Sales Intelligence Dashboard

Sales Intelligence Dashboard

Gradually rolling out in November 2024

The dashboard provides a new, modern interface, simpler setup tools, and great options for customization it to suit your needs. Most dashboard KPIs and lists are updated in real time, while some update with a slight delay.

• To start using the dashboard, navigate to the dashboard tab in the admin menu. 
• Click the +button to create a new Dashboard. 

When editing a dashboard you can: 

• Set a name
• Make the dashboard available for yourself or for all users
• Choose a theme
• Add a background image by entering any HTTPS URL from the internet
• Create a loop of different dashboards

• Click 'Add component' to add a new component, choosing from lists, charts, and scalars.
• Most components include a description.
• A dedicated component type is available for sales competitions, which can be added alongside any list or KPI.
• To edit existing component, simply click on it:
  • Set the data source and choose a period.
  • Add a title and, optionally, a subtitle.
  • Adjust size and arrange the order of your components.
  • Abbreviate numbers (e.g., 138,000 is displayed as 138k).
  • Data filters
    • Projects, and if applicable, buckets
    • User groups
    • Users