Who This Is For / When to Use
Use this if you want to build dashboards tailored to your business goals using widgets, filters, visual elements, themes, and custom metrics.
Create or Access a Dashboard
Create a new dashboard
Open Dashboards.
Click Add Dashboard.
Enter a dashboard name and choose whether it is private.
Click Confirm.
Open an existing dashboard
Select a dashboard from My Dashboards or Shared With Me.
Add Widgets to a Dashboard
Step 1: Enter edit mode
Open the dashboard and click Edit mode.
Step 2: Add a widget
Click Add Widget.
Step 3: Choose a widget
Select a widget from Contacts, Appointments, or Opportunities, or use suggested widgets.
Configure Widget Filters and Conditions
Apply conditions
While configuring a widget, open the Conditions tab.
Choose AND or OR logic.
Add conditions such as Status, Rescheduled, Source, or Attribution.
Click Save.
Lost Reason filter (Opportunities)
Use Lost Reason in opportunity widgets to analyze why deals were lost.
Rescheduled filter (Appointments)
Use the Rescheduled condition to track rescheduled appointments.
Attribution and UTM Filters
Attribution types
Opportunity widgets support:
First Attribution
Latest Attribution
Configure these under Conditions → Attribution.
UTM parameters
Filter opportunities using UTM fields such as UTM Source and UTM Campaign when attribution is applied.
Important: UTM fields are visible only in Table and Granular views.
Contact Source and Opportunity Source Filters
How to apply source filters
Add a Contact or Opportunity widget.
Open the Conditions tab.
Select Source and define the value.
Save the widget.
Where source appears
Contact widgets: Source filter and table column
Opportunity widgets: Source filter
Table widgets: Source shown as a column
Add Dashboard Elements (Titles, Text, Images)
Open Elements
While in edit mode, click Add Widget → Elements.
Title element
Use titles to label dashboard sections.
Text Box element
Use text boxes to add instructions, notes, or hyperlinks.
Image element
Add logos, banners, or visual references to dashboards.
Duplicate Widgets
Open the widget’s three-dot menu.
Click Duplicate.
Adjust settings if needed.
Save changes.
Instant Dashboard Insights
Add widgets directly from supported pages such as Opportunities or Reports.
How to use
Open a supported page (e.g., Opportunities).
Click the three-dot menu.
Select Dashboard Insights.
Choose a dashboard.
Click Confirm & Add.
Apply Themes to Dashboards
Enter Edit mode.
Click Add Widget → Themes.
Choose or customize a theme.
Save changes.
Create Custom Metrics
Custom Metrics allow you to build KPIs using formulas across multiple data sources.
How to create a custom metric
Open Add Widget.
Switch to Custom Metrics.
Click Create Custom Metrics.
Define the formula and data sources.
Save the metric.
Common Issues and Fixes
I can’t add or edit widgets
You need edit permissions for the dashboard.
Source or UTM fields are missing
Ensure the widget uses Table or Granular view and an attribution type is applied.
Duplicate option is missing
The widget must be editable and on the same dashboard.