In this app, you create and access multiple dashboards. These dashboards will be able to help visualize data from your pipeline.
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Accessing your dashboard
You can access the dashboard in the left side of the app under the “pie chart” icon.
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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
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TO cahnge picture
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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