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Knowledge Base/Dashboards/Subaccount Dashboard Page - View or Edit

Subaccount Dashboard Page - View or Edit

Subaccount Dashboard viewing and editing.

Last updated: May 26, 2026

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On this page

  • What is the Subaccount Dashboard?
  • What Are Dashboard Modes and States?
  • Dashboard States:
  • Dashboard Modes:
  • Dashboard Components Overview
  • Date Picker
  • Dashboard Selection (Carrot Menu)
  • Dashboard Add/Create
  • Create A New Dashboard
  • Create A Dashboard From Template Library
  • Template Details
  • Clone Existing Dashboard
  • Date Picker
  • Edit Button
  • Edit Mode
  • Add (or Edit) Widget Panel
  • Action Menu (Three-Dot Menu)
  • Quick Filters
  • Add Quick Filters (panel)
  • Filter Pills
  • Blank Dashboard Quick Starts
  • What Is Your Goal Widget Options Modal
  • Top Used Widgets
  • Widgets In View Mode
  • Records Granular Data
  • Widgets In Edit Mode

In this folder

  • Dashboard: Opportunities, Pipeline Value, Conversion Rate, Funnel, Stages Distribution
  • How To Create A Custom Dashboard
  • How To Manage Dashboard Permissions
  • How To Clone A Subaccount Dashboard
  • How To Pin Favorite Dashboards
  • How to Edit a dashboard
  • How to duplicate a dashboard to another sub-account
  • How to switch Timezones for your Dashboards
  • How to set a Default Dashboard
  • How to change the Timezone for a Dashboard (Logged in User)
  • How to load Snapshots with Dashboards
  • How to use "Only Assigned Data" setting with Dashboard
  • Quick Filters on Dashboards
  • Dashboard Summary AI
  • What Are Dashboard Widgets?
  • How to Create & Add Dashboard Widgets
  • Customizing Dashboard Widgets
  • Edit widgets on the dashboard
  • Resize widgets
  • Rearrange Widgets
  • Removing a widget
  • FAQs
  • How Funnels and Stage distribution widgets work
  • How to inject User/Sub account Properties in Iframes on Sub Account Dashboards
  • How to use Table Charts for Dashboard Widgets
  • How To Embed External Content On A Dashboard
  • How to add attribution and UTM parameters as filters on custom widgets
  • How to Customize Dashboards by Adding Titles, Images, and Text Boxes
  • How to Add and Utilize the New Sales Efficiency Widget on Your Dashboard
  • Duplicating widgets on a dashboard

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