Your Dashboard is the central hub where you can view key business metrics and monitor the health of your data in real time. With preset widgets available, you can quickly customise the dashboard to focus on what matters most to you — from prospecting to intent insights.
Accessing the Dashboard
- From the left-hand menu, select Dashboard.
Your active dashboard will load, showing the widgets you currently have enabled.
Customising your widgets
- Click Add Widgets at the top of the dashboard.
- The widget editor will open:
- Active widgets are highlighted.
- Available widgets appear in grey.
- Toggle widgets on or off by clicking their names.
- All selections are saved automatically and reflected instantly.
- Click the minus icon to close the editor once finished.
Arranging your dashboard:
You can rearrange widgets by dragging and dropping them into your preferred order.
- Place your most important widgets at the top for quick visibility.
- Reorder at any time — changes are saved automatically.
Best practices:
- Keep it simple → too many widgets can clutter your view. Focus on the ones you use daily.
- Review regularly → update your widget selection as your reporting needs evolve.
FAQs:
Can I remove a widget permanently?
No. Widgets can be toggled off, but they always remain available to turn back on.
Are my dashboard settings private or shared?
Each user’s dashboard setup is individual — changes only affect your own view.
How often does the dashboard update?
All widgets update in real time or near real time, depending on the data source.