Cards are added to dashboards to present customized content and visualizations using your existing data.

Let's say you want to inspect opportunities closing this month, but you want to simultaneously view the total amount forecasted to close this month, a list of opportunities with close dates this month, and a graph of the stages they're currently in. Forget toggling between tabs or swiveling between screens. Cards can do this and more for multi-level views in a dashboard. Oh, you also want this data to continually update so you're always looking a month ahead? You can configure your card filter to do just that.

Can't imagine such a convenience? You don't have to, it's right here (and this is just one row):

Haven't built a dashboard to add your cards to yet? Click Creating Dashboards to get started.

Card Types

Cards consider data first and visualization second. That means you can establish the data you want to see and then decide which visual(s) represent it best. You can build and include three different types of cards in your Dashboards; the Headline, Top Content, Bar Chart, Line Chart, Pie Chart, and Funnel cards. Each type will display the customized content of a card in different ways to satisfy your different needs.

The example below shows the same content in each of the three visualizations.


Headline Cards

Headline cards allow you to package several metrics into a compact and customizable view. The headline and subheading data you choose to display will reflect the Filter(s) and Calculation(s) of the card. Headline cards display a brief summary of data and are a great high-level visual, but they don't stop at a broad view. Clicking on a Headline card will open a right drawer that provides further details. Click Creating a Headline Card to learn more.

Top Content Cards

Top content cards display a partial list of card data that is expandable to a full list by clicking on the card or on View All. Top content cards display more detail than a headline card directly in your dashboard. Click Creating a Top Content Card to learn more.

Bar, Pie, and Line Chart Cards

Bar, Pie, and Line chart cards allow you to build a chart displaying custom content in a pleasing visualization of data right in your dashboard. Chart Cards offer more than their titular graphic, they also offer itemized graph details. Hovering over data sets produces written, itemized details. Clicking on the chart opens the right drawer that keeps the chart visible and provides a list of associated opportunities below the chart. Because charts just won't quit, you can also drill down even further into the chart's details by clicking on a dataset within a chart for details on more singular data.

Funnel Cards

Opportunity Stage Conversion Funnel and Lead Status Conversion Funnel cards are available as funnel templates in card creation. Rather than a visualization section in card creation, you will be prompted to configure your funnel.

Card Content

The cards look great, but where do they get their data? Card content is built from your already existing data and is highly customizable. When creating or editing a card you will build content through Filter, Calculation, and Visualization options. For more insight into creating/editing cards visit Creating and Editing Insights Cards.

What Can Cards Do?

The purpose of cards from a visual standpoint is to provide manageably-sized views of multiple datasets in one place, but they are more than just a pretty face. Beyond the endless possibilities of data combinations, cards provide dynamic reporting of all card content.

Open Inspection Drawer

Clicking on the header of any card will open the right-hand inspection drawer which produces a report view of card content. This is a great place to drill down into a card's details and provides the ability the make interactive card changes to column layout and interactive filters. Remember that making and saving changes to a card are made to the card everywhere, not only in the current dashboard.

Interactive Card

In the inspection report, an interactive version of a card is shown above the details and will make visible changes as the report details are adjusted. This interactive card is great for walking through possibilities, then simply closing the inspection report without saving to keep a card in its original state in the dashboard. Alternatively, you can walk through changes and, if decide you want to keep them, replace the original information with the new adjustment(s) by clicking save changes. After saving, your report and card will reflect any changes made.

Report Columns

Some of the possible changes are in the layout of your report columns. Similar to reports elsewhere in the platform, you can adjust the order of report columns by dragging and dropping a column header and change the sort order of column data by clicking the up/down arrow next to a column name.

Remember to click save changes if you want your inspection report to always present your columns in the adjusted order.

Interactive Filters

Click on a filter pill to produce the filter editor. Similar to Editing Reports with Filter Pills, you can adjust the metrics of filters and hide/show filtered data. As you edit a filter and click done, the interactive card assimilates the new data. As with interactive cards, the changes are not reflected in the card permanently unless you click save changes.

Where Do Cards Live?

All of your available cards can be found in the Card Definition Management list by clicking on the dropdown in the menu on the left of your screen and selecting Settings.

Select Cards from the Definition Type dropdown menu where you can find a list of all Out of the Box and created cards. From this page, you can create or edit cards.

Card Tips

It's important to note that cards are available to add to your dashboards once they've been created. You may find a specific card useful in multiple dashboards and having cards stored in the Card Definitions Management list prevents you from having to create the same dataset more than once.

If you edit and save or delete a card, it does not only change in the current dashboard but across all available dashboards, in your Card Definition Management list, and in any dashboard in which your chosen Audience has used the card. This is especially important to remember when you edit a card directly from the dashboard, card changes are applied to the card itself, not only within the current dashboard. Wondering if that's the voice of experience talking? It is. Oops.

Go to Creating and Editing Insights Cards to start customizing your own cards.

If you run into any issues, contact support.



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