Categories
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Dashboards

Dashboards

Create visual dashboards as you need to gain important business insights

Getting Started
Customization
Import & Export
Views & Records
User Management
Automations
Dashboards
Activity Reminders
Objects & Fields
Integrations
Security
Billing & Subscriptions

Getting started with dashboards

Learn how to create and work with dashboards so you can analyze all your organization’s data in real time and make informed business decisions.

Using KPI table widgets

KPI table widgets help you use existing parameters from different objects and present them in one cohesive table for easy comparisons. Build functions with these parameters to check effectivity, conversion rates, and more.

Widget types

Learn about when and how to use each type of dashboard widget to fully customize and optimize your dashboards.