Dashboards

Reports answer one question; dashboards answer many at once. Drag your saved reports into a dashboard, and get a program-wide overview the moment you log in to the home page.

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The problem it solves

Scattered reports do not give you the full picture:

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Impact

Partners rarely ask for a report; they ask how they are doing. A dashboard already in their portal answers that before they have to ask you.

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See it work

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How it works

Dashboards are collections of your saved reports, arranged on a drag-and-drop grid. You can create multiple dashboards as tabs, set audience filters and a date-range preset that apply across the whole dashboard, and control who can see each one. Because dashboards reuse saved reports, updating a report updates it everywhere it appears. The home page gives you a program overview automatically: new partners, portal visits, top assets, top revenue partners, and highlights like deals to act on and form submissions, scoped to a pipeline and date range you choose. And any dashboard can be embedded in a partner portal, so partners see a curated view of their own performance. Dashboards bring your reporting together. Assemble reports into focused views, rely on the home page for the daily overview, and share curated dashboards with partners, all from the same building blocks.

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Run it from your AI assistant

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Going deeper

Works with