Your dashboard and reports
Get to know your dashboard, its ready-made reports and date ranges, and arrange the cards your way.
What you will learn
- Ready-made reports
- The reports fill in on their own a moment after your records change. There is nothing to refresh.
- Date ranges
- Each card has its own date range. An empty card usually means the range is too narrow.
- Edit the layout
- Move, resize and remove cards, and add more from the report library.
Reports & digests
3 lessonsApprox. 9 min
Your progress0%
Related articles
- Dashboards & reportsFollow your team's numbers on ready-made dashboards, build your own reports, share a read-only link and get reports in your chat app.
- ReportingBuild custom reports on pipeline activity, win/loss outcomes, and stage-by-stage deal drop-off to make decisions backed by real customer data.
- Deal ManagementManage accounts, opportunities, tasks, and pipeline health in one place — with AI-driven updates that eliminate manual data entry.