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Dashboards

packages/twenty-docs/user-guide/dashboards/overview.mdx

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<Note> Dashboards are currently in beta. Activate them under **Settings → Updates → Early Access**. </Note>

Understanding Dashboards

Dashboards in Twenty provide a visual way to track your key performance metrics and gain insights from your CRM data.

Key Concepts

Dashboards

A dashboard is a collection of tabs that display your CRM data at a glance. You can create multiple dashboards for different purposes:

  • Sales performance
  • Team activity
  • Pipeline health
  • Custom metrics

Tabs

Tabs allow you to organize your dashboard into sections. Each tab contains one or more widgets.

Widgets

Widgets are individual visualizations that display specific data. Types include:

  • Bar charts
  • Pie charts
  • Line charts
  • Aggregate charts
  • iFrames
  • Rich text
<Note> **Current limitations**: - Exporting dashboards and sharing with external users (non-Twenty users) are not available at the moment. - Gauge charts and tables are not yet available. </Note>

Getting Started

Creating Your First Dashboard

  1. Navigate to the Dashboards section
  2. Click + New Dashboard
  3. Give your dashboard a name
  4. Add tabs to organize your content
  5. Add widgets to display your data
  6. Save

Adding Widgets

  1. Open a tab on your dashboard
  2. Click + Add Widget
  3. Select the widget type
  4. Choose the data source (object)
  5. Configure the widget settings
  6. Save and view your widget

Best Practices

  • Start simple: Begin with a few key metrics and add more over time
  • Focus on actionable data: Display metrics that drive decisions
  • Regular review: Check your dashboards regularly to spot trends
  • Share with team: Make dashboards visible to relevant team members

Next Steps