---
title: Dashboards
description: Track performance and visualize your CRM data with custom dashboards.
icon: "chart-bar"
---

import { VimeoEmbed } from '/snippets/vimeo-embed.mdx';

Dashboards give you real-time visibility into your business metrics — pipeline health, team performance, revenue trends, and anything else you want to track.
<VimeoEmbed videoId="1185511768" title="Dashboard" />

## 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

## 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

## 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.

<Card title="Full Dashboards guide" icon="arrow-right" href="/user-guide/dashboards/overview">
  Detailed reference on creating dashboards, configuring widgets, and chart settings.
</Card>