Dashboards

Dashboards bring together multiple reports and visualizations into a single page, giving you a consolidated overview of your data across different apps and workspaces.

Creating a dashboard

Dashboards are a special type of record in the workspace. To create a dashboard:

1. Navigate to the Dashboard app in your workspace
2. Click Create new
3. Give your dashboard a name
4. Add widgets that reference saved list views from any app in the workspace

Dashboard widgets

Each widget on a dashboard displays a saved list view. You can combine different visualization types:

• Tables - show filtered record lists
• Pivot tables - display aggregated data summaries
• Charts - visualize trends and comparisons
• Cards - show record counts or key metrics

Layout configuration

Arrange widgets on the dashboard to create meaningful layouts:

• Column layout - widgets can be arranged in columns (two or three columns on wider screens, stacking to single column on smaller screens)
• Widget sizing - control the relative size of each widget
• Responsive behavior - dashboards adjust automatically for different screen sizes

Use cases

Dashboards work well for:

• Executive overviews - key metrics from multiple apps on one page
• Team status - task progress, open tickets, and upcoming deadlines
• Sales pipeline - deal stages, revenue projections, and activity summaries
• Operational monitoring - process status across departments