Who This Is For / When to Use
Use Multiple Dashboards if you need different dashboards for sales, marketing, operations, leadership reporting, or role-specific visibility instead of placing all data into one dashboard.
What Are Multiple Dashboards
Multiple Dashboards allow you to:
Create unlimited dashboards in a single account
Customize widgets, filters, and date ranges per dashboard
Clone existing dashboards to save setup time
Control visibility with dashboard-level permissions
Set a default dashboard for users
Pin important dashboards for quick access
Each dashboard operates independently, with its own widgets, filters, and layout.
Create a New Dashboard
Open Dashboards from the main navigation.
In the left panel, click Add Dashboard.
Enter a dashboard name and confirm.
The new dashboard opens in Edit mode, ready for widgets.
Add Widgets to a Dashboard
Open the dashboard and ensure Edit mode is enabled.
Click Add Widget in the top-right corner.
Choose a widget from Widgets, Elements, Themes, or Custom Metrics tabs.
Configure the widget:
Select chart type
Choose data source
Apply filters and conditions
Click Save Changes to apply the widget.
Use Conditions and Filters in Widgets
While configuring a widget, open the Conditions tab.
Select a field (for example, Source).
Define the rule (Is, Is Not, Contains, etc.).
Click Add condition to stack multiple rules.
This controls exactly which records appear in the widget.
View Granular Records from Widgets
Click any chart element (bar, line point, pie slice, or number).
A record view opens showing the underlying data.
Use the Export icon in the record view to download data.
Clone a Dashboard
Cloning creates a full copy of a dashboard, including layout and widgets.
Open the dashboard you want to copy.
Click the three-dot menu in the top-right.
Select Clone.
Rename the cloned dashboard if needed.
Note: Users with edit access and users with view-only access can clone dashboards.
Manage Dashboard Permissions
Open the dashboard.
Click the three-dot menu.
Select Manage Permission.
Assign access levels or mark the dashboard as Private.
Only dashboard owners and users with full access can change permissions.
Delete a Dashboard
Open the dashboard.
Click the three-dot menu.
Select Delete.
Only the dashboard owner can delete a dashboard.
Pin a Dashboard
From the dashboard list, click the pin icon next to a dashboard name.
Pinned dashboards appear at the top of the dashboard list for quick access.
Set a Default Dashboard
A default dashboard is the first dashboard users see when they log in.
Dashboard owners can mark a dashboard as default from dashboard settings.
Default dashboards help align teams around the same KPIs and priorities.
Dashboard Time Zone Behavior
Dashboards respect the account’s configured time zone.
This ensures widget data matches timestamps across CRM, pipelines, and reports, preventing mismatches caused by different time zone interpretations.
Dashboard Insights from Opportunities
You can access dashboard-level insights directly from Opportunities.
Go to Pipelines & Opportunities.
Click the three-dot menu in the Opportunities view.
Select Dashboard Insights.
This provides quick analytical context without switching modules.
Common Issues and Fixes
Widgets show no data
Check widget Conditions and date range.
Confirm the selected data source has matching records.
Cannot edit or delete a dashboard
Verify you are the dashboard owner or have full access permissions.
Data looks incorrect
Confirm dashboard time zone matches your account settings.
Check if widget-level filters override dashboard-level expectations.