What are Dashboards?

Understand what dashboards show, when to use them, and why extra dashboards help you stay focused.

Dashboards give you a quick overview of the data that matters most.

Use them to follow activity, progress, and performance in one place.

What dashboards help you do

• track key numbers at a glance
• focus on one process or team
• group related insight on separate dashboards

Why use more than one dashboard

One default dashboard is available already.

You can create extra dashboards for different goals.

Examples include:

• quotes sent this year
• maintenance work in progress
• team or department-specific follow-up

How dashboards work

Each dashboard is built from widgets.

Each widget shows a specific dataset or summary.

You can move, resize, rename, filter, and remove widgets.

A focused dashboard is usually more useful than one large dashboard with everything on it.

Frequently asked questions

Do I start with an empty setup?

No.

A general dashboard is available by default.

Can I create multiple dashboards?

Yes.

You can create separate dashboards for different topics.

Can each dashboard show different filters?

Yes.

That depends on the widgets you add and how you configure them.

Related topics

• Create an additional dashboard
• Add and customize dashboard widgets
• OutSmart Packages