Dashboards are one of the most powerful tools for quickly accessing the information you need each day. Instead of digging through reports or multiple screens, a well-structured dashboard brings key insights right to your fingertips. In this session, we’ll walk through how to create, customize, and share dashboards—so you can set up views that help you and your team stay organized and ready to take action.
Dashboards act as your control center. At a quick glance, you can:
Review the data that matters most to you.
Prepare for the tasks and meetings ahead.
Customize the information flow based on your role or department.
Whether you’re in sales, operations, or management, dashboards make it easier to stay focused on what’s important.
Before customizing a homepage dashboard, you’ll need to build the widgets that fuel it. As discussed in earlier sessions, this happens inside the Analytics / Dashboards / Reports section.
On the new UI ‘CRM for everyone’, on the left-hand menu, click the Dashboards icon. When you’re still in the old UI, click the Analytics module on the top menu
From here, you can create new dashboards by adding the components you want.
These components can be tailored to highlight KPIs, charts, or summaries most relevant to your work.
Once your dashboard is set up in Analytics, it’s ready to be brought into your homepage view.
A dashboard is most useful when it appears where you need it most—on your home screen. Here’s how to make that happen:
Go to your home screen.
Click the dropdown menu on the right-hand side.
Select Customize Home Page.
Choose from the dashboards you created in Analytics.
Select the components you want to display.
From there, you can rearrange components by dragging them into the order or layout you prefer.
Once your dashboard looks the way you want, you can save and share it:
Give the dashboard a clear name (e.g., Sales Overview, Operations Tracker, Customer Service Insights).
Share it with other users or departments.
This means you don’t have to limit dashboards to personal use—you can design and assign them to teams. For example, a sales-focused dashboard can be built for the sales department and then shared with the entire group.
One of the most convenient features is the ability to switch between dashboards. Once multiple dashboards are set up, simply go back to your homepage and toggle between them. This makes it easy to shift focus depending on what you’re working on—whether it’s sales updates, project tracking, or daily tasks.