Dashboards
2 articles
- Creating a Custom DashboardDashboards are a configurable analytics space where you track the numbers that matter — contacts, appointments, opportunities, calls, and revenue — in one view. You control the layout, the widgets, and who can see each dashboard. Create a dashboard - Go to the Dashboard section of your account. - Op
- Custom Reports & Scheduled DeliveryCustom reports Beyond dashboards, you can build custom reports that combine the metrics you care about and present them in a shareable format. Create a report, add the relevant metrics and visualizations, and save it. Scheduling and emailing reports - Open the dashboard or report you want to send. -