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76 lines
2.3 KiB
Plaintext
76 lines
2.3 KiB
Plaintext
---
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title: Painéis
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description: Aprenda o básico sobre relatórios e painéis no Twenty.
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---
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## Entendendo os painéis
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Os painéis no Twenty oferecem uma forma visual de acompanhar suas principais métricas de desempenho e obter insights dos seus dados de CRM.
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<img src="/images/user-guide/dashboard/dashboards_v2.png" alt="Painéis" />
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## Conceitos principais
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### Painéis
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Um painel é uma coleção de abas que exibem seus dados de CRM num relance. Você pode criar vários painéis para diferentes finalidades:
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* Desempenho de vendas
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* Atividade da equipe
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* Saúde do pipeline
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* Métricas personalizadas
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### Abas
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As abas permitem organizar seu painel em seções. Cada aba contém um ou mais widgets.
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### Widgets
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Widgets são visualizações individuais que exibem dados específicos. Os tipos incluem:
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* Gráficos de barras
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* Gráficos de pizza
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* Gráficos de linha
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* Gráficos agregados
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* iFrames
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* Texto enriquecido
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<Note>
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**Limitações atuais**:
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* A exportação de painéis e o compartilhamento com usuários externos (usuários não-Twenty) não estão disponíveis no momento.
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* Gráficos de indicador ainda não estão disponíveis.
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</Note>
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## Primeiros passos
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### Criando seu primeiro painel
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1. Navegue até a seção **Dashboards**
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2. Clique em **+ New Dashboard**
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3. Dê um nome ao seu painel
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4. Adicione abas para organizar seu conteúdo
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5. Adicione widgets para exibir seus dados
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6. Salvar
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### Adicionando widgets
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1. Abra uma aba no seu painel
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2. Clique em **+ Add Widget**
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3. Selecione o tipo de widget
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4. Escolha a fonte de dados (objeto)
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5. Configure as configurações do widget
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6. Salve e visualize seu widget
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## Melhores Práticas
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* **Comece simples**: Inicie com algumas métricas-chave e adicione mais ao longo do tempo
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* **Foque em dados acionáveis**: Exiba métricas que orientem as decisões
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* **Revisão regular**: Verifique seus painéis regularmente para identificar tendências
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* **Compartilhe com a equipe**: Torne os painéis visíveis para os membros relevantes da equipe
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## Próximos Passos
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* [Widgets e visualizações](/l/pt/user-guide/dashboards/capabilities/widgets)
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* [Referência das configurações de gráfico](/l/pt/user-guide/dashboards/capabilities/chart-settings)
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* [FAQ de painéis](/l/pt/user-guide/dashboards/how-tos/dashboards-faq)
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