How to add a dashboard (step by step)

How to view dashboards:

In the left menu, go to CRM → Dashboards.

A list of dashboards will appear (by default, you’ll see the Default dashboard).

Click on the Default dashboard tile (or any other custom one).

The dashboard will open and display all panels (charts, lists, notifications).

Click on Dashboards section.

Click the orange button

Add custom panels.

Save it.

In the open dashboard -> click the orange button (bottom).

Select which board should appear in the panel (e.g., Leads, Deals, Orders…).

Set the Width – the arrow determines how much space the panel will take.

click the orange button.

Click the icon in the panel header.

A settings window opens where you can rename or reconfigure the panel.

Click the arrows → or ← in the panel header – this expands or shrinks the panel.

Create separate dashboards for different teams (e.g., Sales dashboard, Project dashboard).
Use a mix of charts and lists – visuals plus detailed overviews.
Organize panels by priority – most important on top, less important below.

Too many panels → the dashboard becomes cluttered.

Duplicate information shown across multiple panels.

Forgotten updates → if workflows or deal types change, update the panels too.

Topic	Summary
What Is a Dashboard	A Dashboard = a board with panels where you see all data in one place.
Adding Dashboards and Panels	You can add both custom dashboards and custom panels.
Editing Panels	Panels can be edited and resized.
Benefits of Dashboards	A well-configured dashboard gives you an instant overview of the company’s status, customers, and projects.