Custom Dashboard Creation
Build a dashboard tailored to your team's KPIs.
Overview
A generic dashboard rarely matches what a specific role needs to see. This lesson builds a custom dashboard from individual widgets — pipeline value, campaign ROI, and appointment show rate — for a sales manager view.
Lesson Details
You'll also learn how to share a saved dashboard with your team so everyone works from the same numbers.
What You'll Do in This Lesson
Add widgets for pipeline value, campaign ROI, and appointment show rate. Arrange and resize widgets to prioritize the metrics your role cares about most. Save and share the dashboard view with your team.
Start your free 14-day trial · View pricing · See a live demo