Dashboards

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Dashboards give you real-time visibility into your business metrics — pipeline health, team performance, revenue trends, and anything else you want to track. <VimeoEmbed videoId="1185511768" title="Dashboard" />

Widgets

Each dashboard is made up of widgets. A widget is a single chart or metric tied to your CRM data. You can configure:

• Chart type — Bar, line, pie, number, and more
• Data source — Any object in your data model (standard or custom)
• Filters — Narrow down to specific records, date ranges, or segments
• Aggregation — Count, sum, average, min, max on any numeric field
• Grouping — Break down by select fields, dates, or relations

What you can track

• Pipeline value by stage
• Deals closed over time
• Average deal size by source
• Task completion rates
• Custom metrics on any object

Sharing

Dashboards are workspace-level — everyone on your team can see them. Arrange widgets in a grid layout and resize them to build the view that works for your team.

<Card title="Full Dashboards guide" icon="arrow-right" href="/user-guide/dashboards/overview"> Detailed reference on creating dashboards, configuring widgets, and chart settings. </Card>