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Dashboard

The Dashboard is a grid of widgets that show your key numbers at a glance: contacts, deals, revenue, activities, tickets, and inbox performance. Each person has their own dashboard, so you can arrange it around the work you do without changing anyone else’s.

Open Analytics → Dashboard. New users start with a default sales layout that you can change at any time.

Date range and comparison

Section titled “Date range and comparison”

The toolbar controls apply to every widget on the dashboard:

Control What it does
Date range Pick a preset (Today, Last 7 days, Last 30 days, Month to date, Last quarter, and more) or a custom range. The default is the last 30 days.
Comparison Compare against the previous period, the previous year, the previous year matched by day of week, or a custom range. Choose No comparison to turn it off.
Currency Show money values in one of your organization’s currencies. The choice is saved with your dashboard.
Refresh data Reload every widget. The time of the last refresh is shown in the header.

Your date range and comparison are remembered in this browser. Preset ranges such as “Last 30 days” always move with today’s date.

Numbers follow your data visibility. If you can only see your own or your department’s records, the widgets only count those records.

Widgets

Section titled “Widgets”

Widgets come in a few shapes:

  • Stat cards show one number, with the change against the comparison period.
  • Charts show trends over time or a split by stage, source, owner, or channel.
  • Breakdowns and ranked lists show the top values for one field, such as contacts by source or activities by type.
  • Tables rank owners or accounts, such as top owners by deal value.
  • Streaks leaderboard ranks team members by their current daily streak.

Click a widget’s header to open the same data in Reports, with the dashboard’s date range, comparison, and currency already applied. From there you can change the grouping, add filters, or save it as a report.

Customize the dashboard

Section titled “Customize the dashboard”

Click Customize to edit the layout. A widget library opens beside the grid:

  • Add a widget by clicking it in the library or dragging it onto the grid. Search for a widget or browse by category: Overview, Sales, Contacts, Customers, Activities, Support, and Team.
  • Drag a widget by its handle to move it, and drag its edge to resize it.
  • Click a widget’s title to rename it.
  • Remove a widget with its close button.

Click Done when you are finished. Changes save as you make them.

Reset to default (shown while customizing) removes your changes and restores the default layout.

Default widgets

Section titled “Default widgets”

A new dashboard includes:

Widget Shows
Contacts Total contacts
Active deals Open deals in your pipelines
Revenue won Revenue from won deals
Contacts in lifecycle Contacts assigned to a lifecycle stage
Revenue over time Won-deal revenue trend
Deals breakdown Key deal metrics at a glance
Contacts over time New contacts over time
Deals by stage Deals in each pipeline stage
Contacts by source Where contacts come from
Top owners by deal value Sales reps ranked by deal value
Activities by type Activity volume per type

The library also has widgets for pipeline value, weighted pipeline, average deal size, deals won, new accounts, top accounts, deals by owner, contacts by rating, tickets by priority, and inbox performance (open conversations, first response time, conversations by channel, replies over time, and assignee performance).

Add a report to the dashboard

Section titled “Add a report to the dashboard”

Any report can become a widget. In Reports, open or build a report and click Add to dashboard. Choose whether to add it as a Chart, a Table, or Chart + Table.

Permissions

Section titled “Permissions”

The Dashboard needs dashboard.view, which every role has. Workspaces that include Pulse open on Pulse after sign-in; others open on the Dashboard.

Section titled “Related pages”