Requires administrator rights or the following permission: Dashboard |
Dashboards are a great way to visualize and keep track of your performance. Here, we'll go through the basics of creating a dashboard.
Go to Insights in the menu on the left and choose Dashboards.
Click Create dashboard.
A new window will open, from which you can choose a template to create a dashboard for the type of data you want to monitor. You can also choose to create your own by selecting the Blank option (Notice: If there are no dashboards created yet, you'll automatically be redirected to the list of templates to choose from).
4. Hit Load template when you have made your selection.
You can now customize the various widgets as you wish by following the method below starting from step 3.
If you want to build from scratch or add widgets to an existing dashboard
Building your dashboard from scratch gives you plenty of opportunities to customize it exactly the way you want. You can also save some work by building on one of the templates.
Both options require you to add widgets. Read more about creating custom KPIs here. You may also consider tailoring KPI definitions and leveraging advanced customization to align with specific goals. Understanding KPI composition can further enhance your dashboard's utility.
Here’s how to do it:
Add a new widget to your dashboard by clicking the Add Widget drop-down menu at the top.
You can choose from a list of predefined widgets and KPIs (Leads, Calls, Activities, Bookings, Sales, Visualization, Legacy), but you can also opt to create your own by clicking on "Create New Chart" or "Create New Table."
If you choose a predefined KPI, it will be created immediately, but you will need to customize what your widget displays afterward. Click on the three dots in the top right corner of your widget and select Settings to edit.
Notice: Before editing, you may want to view the KPI's definition to understand what it measures and how it’s composed. To do this, access the KPI options menu by clicking the three dots, then select View Definition or a similar option, if available. This will provide insights into the metrics and data used in the KPI.
You now need to start customizing your widget. Its appearance may vary depending on the type of data you're working with. In the example below, the KPI is based on lead data. If, for instance, it is based on sales data, it will look slightly different.
a) KPI: You can choose to keep your current KPI, but you can also opt to change it to a completely different one.
b) Title: Specifies the name that will be displayed on your widget. Make sure the name of your widget corresponds with the KPI.
c) Group by: Allows you to decide whether the data to be displayed is grouped by time, campaigns, users, etc.
d) Daily Goal: Select the daily goal you are striving to reach.
e) Chart Color: Choose a color for your chart so it's easy to find on your dashboard.
f) Visualization: Select the type of visualization you want your widget to have.
Once you're done customizing your widget, you can then set up filters.
Choose whether you want to add filtering at the widget level (i.e., filters that only apply to the KPI/widget you are editing). You can do this from Filters.
By default, the widget uses your global filters (the filters you use for the entire dashboard), but you can choose to see only specific campaigns or users, or add a specific time range. You can see if a widget has specific filters attached if the widget has this icon:
When you are done with the setup, click Add widget to add it to your dashboard.
If you want to change the size, you can drag the widget from the bottom-right corner.
You can set up filters for the entire dashboard (time, campaigns, user) by editing the global filtering at the top.
Lastly, remember to click Save in the top-right corner, give it a name, and choose whether it should be set as private (only you can see it) and/or favorite (so it's easy to find).
Clone a dashboard
NB: Cloning a dashboard is an available feature upon request. Reach out to our support team if you would like to add this feature to the account.
If you wish to do this, you can find it in the top-right corner under Settings.
After that, it is possible to clone it:
