Dashboards Overview

Dashboards are an easy way to get a snapshot glance at your company's recent or overall performance.

A dashboard is composed of up to 9 "dashlets", or special visualizations of data. There are over a dozen different preset dashlets to choose from, with the ability to create more.

Some of these preset dashlets include:

  • View a list of active tasks, grouped into tabs based on priority
  • Charts and graphs of sales closed by day, week, or owner
  • Charts and graphs of calls handled by day or user
  • Pipeline chart of upcoming sales

Each of the three rows of a dashboard can be customized with up to three dashlets and reconfigured whenever necessary. The dashlets themselves are customizeable from their own edit menus to allow you as much flexibility with your view as possible.