- Why does Google Analytics show (not set)?Google Analytics
See every question.
Where do these answers come from?
Every cause and check on this page comes from the Insightly CRM help pages, quoted above with the date we read them. Last reviewed 2026-11-12. We read them again by 2027-11-12. If one changes, this page changes or comes down.