Widgets & Charts

Add and customize widgets and charts for pipelines, revenue, and ad performance.

Understanding Dashboard Widgets

Adding Widgets to Your Dashboard

Customizing and Editing Widgets

Arranging, Resizing, and Removing Widgets

Building Table Chart Widgets

Pipeline, Funnel, and Sales Efficiency Widgets

Revenue, Payments, and SMS Reporting Widgets

Meta Ads and Google Analytics Widgets

SLA Widgets

Opportunity Widgets