Custom analytics dashboards

A dashboard is a grid of widgets you arrange yourself. Each widget answers one question — “leads by stage”, “messages by channel” — and you can keep as many dashboards as you need.

The built-in Analytics page answers the common questions out of the box. Reach for custom analytics when you want a specific cut the standard view doesn’t offer — your own metrics, your own groupings, laid out your way.

• Metric — the number you’re measuring (e.g. count of leads).
• Dimensions — how to slice that number (by stage, by source, over time).
• Filters — limit which records are counted before slicing.
• Chart type — how to draw it:

• Create a dashboard and give it a name ().
• Add a widget: choose its metric, dimensions & filters and a chart type, then save it.
• Drag widgets to arrange the grid, and set the date range for the whole board.

• Start from the metric. Every widget begins with what you’re counting; the dimension then slices it and the chart type just decides how it’s drawn.
• Dimensions group; filters narrow. Use a dimension to split a number (by stage, by source); use a filter to restrict which records are counted at all.
• The date range is dashboard-wide. Change the range once and every widget recalculates for that period, with a comparison badge against the previous one.
• Build several dashboards. Keep a sales board, a marketing board, and so on — each a focused set of widgets rather than one crowded page.