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76 lines
2.5 KiB
Plaintext
76 lines
2.5 KiB
Plaintext
---
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title: Dashboards
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description: Erfahren Sie die Grundlagen von Reporting und Dashboards in Twenty.
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---
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## Dashboards verstehen
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Dashboards in Twenty bieten eine visuelle Möglichkeit, Ihre wichtigsten Leistungskennzahlen zu verfolgen und Erkenntnisse aus Ihren CRM-Daten zu gewinnen.
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<img src="/images/user-guide/dashboard/dashboards_v2.png" alt="Dashboards" />
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## Wichtige Konzepte
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### Dashboards
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Ein Dashboard ist eine Sammlung von Registerkarten, die Ihre CRM-Daten auf einen Blick anzeigen. Sie können mehrere Dashboards für unterschiedliche Zwecke erstellen:
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* Vertriebsleistung
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* Teamaktivität
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* Gesundheit der Pipeline
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* Benutzerdefinierte Kennzahlen
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### Registerkarten
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Registerkarten ermöglichen es Ihnen, Ihr Dashboard in Abschnitte zu gliedern. Jede Registerkarte enthält ein oder mehrere Widgets.
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### Widgets
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Widgets sind einzelne Visualisierungen, die spezifische Daten anzeigen. Zu den Typen gehören:
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* Balkendiagramme
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* Tortendiagramme
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* Liniendiagramme
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* Aggregierte Diagramme
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* iFrames
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* Rich-Text
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<Note>
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**Aktuelle Einschränkungen**:
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* Das Exportieren von Dashboards und das Freigeben für externe Benutzer (Nicht-Twenty-Benutzer) sind derzeit nicht verfügbar.
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* Gauge-Diagramme sind noch nicht verfügbar.
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</Note>
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## Erste Schritte
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### Ihr erstes Dashboard erstellen
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1. Navigieren Sie zum Bereich **Dashboards**
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2. Klicken Sie auf **+ Neues Dashboard**
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3. Geben Sie Ihrem Dashboard einen Namen
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4. Fügen Sie Registerkarten hinzu, um Ihre Inhalte zu organisieren
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5. Fügen Sie Widgets hinzu, um Ihre Daten anzuzeigen
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6. Speichern
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### Widgets hinzufügen
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1. Öffnen Sie eine Registerkarte in Ihrem Dashboard
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2. Klicken Sie auf **+ Widget hinzufügen**
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3. Wählen Sie den Widget-Typ aus
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4. Wählen Sie die Datenquelle (Objekt)
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5. Konfigurieren Sie die Widget-Einstellungen
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6. Speichern Sie und zeigen Sie Ihr Widget an
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## Beste Praktiken
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* **Einfach anfangen**: Beginnen Sie mit einigen wichtigen Kennzahlen und fügen Sie im Laufe der Zeit weitere hinzu
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* **Auf umsetzbare Daten fokussieren**: Zeigen Sie Kennzahlen an, die Entscheidungen vorantreiben
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* **Regelmäßige Überprüfung**: Prüfen Sie Ihre Dashboards regelmäßig, um Trends zu erkennen
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* **Mit dem Team teilen**: Machen Sie Dashboards für relevante Teammitglieder sichtbar
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## Nächste Schritte
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* [Widgets und Visualisierungen](/l/de/user-guide/dashboards/capabilities/widgets)
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* [Referenz zu den Diagrammeinstellungen](/l/de/user-guide/dashboards/capabilities/chart-settings)
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* [FAQ zu Dashboards](/l/de/user-guide/dashboards/how-tos/dashboards-faq)
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