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
- Number metrics
- iFrames
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.
Getting Started
Creating Your First Dashboard
- Navigate to the Dashboards section
- Click + New Dashboard
- Give your dashboard a name
- Add tabs to organize your content
- Add widgets to display your data
- Save
Adding Widgets
- Open a tab on your dashboard
- Click + Add Widget
- Select the widget type
- Choose the data source (object)
- Configure the widget settings
- 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