About This Learning Path
Welcome to the Canopy Insights Certification Level 3! Your official path to mastering all things Insights! This isn’t just about clicking around a dashboard. It’s about understanding your firm’s data, customizing it to fit your workflow, and turning numbers into smarter decisions. This certification includes all four Insights courses, organized to take you from curious beginner to confident data whiz.

Prerequisites: None
Estimated Time: 3 hours

Learning Objectives:

By the end of this certification, you’ll be able to:

✅ Understand what Insights is and how it helps you uncover patterns in your firm’s data

✅ Confidently navigate the Insights dashboard and interpret key metrics

✅ Customize tables, charts, and dashboards to fit your team’s needs

✅ Use filters and formulas to dig deeper into your data (without breaking a sweat)

✅ Save and share dashboards that keep your whole team in the loop

✅ Apply real-world scenarios to improve firm performance using Insights

Let’s make your data work for you. Ready to get certified? Let’s go!