Set Up Dashboards

Build a custom analytics dashboard to monitor your most important KPIs in real time. This setup guide walks you through creating your first dashboard, adding key widgets, and configuring permissions.

Prerequisites

• Admin or Full Access user role
• Active data in your sub-account (contacts, opportunities, or appointments)
• Basic understanding of which metrics you want to track

Create Your First Dashboard

Start with a blank canvas tailored to your specific reporting needs.

1. Navigate to Dashboard in the left sidebar menu
2. Click the Dashboard Selection Menu at the top of the screen
3. Select + Add Dashboard from the dropdown
4. Enter a descriptive name (for example, “Sales Performance” or “Marketing Overview”)
5. Leave Private Dashboard enabled if only you should see it, or disable it to share with your team
6. Click Confirm to create your dashboard

Your new dashboard opens as an empty workspace ready for widgets.

Add Your First Widgets

Widgets display specific metrics or data sets as charts, tables, or numeric displays. Start with high-value metrics that drive your business decisions.

Option 1: Use Suggested Widgets

1. Review the What is your goal? prompts on your empty dashboard
2. Select a goal category that matches your needs (track leads, monitor appointments, measure revenue)
3. Check the boxes next to the widgets you want to add
4. Click Confirm & Add to place them on your dashboard

This is the fastest path to a functional dashboard.

Option 2: Add Widgets Manually

1. Click + Add a widget manually to open the widget panel
2. Choose a category: Contacts, Appointments, Opportunities, Calls, Emails, Conversations, Visitor Data, or General
3. Select the specific metric you want to track
4. Choose a chart type (Numeric, Donut, Line, Bar, Horizontal Bar, or Table)
5. Configure the date range and any filters under the Conditions tab
6. Click Save to add the widget to your dashboard

Start with 6 to 8 widgets. More than that creates visual overload and slows comprehension.

Configure Widget Settings

Fine-tune each widget to show exactly the data you need.

1. Hover over any widget and click the pencil icon to edit
2. Update the Title to clearly describe what the widget shows (for example, “New Leads by Source (Last 30 Days)”)
3. Select which Metrics to display (some chart types support multiple metrics)
4. Choose the Group dimension (how data is sliced: by source, status, pipeline stage, etc.)
5. Set the Date Property (Created Date, Updated Date, Close Date, etc.)
6. Optionally enable Date Range Override if this widget needs a different time period than the global dashboard setting
7. Add Filters under the Conditions tab to narrow the data (for example, show only Active contacts or opportunities in a specific pipeline)
8. Click Save to apply your changes

Repeat this process for each widget until the dashboard displays your critical metrics.

Arrange and Resize Widgets

Organize your layout for easy scanning and visual hierarchy.

1. Click the pencil icon in the top-right corner to enter edit mode
2. Drag widgets by clicking and holding the title bar, then moving them to a new position
3. Resize widgets by grabbing the corners or edges and pulling to the desired dimensions
4. Place your most important metrics at the top or in larger widget sizes
5. Group related metrics together (for example, all pipeline widgets in one row)
6. Click Save Changes when you are satisfied with the layout

The grid system automatically aligns widgets for a clean, professional appearance.

Set Dashboard Permissions

Control who can view and edit your dashboard.

1. Click the Dashboard Selection Menu at the top of the screen
2. Select the dashboard you just created
3. Click the settings icon next to the dashboard name
4. Toggle Private Dashboard off to make it visible to other team members
5. Scroll down to Permissions
6. Assign permission levels for each user role:
   • Full Access: Can view, edit, and delete the dashboard
   • Edit Access: Can modify widgets and layout but cannot delete the dashboard
   • View Only: Can see the dashboard but cannot make changes
   • No Access: Dashboard is hidden from this role
7. Click Save

For client-facing dashboards, set clients to View Only to prevent accidental changes.

Apply a Theme (Optional)

Add visual consistency and branding to your dashboard.

1. Enter edit mode by clicking the pencil icon in the top-right corner
2. Click the Theme button in the toolbar
3. Choose a predefined color theme or customize individual colors
4. Preview the theme across all widgets
5. Adjust individual widget colors if needed by editing each widget’s settings
6. Click Save Changes

Custom themes are especially useful for agencies matching client brand guidelines.

Test Your Setup

Verify your dashboard displays accurate, actionable data.

• Confirm all widgets show data (if a widget is empty, check your filters and date range)
• Verify the global date range selector updates all widgets correctly
• Test any widgets with date range overrides to ensure they pull the correct time period
• Share the dashboard with a team member and confirm they can see it based on their permission level
• Review widget titles to ensure they are descriptive and clear at a glance

Next Steps

Once your dashboard is live, expand and optimize your reporting:

• Create additional dashboards for different teams or purposes (sales, marketing, operations)
• Add titles and text boxes to label sections of your dashboard for better organization
• Embed images like logos or screenshots if you are building a client-facing view
• Convert your dashboard into a scheduled report by navigating to Reporting > Custom Reports and selecting the option to build from an existing dashboard
• Use Dashboard Summary AI to generate a plain-language overview of your performance based on visible widgets
• Review and adjust your dashboard monthly as business priorities evolve

For a deeper dive into advanced dashboard features, read the full Dashboards guide.