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2.8 KiB
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93 lines
2.8 KiB
Plaintext
---
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title: 仪表板
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description: 使用选项卡创建并组织仪表板,以可视化你的 CRM 数据。
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---
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## 概览
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Twenty 中的仪表板按层级组织:**仪表板 → 选项卡 → 小部件**。 每个仪表板可包含多个选项卡,每个选项卡包含小部件(图表、数字、iFrame)。
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## 创建仪表板
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1. 前往导航中的 **仪表板**
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2. 点击 **+ 新建记录**
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<img src="/images/user-guide/dashboard/dashboard-create-new.png" alt="创建新的仪表板" />
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3. 为你的仪表板命名
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4. 开始添加选项卡和小部件
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## 使用选项卡
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选项卡可帮助你将仪表板组织为逻辑部分。
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### 创建选项卡
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1. 在编辑模式下,点击标签栏中的 **+**,侧面板将在右侧打开
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2. 为你的选项卡命名(例如,"销售管道概览"、"团队绩效")
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3. 向该选项卡添加小部件
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### 重新排序选项卡
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1. 在编辑模式下,点击并按住你要移动的选项卡
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2. 拖放到新位置
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3. 您也可以单击标签页并使用命令菜单将标签移至左侧或右侧。
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### 删除选项卡
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1. 在编辑模式下,点击你要删除的选项卡
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2. 点击命令菜单中的 **删除** 按钮
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### 复制选项卡
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1. 点击你要复制的选项卡
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2. 点击侧边面板中的 **复制** 按钮
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<img src="/images/user-guide/dashboard/dashboard-tabs.png" alt="仪表板选项卡" />
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## 仪表板布局
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### 排列小部件
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* 拖放以定位
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* 调整大小以突出重点
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* 将相关图表分组在一起
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### 复制仪表板
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1. 选择你要复制的仪表板
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2. 按 **Cmd + K** 打开命令栏(Windows 上为 **Ctrl + K**)
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3. 选择 **复制仪表板**
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<img src="/images/user-guide/dashboard/dashboard-duplicate.png" alt="复制仪表板" />
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### 最佳实践
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* **逻辑流程**:按从概览到细节的顺序排列
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* **视觉层级**:关键指标使用更大的图表
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* **样式一致**:使用协调的颜色和字体
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## 可见性与访问
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### 仪表板可见性
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凡能访问你的 Twenty 工作区的所有人都可以查看仪表板。 目前没有私有仪表板选项。
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### 收藏夹
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你可以将仪表板添加到收藏以便快速访问。 这是个人设置——你的收藏对其他用户不可见。
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要将仪表板添加到收藏,打开该仪表板并点击星形图标。
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### 时区行为
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仪表板目前根据查看者的时区显示数据。 这意味着,不同地区的团队成员(例如,APAC 与 US)看到的同一仪表板可能会显示不同的指标。
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<Note>
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**即将推出**:我们将新增为仪表板设置特定时区的功能,这样无论用户身在何处,所有人看到的数据都将保持一致。
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</Note>
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<Note>
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**即将推出**:仪表板级别的筛选器将允许你一次性对所有小部件应用筛选,从而更快速地探索你的数据。
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</Note>
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