Use dashboards to keep important operational, time, and financial information together in one view.
Open and read a dashboard
Select Dashboard from the left navigation.
Select a dashboard tab at the top of the page. Your favorite dashboard is selected first when one has been set.
Review the widgets and insights on the selected dashboard.
Select a row in a list or table widget when you want to open the related record.
Tabs marked Personal belong to you. Tabs marked Template are ready-made dashboards that cannot be edited directly.
Create a dashboard
If no dashboard exists, choose an available template or select Start with an empty dashboard.
To create another dashboard later, select New in the dashboard tab row.
Choose a template or start with an empty dashboard.
Select Widget to add information to an editable dashboard.
When you start from a template, Between creates an editable personal copy. If you are viewing a read-only template, select Customize to create a copy first.
Arrange and change widgets
Drag a widget to move it on an editable dashboard.
Open the widget menu to edit, duplicate, resize, or remove the widget.
Select Widget to add another widget.
Use a list or table entry to open the corresponding area of Core when the widget supports it.
Changes to widget position and size are saved automatically.
Change dashboard settings
Select Dashboard settings.
Change the name or description when needed.
Choose whether to enable Share with the whole company, Show insights, or Favorite dashboard.
Select Save.
A shared dashboard is available to the company. A favorite dashboard opens first for your user.