Dashboards

Subaccount Dashboard viewing and editing.

Dashboard templates streamline the process of replicating dashboards across different sub-accounts, saving time and effort. This guide provides a step-by-step walkthrough for creating a dashboard template and using it to create new dashboards. Learn

Custom Metrics give you the flexibility to track the KPIs that matter most by combining data from different sources and applying your own formulas. In this article, you’ll learn what Custom Metrics are, why they’re useful, and how to set them up step

You can now add relevant insight widgets to your dashboards directly from key pages — making it easier to bring analytics into your workflow without switching context.

This document will help you understand the different dashboards and reports available to you, so you can track and manage your business’s payment activity with ease.

The "Duplicate Widget" feature allows you to easily copy existing widgets on your dashboard. This helps save time, especially when creating widgets with similar configurations. Instead of building a new widget from scratch, you can duplicate an exist

By default, Sales Efficiency shows aggregated metrics across all pipelines. To focus on one workflow or sales process, use the

Important Note: Attribution and UTM parameters are currently only available for contacts and opportunity widgets

Currently, our dashboard widgets use a system timezone and date format for consistency. We understand this may not be ideal for all users, and we're actively working to provide you with the flexibility to switch time and date formats within the dashb

Custom dashboards on $497+ plans can be accessed by

Customize your dashboard by easily dragging and dropping widgets.

Custom dashboards on $497+ plans can be accessed by

Custom dashboards on $497+ plans can be accessed by

Widgets are powerful tools for visualizing data, and customizing them ensures they deliver the insights you need. This guide explains how to modify widget settings, add filters, experiment with chart types, and fine-tune the display to suit your goal

Adding widgets to your dashboard allows you to easily access important data and metrics in one place. Whether you’re tracking leads, appointments, or sales performance, customizing your dashboard ensures it reflects the unique needs of your business.

Dashboard widgets are versatile and customizable tools that simplify data visualization and analysis. They provide quick access to key metrics, enabling efficient monitoring and enhanced reporting. Adding widgets to your dashboard is straightforward—

Dashboard Summary AI is a built‑in analysis tool that reviews an entire dashboard and generates a plain‑language summary of key movements, growth patterns, and potential risks. It also provides context‑rich insights and supports follow‑up questions f

Important: Quick Filters currently only work with custom widgets (those you’ve created). They do not apply to the default General Widgets.

Please Note: If a widget has a hardcoded filter for another team member, users with "Only Assigned Data" enabled will see a permission-required message.

Now agency users can save time during onboarding and provide their locations with pre-configured dashboards as they begin. This enhancement allows agencies to create snapshots of their dashboard setup in one account and easily load it into other exis

Say goodbye to data discrepancies and hello to personalized data viewing with the Timezone Switcher for Dashboard!

Important If you are experiencing issues with your default dashboard being changed after this release, you can revert it back by following the above instructions.Please note that existing dashboards and widgets are not affected. We identified a bug

For teams with members across various time zones, personalize your dashboard experience with the Timezone Switcher. Users can manage and update time zones for the dashboards they view based on their preferences.

Dashboard can be duplicated to a different subaccount.

To Pin a dashboard is to mark it as a favorite so that it always shows up in an easy to find place. If you have a lot of dashboards you can ensure the ones you access most frequently are always at the top of the list.

Navigate to Subaccount > Dashboard and click on the dashboard selection menu. Search or browse for your target dashboard. Select it to open for viewing and editing.

Dashboards can be private to their creator, or they can be shared with different roles at different access levels.

Custom Dashboards is a configurable analytics space in each sub‑account where you can track KPIs from contacts, appointments, opportunities, calls, revenue, and more. You control the layout, the widgets you add, the metrics they use, and even the das

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