Dashboards

A dashboard is a grid of widgets that answers questions about your work: how many, how much, and which ones. It might show open jobs, revenue by month, and the next ten deliveries.

People do their work in views. They look at a dashboard to see where things stand. A dashboard does not store records of its own.

Create a dashboard#

Add a widget#

See Widgets for what each type can show.

Arrange the layout#

The grid is 12 columns wide. Each widget can be 1 to 12 columns wide and 1 to 12 rows tall. A dashboard can hold up to 50 widgets.

Edit or remove a widget#

Open the widget's menu and choose Edit to change its settings, or Delete to remove it from the dashboard.

Who sees what#

A dashboard has its own access rules, like a view. It can inherit the rules of its folder, or use custom rules of its own. See Access.

Every widget reads through a view. That view's access filter and access rules still apply, so a widget never counts or shows rows the person could not see in the view itself.

Dashboards on a record page#

A dashboard can also appear as a panel on a record page, so people see related numbers while they work on a record.

Widgets keep reading their own views. They do not automatically filter to the open record, unless the view they read is already scoped that way.

Plan a dashboard#

For each dashboard, decide:

• who it is for, and which folder it lives in,
• which questions it should answer,
• which view each widget reads.

Every widget needs a view to read from, so create the views and their access filters first.

Related#