Dashboard is fully customizable â build your own view by adding widgets from a library, and keep multiple dashboards for different purposes (e.g. a team overview, an SDR standup).
đ Create a dashboard
Click Create new dashboard at the top and give it a name (e.g. "SDR standup"). Switch between dashboards using the tabs at the top; rename or delete a dashboard from the same menu.
đ Add a widget
Click Add a widget.
Search, or filter by category: Email, Calls, LinkedIn, Tasks, Overview, or Contacts.
Click a widget to add it. If you're an admin, you'll first choose who the widget's data covers â Everyone, specific Members, or specific Teams.
Each widget runs its own query, so adding more widgets doesn't slow down the ones already on your dashboard.
đ Customize a widget
Open a widget's menu to:
Change its audience (who the data covers)
Change its visualization â Line chart, Bar chart, or KPI (a single numeric summary)
Toggle a member-by-member breakdown
Pin it to keep it at the top
Remove it
Drag a widget by its handle to reorder your dashboard.
đ Filter by date
Every dashboard can be filtered by date range, including a custom range, so you can review a specific period or track trends over time.