What are Dashboards?
Dashboards let you create custom views of your customer data using configurable widgets. Combine charts, metrics, tables, and text to monitor what matters most to your business.Dashboard List
Click Dashboards in the main navigation to view all dashboards. The list page supports:- Search by dashboard name and description
- Filter views - All, Favorites (starred), or Recently viewed
- Grid or List display mode
- Star dashboards to mark them as favorites
Widget Types
Dashboards are built from widgets. Eight types are available:| Type | Description |
|---|---|
| Number | Single aggregate metric (count, sum, average, etc.) with optional sparkline |
| Bar Chart | Compare values across categories, vertical or horizontal |
| Line Chart | Show trends over time with configurable curve styles |
| Pie Chart | Show proportions of a whole, with donut option |
| Area Chart | Filled line chart for volume visualization |
| Table | Tabular data view with sortable columns and pagination |
| Text | Rich text content with markdown formatting |
Dashboard Filters
Dashboard-Level Filters
Global filters apply to all widgets on the dashboard. Filter conditions support AND/OR logic with operators that vary by field type (string, numeric, date). Date filters include presets (last 7/30/90 days, this quarter, this year, custom range) and relative options (last N days/weeks/months).Widget-Level Filters
Individual widgets can have their own filters, independent of the dashboard filters. Enable the Exclude Filters toggle on a widget to prevent dashboard-level filters from affecting it.Sharing and Embedding
Dashboards can be shared via link or embedded in external sites:- Share link - Generate a public link for read-only access
- Embed code - Get an iframe snippet to embed in websites or documentation
- Options - Set expiration dates, allow/disallow filters on the shared view
Templates
Create dashboards from pre-built templates or save your own:- Library templates - Pre-built dashboards organized by category (Overview, Executive, Customer Success, Revenue, Sales, Product, Support)
- Saved templates - Reusable templates created from your own dashboards
- Browse and search templates when creating a new dashboard