Custom Dashboards are a configurable analytics space where you can track KPIs from contacts, appointments, opportunities, calls, revenue, and more.
The dashboard supports multiple chart types (scorecards, time series, bar charts, pie charts, tables) and allows report distribution to any valid email address.
Key Steps to Create:
- Navigate to the Dashboard section
- Click "Add Dashboard" from the dashboard menu
- Enter a dashboard name
- Configure privacy settings via toggle controls
- Click "Confirm" to create
- Choose widget addition method (suggested, manual, or edit mode)
- Configure widget settings
- Save individual widgets
- Save overall dashboard changes by clicking "Save Changes"
Custom Dashboards are available across all Scalendo plans.