Custom analytics dashboards

A dashboard is a grid of widgets you arrange yourself. Each widget answers one question, such as “new leads by source” or “how many enrolled”. You can keep as many dashboards as you like, and your first visit already has one, called Overview, with five starter widgets: Total Leads, New Leads, New Leads Over Time, Stage Distribution and Lead Journey.

One bar across the top, and your widgets below it.

The same controls and one widget, at full size:

Every widget is the same five choices. Get the first one right and the rest follows.

• Metric - the number you are measuring. New Leads (created in the period), Total Leads, Sum, Average, Min or Max of a number custom field (locked until you have one, such as deal value), Lead Journey, Stage Changes, or one of three conversion metrics (Converted Leads, Conversion Rate, Avg. Days to Convert) which need a conversion definition.
• Pipelines - which pipelines to count, from any of your workspaces. A new widget starts with all of them; narrow it down with the ✕ on each, or + Add pipeline.
• Break down by (optional, up to two) - Stage, Pipeline, Workspace, Custom Field, Time Period (Day, Week, Month or Quarter), Owner or Team.
• Filters (optional) - limit which leads are counted before slicing. Lead fields (Title, Created at, Stage, your custom fields) and contact fields (Name, Email, Phone, Tags and more), joined by Match All or Any.
• Visualization - how to draw it. The choice depends on your breakdowns, and unavailable tiles are greyed with a tooltip saying what to add to unlock them.

Skip step 1 if the Overview dashboard is enough: you can add widgets to it directly.

The date button sets one range for every widget that has not pinned its own. Pick a preset, or switch to Absolute to type two exact dates. Presets move with the calendar, so “Last 30 days” tomorrow is a different 30 days.

To hold one widget to its own dates (say, a fixed campaign window), choose Pin date range… in its ⋮ menu, or open the widget in the editor and use Date Range. A pinned widget shows a purple chip and ignores the dashboard range until you Unpin date range.

Numbers, bars, slices and table cells are clickable. A click opens a panel on the right listing the leads behind that figure, and a click on a lead there opens its stage-change history.

Skip this unless you want conversion numbers. A conversion definition is a saved rule for what counts as a win, for example “reached Enrolled”, so Converted Leads, Conversion Rate and Avg. Days to Convert all mean the same thing across your widgets. Until you have one, those three metrics are locked.

A definition is either “reaches these stages” (in one or several workspaces) or “a field matches a value”, with an Advanced mode for combining conditions. You can name it, or leave the name blank and it is suggested for you.

• New Leads counts by creation day; Total Leads does not. New Leads is “new leads created in period”, so it follows the date range. Total Leads is everyone in the chosen pipelines up to the end of the range, which for a range ending today is simply everyone.
• The date range is shared by every dashboard. It is not saved per dashboard, and it is remembered by this browser only, so a colleague (or you, on another laptop) starts from Last 30 days. Only a widget you have pinned keeps its own range.
• Dimensions group; filters narrow. Break down by splits a number (by stage, by source); a filter restricts which leads are counted at all. Two breakdowns is the maximum.
• Rearranging only saves from a wide window. Drag and resize are stored when the page is laid out in its full 12-column form (a wide desktop window). On a narrower window the grid reflows for reading and your moves are not saved.
• Widget and dashboard deletes are permanent. Deleting a dashboard deletes every widget in it, and there is no undo.
• Deleting a conversion definition breaks the widgets that use it. The delete dialog lists them first. Each shows “Definition was deleted” with a button to pick another one.
• Build several dashboards. A sales board and a marketing board are easier to read than one crowded page.