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Creates a Grid Widget that shows an overview of deals, contacts, and other fields in a Grid view, from your pipeline

Goals

Creates a Goal Widget that helps visualize a goal that has been set in the goals pipeline. Goals are a great way to track progress and ensure that you and your team consistently meet the targets that keep you business running.

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Configuring the Widget

Chart

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There is also the option to filter the data at the upper right section of the widget settings.

Goals

The Goal widget will display a goal from the Goals section.

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• Name of the widget

• Goal: Select the goal to be displayed that you’ve created in the Goals section

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.

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