Dashboards
Build live, visual reports of your business performance — sales, marketing, appointments, and revenue — and share them with your team.
34 articles
Getting Started with Dashboards
- Dashboards OverviewA live, visual snapshot of your business — contacts, appointments, opportunities, calls, emails, and revenue — in one place.
- Creating and Editing a DashboardCreate as many dashboards as you need, and update them anytime in a dedicated edit mode.
- Cloning a DashboardCopy an existing dashboard — same widgets, filters, and layout — instead of rebuilding from scratch.
- Managing Dashboard Access and PermissionsControl who can see or change each dashboard with Full, Edit, View, or No Access levels.
- Pinning and Setting a Default DashboardPin favorites to the top of your own list, or set a team-wide default landing page.
- Setting Your Dashboard TimezoneSet which timezone your dashboard data displays in, independently of the account default.
- Dashboards FAQAnswers to common questions about widget access, opportunity counts, attribution grouping, and timezones.
Working with Widgets
- Adding and Configuring WidgetsWidgets are the individual cards that make up a dashboard — one metric, chart, or table each.
- Managing Widget LayoutRearrange, resize, edit, duplicate, or remove widgets from edit mode.
- Filtering Dashboard DataQuick Filters and Only Assigned Data control what you see without changing the layout for everyone else.
- Displaying Data in Table WidgetsShow several data points side by side — leads, appointments, transactions — in a table widget.
- Understanding Pipeline Funnel and Stage Distribution WidgetsTwo widgets for understanding how deals move through a pipeline — similar-looking, different questions.
- Filtering Widgets by Attribution and UTM ParametersFilter and group Contact and Opportunity widgets by campaign, source, medium, and UTM fields.
- Adding Insight Widgets from Key PagesPull relevant dashboard widgets directly onto pages you already work from.
- Getting AI-Generated Dashboard SummariesTurn a busy dashboard's data into a plain-language summary of what's moving and what needs attention.
Dashboard Customization
- Customizing Dashboard AppearanceCustomize colors and styling at the dashboard level, or per widget.
- Adding Titles, Text Boxes, and ImagesAdd section headers, notes, and images to a dashboard alongside data widgets.
- Embedding External Content on a DashboardEmbed a webpage, video, shared calendar, or social post directly into a dashboard.
- Building Custom MetricsBuild a formula combining up to four metrics — conversion rate, cost per lead, ROAS — directly in your dashboard.
- Using Custom Fields and Custom Values in WidgetsBring custom fields and custom values into dashboards as table columns, aggregated metrics, and dynamic placeholders.
- Setting Trend Badge DirectionChoose whether an increase or a decrease counts as positive for a numeric widget's trend badge.
Widget Library by Data Type
- Contact WidgetsVisibility into your contact database — counts, sources, record completeness — directly on a dashboard.
- Opportunity WidgetsSales pipeline counts, revenue value, and status breakdowns on a dashboard.
- Visitor Data WidgetsTrack traffic and engagement on your websites and funnels.
- Email WidgetsEmail delivery and engagement data on a dashboard.
- SMS WidgetsText messaging performance — delivery, volume, and senders — on a dashboard.
- SLA WidgetsTrack whether your response-time targets are actually being met.
- Sales Efficiency WidgetA quick read on how well your sales process converts opportunities into revenue.
- Payments WidgetRevenue and payment activity in a single dashboard view.
- Meta Ads WidgetsFacebook and Instagram ad data on your dashboard alongside sales and CRM metrics.
- Google Ads WidgetsAdvertising performance data alongside the leads and revenue it produces.
- Google Analytics WidgetsMonitor website traffic and engagement without leaving your dashboard.
- Custom Object WidgetsBuild charts and KPIs from custom object data — pets, properties, cases, or anything specific to your business.
- Services & Rentals WidgetsDedicated widget sets for appointment-based services and rental inventory.