Dashboards

Build the reporting views your team actually needs — pick from a library of widgets and arrange them on a dashboard of your own.

Requires the relevant module for each widget's data (e.g. CRM widgets need the CRM module).

Creating a dashboard

1. Go to Dashboards.
2. Click + New Dashboard and give it a name.
3. Add widgets from the widget library.
4. Resize and rearrange widgets on the grid to fit the layout you want.

Multiple dashboards

Create as many dashboards as you need — one for sales, one for operations, one for a specific team — rather than cramming every widget onto a single page.

Tips

• Group widgets that answer the same question together on one dashboard, and split unrelated reporting into a separate dashboard rather than one long page.
• Revisit dashboard layouts periodically — a widget that mattered during setup can become noise once the business question it answered is settled.