Why should I create a sales dashboard?

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Your dashboard can be configured to display the most relevant company information.

Previously, you could see every default widget, whether you needed it or not, and it wasn't possible to modify it—well, not anymore!

You can now edit your dashboard with options to rename, organize, and hide any widget as you wish.

How do these changes happen? It's very simple:

To rename your dashboard, click the settings icon followed by the feather icon next to the dashboard.
If you don't want a widget to be displayed, simply uncheck the box next to each widget (if you want it to be displayed again, you can recheck the box at any time).
To reorder widgets, drag and drop each one to a new position within your dashboard.
Thanks to this, you can now present your information the way you want!

Say goodbye to cluttered and redundant metrics and start using your dashboard better and improving your sales!

Before monitoring your team's performance with bc data vietnam a single dashboard and editing it with a different set of metrics, this is where multiple dashboards come in!

Professional Plan subscribers are now able to create multiple dashboards, each with a different name and design.

This is especially useful for large sales teams and companies where time is crucial.

You can add a new dashboard by opening the dashboard list and selecting “Add a new dashboard” from the drop-down menu.

Here, you can assign a new name to the dashboard and select the desired widget, with the option to arrange them in any particular order.


How do I get them?

We know that being able to view relevant information at any time is vital to an optimal sales process, which is why the option to customize the dashboard is available to all Pipedrive users.