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Where it lives

Dashboards sits under Track, at Dashboards.
A dashboard, with total revenue, deal count, average deal size and sales cycle across the top and revenue over time charted underneath, all on one date range.

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Before you start

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How it works

Dashboards live under Track on the Dashboards page. A dashboard is a grid of saved reports you arrange by drag and drop, with multiple dashboards available as tabs. Each dashboard has audience filters and a date-range preset that apply across all its reports. The home page is separate: it shows a program overview built from a pipeline you select and a session date range, with widgets for new partners, portal visits, top assets, top revenue partners, and highlights. Any dashboard can be embedded in a partner portal through the Experience builder.

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Settings & configuration

Dashboards are managed at Dashboards.

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Dashboard tabs

Create multiple dashboards as tabs to organize different views.

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Report grid

Drag saved reports onto the grid and arrange their size and position.

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Audience and dates

Set audience filters and a date-range preset that apply to the whole dashboard.

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Manage dashboards

Rename, duplicate, or delete dashboards from their tabs as your views evolve.

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Home pipeline

On the home page, choose the deal pipeline used for the program overview; the choice persists. The date range is session-local.

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Portal embed

Use the Experience builder’s Dashboard embed to surface a dashboard to partners.

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How-to guides

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Troubleshooting

A dashboard is built from saved reports, so create the reports first. The home page program overview is not the same as a custom dashboard; it has its own pipeline and date settings. A dashboard embedded in a portal respects partner access, so partners only see data scoped to them.
Confirm the report is saved and you have access to it.
Select a pipeline and confirm the CRM is connected.
The dashboard’s data is scoped away by partner access.