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76 lines
2.6 KiB
Plaintext
76 lines
2.6 KiB
Plaintext
---
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title: Tableaux de bord
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description: Apprenez les bases des rapports et des tableaux de bord dans Twenty.
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---
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## Comprendre les tableaux de bord
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Les tableaux de bord dans Twenty offrent un moyen visuel de suivre vos indicateurs clés de performance et d'obtenir des informations à partir de vos données CRM.
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<img src="/images/user-guide/dashboard/dashboards_v2.png" alt="Tableaux de bord" />
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## Concepts clés
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### Tableaux de bord
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Un tableau de bord est un ensemble d'onglets qui affichent vos données CRM en un coup d’œil. Vous pouvez créer plusieurs tableaux de bord à des fins différentes :
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* Performance des ventes
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* Activité de l'équipe
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* Santé du pipeline
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* Indicateurs personnalisés
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### Onglets
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Les onglets vous permettent d'organiser votre tableau de bord en sections. Chaque onglet contient un ou plusieurs widgets.
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### Widgets
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Les widgets sont des visualisations individuelles qui affichent des données spécifiques. Types disponibles :
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* Diagrammes en barres
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* Diagrammes en secteurs
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* Graphiques linéaires
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* Graphiques d'agrégation
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* iFrames
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* Texte enrichi
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<Note>
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**Limitations actuelles** :
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* L'export des tableaux de bord et le partage avec des utilisateurs externes (utilisateurs non Twenty) ne sont pas disponibles pour le moment.
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* Les graphiques en jauge ne sont pas encore disponibles.
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</Note>
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## Prise en main
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### Créer votre premier tableau de bord
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1. Accédez à la section **Dashboards**
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2. Cliquez sur **+ New Dashboard**
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3. Donnez un nom à votre tableau de bord
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4. Ajoutez des onglets pour organiser votre contenu
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5. Ajoutez des widgets pour afficher vos données
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6. Enregistrer
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### Ajout de widgets
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1. Ouvrez un onglet de votre tableau de bord
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2. Cliquez sur **+ Add Widget**
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3. Sélectionnez le type de widget
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4. Choisissez la source de données (objet)
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5. Configurez les paramètres du widget
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6. Enregistrez et affichez votre widget
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## Meilleures pratiques
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* **Commencez simplement** : Débutez avec quelques indicateurs clés et ajoutez-en au fil du temps
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* **Concentrez-vous sur des données exploitables** : Affichez des indicateurs qui orientent les décisions
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* **Examen régulier** : Consultez vos tableaux de bord régulièrement pour détecter les tendances
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* **Partagez avec l'équipe** : Rendez les tableaux de bord visibles pour les membres de l'équipe concernés
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## Prochaines étapes
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* [Widgets et visualisations](/l/fr/user-guide/dashboards/capabilities/widgets)
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* [Référence des paramètres du graphique](/l/fr/user-guide/dashboards/capabilities/chart-settings)
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* [FAQ sur les tableaux de bord](/l/fr/user-guide/dashboards/how-tos/dashboards-faq)
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