Key Concepts
Dashboards
Collections of widgets arranged in a responsive grid. Each dashboard can be pinned to different contexts for easy access.
View Types
Control the scope of data you see — from all accounts across the organization to a single account’s details.
Filters
Refine dashboard data using multi-select dropdowns, date ranges, text search, and cross-filtering by clicking chart elements.
Widget Types
Dashboards are built from widgets — individual visualizations that display your data. Each widget queries one or more data sources and renders the results.| Widget | Description |
|---|---|
| Bar Chart | Vertical or horizontal bars with optional stacking, multi-series, and data labels |
| Line Chart | Trend lines with multi-series support, optional smooth curves and data points |
| Area Chart | Filled area visualization with stacking and opacity control |
| Pie / Donut Chart | Category breakdown as proportional slices, with percentage labels |
| Scatter Chart | Plot data points by two axes, with optional bubble sizing and color coding |
| Metric Card | KPI display with a large number, trend indicator, and optional sparkline |
| Data Table | Sortable, paginated table with optional CSV export |
| Text | Static text or Markdown content for annotations and labels |
View Types
Dashboards support three view types that control the scope of data displayed:| View Type | Description | Availability |
|---|---|---|
| All Accounts | Unfiltered view of all accounts in the organization | Admin only |
| My Book | Filtered to accounts assigned to you via row-level security (RLS) | Default for all users |
| Account View | Filtered to a single account; used on account detail pages | Account Reports tab |
Admin vs Non-Admin access: Admins can toggle between view types, manage dashboard pinning, and manually refresh widgets. Non-admin users are locked to the My Book view and cannot change view types or pin/unpin dashboards.
Available Data Sources
View all 15 data sources
View all 15 data sources
| Data Source | Description |
|---|---|
| Accounts | Core account data including name, domain, ARR, renewal date, and account type |
| Account Custom Fields | Custom fields configured for your accounts |
| CRM Opportunities | Opportunity records synced from your CRM |
| Renewal Opportunities | Renewal-specific opportunity data |
| Internal People | Your internal team members and users |
| External Contacts | Customer contacts and stakeholders |
| Account Health | Health scores, confidence levels, and health pillars |
| Account Owners | Account ownership and assignment details |
| Product Usage | Product usage metrics and adoption data |
| Tasks | Task records including status, priority, and assignments |
| Activities | Activity records including emails, meetings, and notes |
| Projects | Project data including timelines, status, and ownership |
| Surveys | Survey responses including NPS scores and ratings |
| Support Tickets | Support ticket data from integrated helpdesk tools |
| Activity People Mapping | Mapping between activities and the people involved |
Accessing Reports
You can access reports in two ways:- Main navigation — Click Reports in the sidebar to open the full dashboard list.
- Account detail — Navigate to an account and select the Reports tab to see dashboards pinned to the Accounts context, automatically filtered to that account.
Next Steps
- Creating Dashboards — Build dashboards, add widgets, and configure data sources
- Viewing Dashboards — Navigate dashboards, interact with widgets, and switch view types
- Using Filters — Refine dashboard data with filters and cross-filtering
- Managing Pinned Dashboards — Pin, unpin, and reorder dashboards (admin only)