Getting Started w/ Dashboards
14 articles73 explained images
Dashboard: Opportunities, Pipeline Value, Conversion Rate, Funnel, Stages Distribution
The Date Range filter is based on the Date Created of the leads. So the opportunities view above shows the 4 leads who opt-in to HL from Jan 24th to Jul 25th are in OPEN status. If you only want to see the number of…
2 min9How To Create A Custom Dashboard
Effortlessly tailor your reporting experience by creating and managing multiple dashboards, ensuring they cater to your unique needs and insights. Streamline your data visualization by organizing related widgets into a…
3 min10How To Manage Dashboard Permissions
Dashboards can be private to their creator, or they can be shared with different roles at different access levels. TABLE OF CONTENTS What Are Dashboard Permissions? Manage Dashboard Permissions Set Permissions On A New…
3 min7How To Clone A Subaccount Dashboard
Efficiently reuse your existing dashboards and save valuable time by leveraging the cloning feature. This guide will walk you through the steps to successfully clone a dashboard. TABLE OF CONTENTS Dashboard Clone Step…
1 min3How To Pin Favorite Dashboards
Elevate your dashboard accessibility by pinning your favorite and most frequently used dashboards. This feature ensures swift access to your preferred insights whenever you need them. Follow these simple steps to start…
1 min3How to Edit a dashboard
Dashboard owners wield the power to enhance their reporting capabilities by editing dashboards. This includes the ability to modify the dashboard name, update permissions, add new custom widgets, and edit existing…
1 min5How to duplicate a dashboard to another sub-account
Dashboard can be duplicated to a different subaccount. TABLE OF CONTENTS What Is Dashboard Duplication? Duplicate A Dashboard Step 1: Duplicate To Another Sub-account Step 2: Configure and Save Step 3: Connect Broken…
1 min4How to switch Timezones for your Dashboards
For teams with members across various time zones, personalize your dashboard experience with the Timezone Switcher. Users can manage and update time zones for the dashboards they view based on their preferences. TABLE…
1 min2How to set a Default Dashboard
Default Dashboards are your key to streamlining collaboration and ensuring that your team stays aligned with the most critical insights at all times. The default dashboard becomes the first thing your team members see…
1 min2How to change the Timezone for a Dashboard (Logged in User)
Say goodbye to data discrepancies and hello to personalized data viewing with the Timezone Switcher for Dashboard! TABLE OF CONTENTS Important Notes How to Change the Timezone Step 1: Open Your Dashboard Step 2: Access…
1 min3How to load Snapshots with Dashboards
Now agency users can save time during onboarding and provide their locations with pre-configured dashboards as they begin. This enhancement allows agencies to create snapshots of their dashboard setup in one account…
2 min10How to use "Only Assigned Data" setting with Dashboard
The "Only Assigned Data" setting in Roles and Permissions is a powerful tool designed to enhance data security and streamline user experiences. This setting ensures that team members only see data specifically assigned…
1 min3Quick Filters on Dashboards
Quick Filters empower users to analyze dashboard widgets without requiring edit permissions. This feature ensures that users can apply filters individually, reducing the need for manual adjustments and protecting…
2 min7Dashboard Summary AI
Dashboard Summary AI brings instant, actionable insights to every GHL Customer Care dashboard helping you spot trends, identify risks, and make data‑driven decisions without sifting through raw numbers. This article…
3 min5