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76 lines
1.9 KiB
Plaintext
76 lines
1.9 KiB
Plaintext
---
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title: 仪表板
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description: 了解 Twenty 中报表和仪表板的基础知识。
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---
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## 了解仪表板
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Twenty 中的仪表板提供了一种可视化方式，帮助你跟踪关键绩效指标，并从你的 CRM 数据中获取洞察。
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<img src="/images/user-guide/dashboard/dashboards_v2.png" alt="仪表板" />
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## 关键概念
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### 仪表板
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仪表板是一组选项卡的集合，可一目了然地展示你的 CRM 数据。 你可以为不同目的创建多个仪表板：
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* 销售业绩
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* 团队活动
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* 销售管道健康状况
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* 自定义指标
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### 标签
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选项卡可让你将仪表板组织为多个部分。 每个选项卡包含一个或多个小部件。
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### 小部件
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小部件是用于展示特定数据的独立可视化。 类型包括：
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* 条形图
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* 饼图
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* 折线图
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* 汇总图表
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* iFrame
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* 富文本
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<Note>
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**当前限制**：
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* 目前不支持导出仪表板和与外部用户（非 Twenty 用户）共享。
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* 仪表图尚不可用。
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</Note>
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## 开始使用
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### 创建你的第一个仪表板
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1. 转到 **仪表板** 部分
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2. 点击 **+ 新建仪表板**
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3. 为你的仪表板命名
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4. 添加选项卡以组织你的内容
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5. 添加小部件以展示你的数据
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6. 保存
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### 添加小部件
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1. 在仪表板上打开一个选项卡
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2. 点击 **+ 添加小部件**
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3. 选择小部件类型
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4. 选择数据源（对象）
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5. 配置小部件设置
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6. 保存并查看你的小部件
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## 最佳实践
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* **从简单开始**：先从几个关键指标入手，再逐步添加更多
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* **聚焦可操作的数据**：展示能驱动决策的指标
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* **定期审查**：定期查看你的仪表板以发现趋势
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* **与团队共享**：使仪表板对相关团队成员可见
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## 下一步
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* [小部件与可视化](/l/zh/user-guide/dashboards/capabilities/widgets)
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* [图表设置参考](/l/zh/user-guide/dashboards/capabilities/chart-settings)
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* [仪表板常见问题](/l/zh/user-guide/dashboards/how-tos/dashboards-faq)
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