Dashboard Builder

Create personalized dashboards with custom widgets, layouts, and data sources.

Creating a Dashboard

1. Go to Analytics > Dashboard Builder
2. Click New Dashboard
3. Name your dashboard
4. Choose layout:
   • 1 column
   • 2 columns
   • 3 columns
   • Grid

Adding Widgets

Widget Types

Data Sources

Widgets can display data from:

• CRM (deals, contacts, activities)
• Recruiting (candidates, jobs)
• Projects (tasks, cycles)
• Support (tickets)
• Finance (invoices, revenue)

Configuring Widgets

Each widget has settings:

Widget Examples

Metric Widget

Display a single number:

Title: Monthly Revenue
Source: Finance > Invoices
Metric: Sum of Amount
Filter: Status = Paid, This Month
Trend: Compare to Last Month

Chart Widget

Show trends over time:

Title: Deal Pipeline
Source: CRM > Deals
Chart Type: Funnel
X-Axis: Stage
Y-Axis: Count
Filter: Status = Open

List Widget

Top items:

Title: Top Deals
Source: CRM > Deals
Sort: Value (descending)
Limit: 5
Columns: Name, Value, Stage

Layout Options

Drag and Drop

1. Click and hold widget
2. Drag to new position
3. Drop to place

Resize

1. Hover over widget edge
2. Drag handle appears
3. Drag to resize
4. Other widgets reflow

Full Screen

Expand widget to full screen:

1. Click Expand icon
2. Widget fills screen
3. More detail visible
4. Click to collapse

Sharing Dashboards

Personal Dashboards

• Only you can see
• Customized to your needs
• Unlimited personal dashboards

Team Dashboards

Share with your team:

1. Click Share
2. Select team
3. Set permissions:
   • View only
   • Can edit
4. Save

Workspace Dashboards

Organization-wide dashboards:

• Visible to all
• Admin-managed
• Standard KPI views

Dashboard Templates

Pre-built Dashboards

Start from templates:

Custom Templates

Save your dashboard as template:

1. Complete dashboard
2. Click Save as Template
3. Name template
4. Share with workspace

Data Refresh

Auto-Refresh

Widgets update automatically:

Manual Refresh

Click Refresh to update all widgets immediately.

Best Practices

Dashboard Design

• Limit to 6-8 widgets
• Group related metrics
• Use consistent timeframes
• Highlight key numbers

Naming

Use descriptive names:

• "Q1 Sales Dashboard"
• "Weekly Recruiting Summary"
• "Support Team Metrics"

Maintenance

• Review dashboards monthly
• Remove unused widgets
• Update filters as needed
• Archive outdated dashboards

Next Steps

• Analytics — Pre-built analytics
• Reports — Detailed reports
• Export — Data export