Overview

Dashboards give you a visual overview of your business data. Each dashboard contains one or more reports — charts and metrics that summarize records from your modules.

Dashboard

A collection of reports displayed together. You can have multiple dashboards for different purposes (e.g., Sales Overview, Support Metrics).

Report

A single chart or metric widget. Reports pull data from a module, apply aggregations, and display the result as a bar chart, pie chart, line chart, or table.

Viewing Dashboards

SidebarDashboards

Click Dashboards in the sidebar to view your dashboard. Use the dropdown at the top to switch between dashboards. Each report shows time-range filters (7D, 1M, 3M, 6M, 12M, All) to adjust the data window.

Dashboard view with reports — The Org Dashboard showing multiple reports with bar charts and time-range filters.

Creating a Report

To add a new report to your dashboard:

1Navigate to your dashboard and click Create Report.
2Enter a Report Name and optional description.
3Click Next to open the report builder.

The Create Report dialog where you name your report before configuring it.

Report name filled in — Enter a descriptive name and optional description for your report.

Configuring the Report

The report builder lets you configure four key settings:

Setting	Description
Data Source	Which module to pull records from (Leads, Contacts, Deals, Accounts).
Metric	The field to measure and how to aggregate it (Sum, Count, Avg, Min, Max).
Grouped By	The field to group results by (e.g., Stage, Owner, Source).
Visualization	Chart type — Bar, Pie, Line, Table, or Single Metric.

Report builder interface — The report builder with configuration panel on the right.

Selecting a Data Source

Choose which module's records to report on. The available fields for Metric and Grouped By will update based on your selection.

Module selection dropdown — Select from available modules — Leads, Contacts, Deals, or Accounts.

Choosing a Metric

Select the field to measure. Numeric fields (marked with #) support Sum, Avg, Min, and Max. All fields support Count.

Metric field selector — Pick a field to measure — numeric fields are marked with # for aggregation support.

Aggregation options — Choose how to aggregate: Sum, Count, Avg, Min, or Max.

Previewing the Chart

Once you select a Grouped By field, the chart preview updates in real-time. You can switch visualization types to find the best representation for your data.

Bar chart preview with data — Live preview showing Sum of Amount grouped by Stage as a bar chart.

Saving & Viewing

Click Save Changes to add the report to your dashboard. You'll be taken back to the dashboard where your new report appears alongside existing ones.

Dashboard with new report saved — The dashboard now shows the newly created report alongside existing reports.

️ Use the time-range filters (7D, 1M, 3M, etc.) on each report to quickly adjust the date window without editing the report configuration.