f218d652df
closes https://github.com/twentyhq/core-team-issues/issues/1973 --------- Co-authored-by: github-actions <github-actions@twenty.com>
78 lines
2.2 KiB
Plaintext
78 lines
2.2 KiB
Plaintext
---
|
|
title: Dashboards
|
|
description: Learn the basics of reporting and dashboards in Twenty.
|
|
image: /images/user-guide/reporting/pie-chart.png
|
|
---
|
|
|
|
<Frame>
|
|
<img src="/images/user-guide/reporting/pie-chart.png" alt="Dashboards" />
|
|
</Frame>
|
|
|
|
<Note>
|
|
Dashboards are currently in beta. Activate them under **Settings → Updates → Early Access**.
|
|
</Note>
|
|
|
|
## Understanding Dashboards
|
|
|
|
Dashboards in Twenty provide a visual way to track your key performance metrics and gain insights from your CRM data.
|
|
|
|
<img src="/images/user-guide/dashboard/dashboards_v2.png" alt="Dashboards" />
|
|
|
|
## 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
|
|
- Aggregate charts
|
|
- iFrames
|
|
- Rich text
|
|
|
|
<Note>
|
|
**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.
|
|
</Note>
|
|
|
|
## Getting Started
|
|
|
|
### Creating Your First Dashboard
|
|
1. Navigate to the **Dashboards** section
|
|
2. Click **+ New Dashboard**
|
|
3. Give your dashboard a name
|
|
4. Add tabs to organize your content
|
|
5. Add widgets to display your data
|
|
6. Save
|
|
|
|
### Adding Widgets
|
|
1. Open a tab on your dashboard
|
|
2. Click **+ Add Widget**
|
|
3. Select the widget type
|
|
4. Choose the data source (object)
|
|
5. Configure the widget settings
|
|
6. 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
|
|
|
|
## Next Steps
|
|
|
|
- [Widgets and visualizations](/user-guide/dashboards/capabilities/widgets)
|
|
- [Chart settings reference](/user-guide/dashboards/capabilities/chart-settings)
|
|
- [Dashboards FAQ](/user-guide/dashboards/how-tos/dashboards-faq)
|