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FAQs

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

Last updated: May 26, 2026


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On this page

  • General Questions
  • Which plans offer access to custom dashboard widgets?
  • Why does the widget data show a different time/date format compared to other sections of the platform?
  • Which roles have access to the Custom widgets?
  • How do permissions work for the dashboard?
  • How can I configure widgets to display data specific to the team member viewing the dashboard?
  • Why is there a mismatch in opportunities on the new dashboard?
  • Why can’t I select Session Source or Medium in the “Group By” or “View By” options?

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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