Dashboards and Cards

Dashboards with content cards illustrate custom datasets in quality visualizations.

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14 articles in this collection
Written by Holly Jones

Report Viewer

Quickly & easily discover both existing and out of the box reports.
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Written by Holly Jones
Updated over a week ago

Editing from the Dashboard

Real-time editing; board-level filtering, adding, replacing and removing cards from directly within a dashboard.
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Written by Holly Jones
Updated over a week ago

Creating a Dashboard

Create custom dashboards that illustrate various datasets and visualizations in one place.
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Written by Holly Jones
Updated over a week ago

What are Cards?

Cards fill your dashboards with customized content and visualizations of your existing data.
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Written by Holly Jones
Updated over a week ago

Creating and Editing Cards

Customize Cards to emphasize your data, your way.
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Written by Holly Jones
Updated over a week ago

Creating a Headline Card

Create Headline Cards to display compact, high-level view data.
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Written by Holly Jones
Updated over a week ago

Creating a Top Content Card

Top Content Cards create an expandable list of custom data.
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Written by Holly Jones
Updated over a week ago

Creating a Bar Chart Card

Display visually pleasing and useful customized bar charts in your dashboards.
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Written by Holly Jones
Updated over a week ago

Creating a Pie Chart Card

Display visually pleasing and useful customized pie charts in your dashboards.
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Written by Holly Jones
Updated over a week ago

Creating a Line Chart Card

Display visually pleasing and efficient customized line charts in your dashboards.
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Written by Holly Jones
Updated over a week ago

Creating an Opportunity Stage Conversion Funnel Card

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Written by Holly Jones
Updated over a week ago

Creating a Lead Status Conversion Funnel Card

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Written by Holly Jones
Updated over a week ago

Adding Cards to a Dashboard

Customize the data in your dashboard by adding content cards.
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Written by Holly Jones
Updated over a week ago

Editing Dashboards

Edit and customize your Dashboard layout, content, audience and style.
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Written by Holly Jones
Updated over a week ago