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Dashboards

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Includes guides for creating and updated Dashboards and Widgets

  • How to Create a Dashboard
  • How to Edit a Dashboard
  • How to Create and Export a Custom Dashboard
  • How to Add a Logo and branding to Your Dashboards
  • How to Add an Executive Summary to Your Dashboard
  • What Happens When you "Update Dashboard"
  • See who has Access to Specific Dashboards
  • How to Hide Dashboard Sections With "Only Show if Active" Feature
  • How to Create Dynamic Dashboard Sections Based on Products
  • How to Create Widgets
  • How to Use Data Widgets
  • How to Style the Grid/Table Widget
  • How to Build a Live Call Widget
  • How to Filter Live Calls
  • How to Use Widget Styles to Customize the Way Data are Displayed in Charts
  • How to use Date Ranges
  • Grid Widgets: Best Practices
  • Geo Widgets: Best Practices
  • Account Manager Contact Card Widget: Best Practices
  • Using Data Grid (Table) Widget Plot Types: Best Practices
  • What is a Gauge Widget?
  • What are Engagement Widgets?
  • How to Annotate a Widget
  • [Video] How to Customize Widget Colors
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