Dashboard
Custom dashboard views
Save a filter and compare-to combination as a reusable view, apply it in one click, share it with a colleague via a link, and manage your saved views.
Understand the CRM dashboard KPIs
Read every KPI tile and chart on the CRM Dashboard correctly, filter the view to the slice you care about, compare periods, drill into closed-won deals, and work around the two gaps that trip people up most: no export, and drill-down on only two of the six tiles.