Dashboard
Customizing Subaccount Dashboard Cards & Reports
5 min read•Updated 1 week ago
In this article
Add, rearrange, and filter custom KPI charts by sales rep, campaign tags, and date ranges.
Adding Custom Widgets
Click "Edit Dashboard" at the top right. Drag and drop chart widgets including Revenue Projections, Lead Source Attribution, Appointment Booking Conversion, and Agent Call Stats.
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