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Dashboards let you compose widgets into views you can reuse. Use them for pipeline reviews, manager check-ins, rep coaching, or any recurring question that needs more than a single chart.

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When to use Dashboards

  • Build a personal view of the metrics you check often
  • Share a standard dashboard with your team
  • Track qualification, stage velocity, commitment health, or activity trends
  • Add charts you discovered in Catalog

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How to use Dashboards

1

Open or create a dashboard

Open Dashboards from the sidebar. Choose an existing personal or shared dashboard, or click New dashboard to create one.
2

Choose visibility

Personal dashboards are for you. Shared dashboards are visible to the team and can be managed by admins.
3

Edit the layout

Open a dashboard and click Edit. Add widgets, rearrange them, resize them, and configure filters such as pipeline or owner where supported.
4

Save the view

Save your changes when the layout is right. Dashboard widgets refresh from Doris data, so the view stays useful without rebuilding it.

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Common dashboard widgets

  • Qualification trends — Track how framework scores move over time
  • Stage velocity — See how long deals spend in each stage
  • Dimension gaps — Identify qualification areas where the team needs coaching
  • Commitment health — Monitor completion, rescheduling, and at-risk commitments
  • Activity coverage — Understand meeting and email coverage across pipeline
Use Catalog when you need a new widget idea. Use Dashboards when you want to arrange and monitor the widgets you already care about.