Custom dashboards Home

Overview

Create your own modules that you can use with custom dashboards. You can embed reports, show individual business metrics, and create visual charts based on key performance indicators from dozens of report templates.

Note: To create or edit dashboard modules, make sure you have the correct dashboard permissions enabled. Contact your account administrator for assistance.

Module types

• Report module: Run a custom report on your dashboard.

• KPI module: Display up to six key performance indicators (KPIs) from a report template.

• Visualization module: Show a graphical representation of KPIs. For example, create a bar chart that compares the sum of subtotals on opportunities and converted jobs.
  

Create and manage custom dashboards

• Create and edit custom dashboards

• Manage custom dashboard filters

• Manage custom dashboard settings

• Share custom dashboards

Create and manage custom dashboard modules

• Create and edit report modules for custom dashboards

• Create and edit KPI modules for custom dashboards

• Create and edit visualization modules for custom dashboards