Use Dashboards for CRM

Dashboards are the best way to build high-level views of everything in your Workspace.

Once your CRM Workspace has been set up, Dashboards allow you to create detailed reports on important customer data. You can create a Dashboard dedicated to managing your accounts and opportunities, and with the use of customizable cards, this will give you valuable insight into tasks, sprints, projects, people, and more.

We recommend the following Custom Dashboard Cards for CRM Workspaces:

Pie Chart

Use the Pie Chart Card to visualize the number of accounts per representative.

Battery Chart

Use to keep track of account and opportunity health by task status.


Use the Timesheet Card to keep track of billable hours related to your clients.


Use the Calculation Card to calculate SLA, accounts closed, accounts won, and revenue per month.

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