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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.

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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

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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

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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.

Full Dashboards guide

Detailed reference on creating dashboards, configuring widgets, and chart settings.