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76 lines
2.9 KiB
Plaintext
76 lines
2.9 KiB
Plaintext
---
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title: ダッシュボード
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description: Twenty におけるレポートとダッシュボードの基本を学びましょう。
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---
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## ダッシュボードの理解
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Twenty のダッシュボードは、主要なパフォーマンス指標を視覚的に追跡し、CRM データからインサイトを得るための手段を提供します。
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<img src="/images/user-guide/dashboard/dashboards_v2.png" alt="ダッシュボード" />
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## 主要な概念
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### ダッシュボード
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ダッシュボードは、CRM データをひと目で表示するタブの集合です。 目的に応じて複数のダッシュボードを作成できます:
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* 営業パフォーマンス
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* チームの活動
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* パイプラインの健全性
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* カスタム指標
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### タブ
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タブを使うと、ダッシュボードをセクションに整理できます。 各タブには1つ以上のウィジェットが含まれます。
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### ウィジェット
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ウィジェットは、特定のデータを表示する個別の可視化です。 種類には次のものがあります:
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* 棒グラフ
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* パイチャート
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* ラインチャート
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* 集計チャート
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* iFrame
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* リッチテキスト
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<Note>
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**現在の制限**:
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* ダッシュボードのエクスポートおよび外部ユーザー（Twenty 以外のユーザー）との共有は、現時点では利用できません。
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* ゲージチャートはまだ利用できません。
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</Note>
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## 始めに
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### 最初のダッシュボードを作成する
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1. 「**Dashboards**」セクションに移動します
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2. 「**+ New Dashboard**」をクリックします
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3. ダッシュボードに名前を付けます
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4. コンテンツを整理するためにタブを追加します
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5. データを表示するためにウィジェットを追加します
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6. 保存
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### ウィジェットの追加
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1. ダッシュボードのタブを開きます
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2. 「**+ Add Widget**」をクリックします
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3. ウィジェットの種類を選択します
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4. データソース（オブジェクト）を選択します
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5. ウィジェットの設定を行います
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6. ウィジェットを保存して表示します
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## ベストプラクティス
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* **シンプルに始める**: いくつかの主要な指標から始め、徐々に追加していきます
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* **実行可能なデータに集中**: 意思決定を促進する指標を表示します
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* **定期的な確認**: 傾向を見つけるためにダッシュボードを定期的に確認します
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* **チームで共有**: 関連するチームメンバーがダッシュボードを閲覧できるようにします
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## 次のステップ
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* [ウィジェットと可視化](/l/ja/user-guide/dashboards/capabilities/widgets)
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* [チャート設定のリファレンス](/l/ja/user-guide/dashboards/capabilities/chart-settings)
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* [ダッシュボードのFAQ](/l/ja/user-guide/dashboards/how-tos/dashboards-faq)
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