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.

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

TO cahnge picture

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: