Dashboards Overview

A live, visual snapshot of your business — contacts, appointments, opportunities, calls, emails, revenue — in one place.

View mode vs. edit mode

View mode: apply date ranges/filters, drill into records, can't change layout. Edit mode: add/remove/resize/rearrange widgets, change name/theme/permissions.

What's on a dashboard

Built from widgets, organized by data type, displayed as number/donut/bar/line/table.

Create as many dashboards as you need — a leadership overview and a detailed sales one, for example.

Where to start

Start with Creating and Editing a Dashboard and Adding and Configuring Widgets.