Displaying Data in Table Widgets

A table widget is clearer than a chart when you need several data points side by side — leads, appointments, transactions.

Add a table widget

1. Add Widget, choose Table.
2. Select columns and order.
3. Open Advanced Settings to choose the sort column.
4. Save.

Custom columns

Add any relevant field, including your own custom fields. Email tables get a Source Action Name column identifying what triggered the email.

Works well paired with chart widgets on the same dashboard.