Dashboards

Dashboards consolidate performance metrics from every corner of your CRM into a single, customizable view. Instead of navigating between separate reporting screens, you build drag-and-drop layouts with widgets that surface contacts, appointments, pipeline revenue, and campaign data in real time. Unlimited custom dashboards per sub-account let you create dedicated views for sales, marketing, operations, and client reporting without competing for space.

What Dashboards Do

Dashboards use modular widgets to display specific metrics in charts, tables, or numeric formats. Each widget pulls data from one of eight categories: Contacts, Appointments, Opportunities, Calls, Emails, Conversations, Visitor Data, and General. You drag widgets into position, resize them, and configure filters independently.

Creating a dashboard: Click the Dashboard Selection Menu at the top of the screen, select + Add Dashboard, name it, choose Private or Shared visibility, and click Confirm. Your blank canvas opens ready for widgets.

Adding widgets: Click + Add a widget manually to open the widget panel, choose a category, select the specific metric, configure chart type (Numeric, Donut, Line, Bar, Horizontal Bar, or Table), set filters, and save. Alternatively, use suggested widgets or edit mode to add multiple widgets quickly.

Drag-and-drop layout: In edit mode, drag widgets to reposition them, resize by grabbing edges or corners, and reorder by dragging above or below other widgets. The grid snaps widgets into alignment automatically, keeping your layout clean without manual pixel adjustments.

Key Configuration Options

Dashboard permissions: When creating a dashboard, choose Private (only you see it) or Shared (visible to other users). For shared dashboards, set four permission tiers by role: Full Access, Edit Access, View Only, or No Access. This lets you create client-facing dashboards that display results without exposing editable settings.

Widget chart types: Choose from six formats: Numeric (single headline number), Donut Chart (proportional breakdowns), Line Chart (trends over time), Bar Chart (vertical comparisons), Horizontal Bar Chart (horizontal comparisons), and Table (detailed row-level data). The chart type selector in the widget settings lets you preview formats before committing.

Widget settings: Configure Title (rename for clarity), Metrics (data points tracked), Group (how data is grouped), View By (secondary dimension), Breakdown (time period frequency), Date Property (which date field drives calculations), Date Range Override (widget-specific time period), and Ordering and Limits (sort direction and result caps).

Filtering conditions: Add filters in the widget’s Conditions tab. Use +AND to add conditions within a group (all must be true), or create multiple filter groups for OR logic (one group OR another group). Attribution fields like Session Source or Session Medium support only one filter group and require Attribution Type (First Touch or Last Touch) as a condition.

Themes and branding: Apply predefined color themes to your entire dashboard or customize individual widget colors. Add section headers with text boxes, insert logos or images as embedded elements, and override specific widget colors for client brand guidelines. Themes control background colors, chart colors, and text styling across all widgets.

Power Features

Metric calculations: Widgets support Sum (total values), Count (number of records), Average (mean value), Min (lowest value), and Max (highest value) for any numeric field, including Custom Fields. This flexibility lets you build metrics that match your specific reporting needs.

Custom reports and scheduling: Convert any dashboard into a scheduled report. Navigate to Reporting > Custom Reports, click New Report, convert an existing dashboard or build from scratch, customize the cover page with your logo and branding, then configure delivery frequency (daily, weekly, monthly), delivery time, date range, sender email, subject line, and recipient addresses. Send a test email to preview, then activate the schedule.

Dashboard Summary AI: An AI-powered feature analyzes your visible widgets and generates a plain-language performance summary, highlighting notable changes, patterns, and areas needing attention. Use these summaries in team meetings, client updates, or as a starting point for deeper analysis.

Widget categories: Eight categories pull data from different system areas: Contacts (new leads, growth, source distribution), Appointments (booking volume, no-shows, cancellations), Opportunities (deal counts, pipeline stage distribution, revenue), Visitor Data (funnel and website traffic), Emails (campaign performance), Calls (volume, duration, outcomes), Conversations (response times, channel distribution), and General (cross-category summaries).

Pro Tips

Create role-specific dashboards for sales, marketing, and operations teams. Each team needs different metrics, so a single all-purpose dashboard becomes cluttered. Separate views keep reporting focused and actionable.
Name widgets descriptively with labels like “Leads from Google Ads (Last 30 Days)” instead of generic titles. Anyone viewing the dashboard understands the data immediately without needing context.
Keep dashboards focused with 6 to 12 widgets. More than that creates visual overload and slows comprehension. If you need more metrics, create a second dashboard rather than cramming everything into one view.
Use private dashboards for drafts. Build and test new dashboards in private mode until you are satisfied with layout and data accuracy, then switch to shared when ready for team or client viewing.
Schedule weekly reports for clients. Automate report delivery so clients receive consistent updates without manual effort. Use cover page branding options to make reports look professional and reinforce your agency’s value.

Common Questions

How do I create a new dashboard?

Click the Dashboard Selection Menu at the top of the screen, select + Add Dashboard, enter a name, configure privacy settings (Private or Shared), and click Confirm. Your new blank dashboard opens immediately ready for widgets.

Can I have multiple dashboards in one sub-account?

Yes. The platform supports unlimited custom dashboards per sub-account. Create as many as you need for different teams, purposes, or clients without competing for space.

What chart types are available for widgets?

Widgets support Numeric, Donut Chart, Line Chart, Bar Chart, Horizontal Bar Chart, and Table formats. The chart type selector is built into the widget settings panel so you can preview different formats before saving.

How do I filter widget data?

Open the widget settings, go to the Conditions tab, and click Add Filter. Select the field, operator, and value. Use +AND to add conditions within a group, and create additional filter groups for OR logic between groups.

Can I override the date range for a single widget?

Yes. Each widget has a Date Range Override option in its settings. When enabled, the widget uses its own date range instead of the dashboard’s global setting, useful for year-to-date counters or specific campaign periods.