In this app, you create and access multiple dashboards. These dashboards will be able to help visualize data from your pipeline.
Accessing your dashboard
You can access the dashboard in the left side of the app under the “pie chart” icon.
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There, you will be able to see all the widgets that have been created to date.
Adding Widgets
You can add new Widgets by clicking on the “+ Add Widget” on the upper-right section of the dashboard screen.
There are two main types of Widgets to choose from:
Chart
Creates a Chart Widget to visualize data from your pipeline
Grid
Creates a Grid Widget that shows an overview of deals, contacts, and other fields in a Grid view, from your pipeline
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Configuring the Widget
Chart
Grid
Adjusting your Widgets
You can adjust the size of the widget by “drag-n-dropping” the bottom right corner of the widget to your desired size (increase or decrease). The dashboard view is a “box” environment that you can fill with as many widgets as can fit that screen.
Widgets can also be moved around and reorganized by drag-n-dropping them to their desired location.
Creating a new sale
You can also create a new deal by clicking on the “+ add new sale” in the upper right section of the dashboard section.
This will open a side panel which will ask for the following information:
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