Dashboard Overview
The Dashboard is your SalesKey home screen — a customizable hub that shows the metrics and information most important to you. Every time you log in, the dashboard gives you an at-a-glance view of your business performance.
Navigate to: Dashboard
What Is the Dashboard?
The dashboard displays widgets — individual panels that each show a specific type of data. You can arrange, add, and remove widgets to create a view that suits your role and workflow.
Examples of widgets:
- Pipeline value and deal counts
- Activity feed (recent actions across the system)
- Revenue charts
- Team performance metrics
- Upcoming tasks and activities
- Key KPI numbers (total leads, deals, revenue)
Multiple Dashboards
You can create multiple dashboards — for example:
- A personal dashboard for your own KPIs
- A team dashboard for your manager to monitor performance
- An executive dashboard with company-wide metrics
To switch between dashboards: Use the dashboard selector dropdown at the top of the page.
To create a new dashboard: Click + New Dashboard in the dashboard selector.
Date Range Filtering
Most widgets respond to a date filter:
- Click the Date Range selector at the top of the dashboard.
- Choose a period:
- Today
- This Week
- This Month
- Last 30 Days
- Custom Range (pick any start and end date)
- All widgets update to show data for the selected period.
Lock filters: You can lock the date filter to prevent accidental changes when sharing the dashboard with others.
Dashboard Permissions and Sharing
- Private dashboards — Visible only to you.
- Shared dashboards — You can share a dashboard with specific team members.
- Share with view or edit permissions.
To share a dashboard: Open the dashboard settings and add the team members you want to share with.
Widget Types Available
| Widget | What It Shows |
|---|---|
| Stat Card | A single key metric (count, value, percentage) |
| Sales Overview | Visual chart of pipeline and revenue |
| Activity Feed | Stream of recent activity across the system |
| Kanban | A deal or project kanban view |
| Alert List | Important notifications and flags |
| Table List | A customizable data table |
| Line / Bar / Pie Chart | Data visualizations |
| Area Chart | Trend chart over time |
| Gauge Chart | Performance vs. target meter |
| Bullet Chart | Progress toward a goal |
Next Steps
- Customizing Widgets — How to add, remove, and configure widgets
- Sharing Dashboards — How to share a dashboard with your team
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