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    Official Guide

    How to Create & Add Dashboard Widgets

    Enhance your custom dashboards by adding and configuring new widgets.

    1. Adding a Widget

    • 1. On a custom dashboard, click 'Add Widget'.
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    2. Selecting the Data

    • Choose the category (e.g., Opportunities) and the specific metric (e.g., Won Deals).
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    3. Configuring Settings

    • Set filters, date ranges, and visual styles. Click Save to place the widget on your dashboard.
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    Search Tags

    • Tags: add widget, create widget, dashboard configuration, custom metrics

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