Custom dashboards

Custom dashboards let you track the numbers that matter to your business using widgets. Beyond standard metrics, you can measure your own number and money fields and add pipeline widgets that show how jobs move through your sales process.

For a local service business, that might mean a dashboard showing the total estimated project value of won jobs, or where open quotes are sitting in your pipeline right now.

To use a custom field as a metric:

• Make sure the field is a Number or Monetary custom field on Contacts or Opportunities (create it under Settings > Custom Fields if needed).
• Open the dashboard widget or custom report and edit the metric.
• Pick the field, then pick the aggregation: Sum, Min, Max or Average.
• Add filters or a View By if needed, such as only won opportunities.
• Save the widget.

Eligible custom fields appear in the metric picker automatically once created. They can also be used in custom reports and in the Custom Metric module, which lets you combine metrics into formulas.

For pipelines, two widgets give different views. Funnel shows how opportunities progress through stages in order, with cumulative and next-step conversion rates and revenue. Stages Distribution shows where open opportunities sit now, with won and lost shown separately. You control which stages appear in each widget from the pipeline settings, using the funnel and pie-chart icons. Users need the Dashboard Stats permission to see these widgets.

Configure dashboard widgets

Save filters, fixed date ranges and period comparisons for individual dashboard widgets. Rename, restyle or duplicate widgets to suit your team.

Add reputation widgets to custom dashboards

Add reputation widgets to a dashboard to see review requests, ratings and reply performance. Choose date ranges and filters, and arrange the widgets on the dashboard.