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- Add product tour video - Add new graphic design assets --------- Co-authored-by: claude[bot] <41898282+claude[bot]@users.noreply.github.com> Co-authored-by: Etienne <etiennejouan@users.noreply.github.com>
37 lines
1.4 KiB
Plaintext
37 lines
1.4 KiB
Plaintext
---
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title: Dashboards
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description: Track performance and visualize your CRM data with custom dashboards.
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icon: "chart-bar"
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---
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import { VimeoEmbed } from '/snippets/vimeo-embed.mdx';
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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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<VimeoEmbed videoId="1185511768" title="Dashboard" />
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## Widgets
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Each dashboard is made up of widgets. A widget is a single chart or metric tied to your CRM data. You can configure:
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- **Chart type** — Bar, line, pie, number, and more
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- **Data source** — Any object in your data model (standard or custom)
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- **Filters** — Narrow down to specific records, date ranges, or segments
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- **Aggregation** — Count, sum, average, min, max on any numeric field
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- **Grouping** — Break down by select fields, dates, or relations
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## What you can track
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- Pipeline value by stage
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- Deals closed over time
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- Average deal size by source
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- Task completion rates
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- Custom metrics on any object
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## Sharing
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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.
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<Card title="Full Dashboards guide" icon="arrow-right" href="/user-guide/dashboards/overview">
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Detailed reference on creating dashboards, configuring widgets, and chart settings.
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</Card>
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