Getting Started w/ Dashboards
How To Manage Dashboard Permissions
Dashboards can be private to their creator, or they can be shared with different roles at different access levels. TABLE OF CONTENTS What Are Dashboard Permissions? Manage Dashboard Permissions Set Pe...
Updated 8/13/2026
How To Create A Custom Dashboard
Effortlessly tailor your reporting experience by creating and managing multiple dashboards, ensuring they cater to your unique needs and insights. Streamline your data visualization by organizing rela...
Updated 8/13/2026
Dashboard: Opportunities, Pipeline Value, Conversion Rate, Funnel, Stages Distribution
The Date Range filter is based on the Date Created of the leads. So the opportunities view above shows the 4 leads who opt-in to HL from Jan 24th to Jul 25th are in OPEN status. If you only want to se...
Updated 8/13/2026