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69 lines
2.0 KiB
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69 lines
2.0 KiB
Plaintext
---
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title: Dashboards
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description: Learn the basics of reporting and dashboards in Twenty.
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---
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## Understanding Dashboards
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Dashboards in Twenty provide a visual way to track your key performance metrics and gain insights from your CRM data.
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<img src="/images/user-guide/dashboard/dashboards_v2.png" alt="Dashboards" />
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## Key Concepts
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### Dashboards
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A dashboard is a collection of tabs that display your CRM data at a glance. You can create multiple dashboards for different purposes:
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- Sales performance
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- Team activity
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- Pipeline health
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- Custom metrics
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### Tabs
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Tabs allow you to organize your dashboard into sections. Each tab contains one or more widgets.
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### Widgets
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Widgets are individual visualizations that display specific data. Types include:
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- Bar charts
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- Pie charts
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- Line charts
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- Aggregate charts
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- iFrames
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- Rich text
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<Note>
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**Current limitations**:
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- Exporting dashboards and sharing with external users (non-Twenty users) are not available at the moment.
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- Gauge charts are not yet available.
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</Note>
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## Getting Started
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### Creating Your First Dashboard
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1. Navigate to the **Dashboards** section
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2. Click **+ New Dashboard**
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3. Give your dashboard a name
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4. Add tabs to organize your content
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5. Add widgets to display your data
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6. Save
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### Adding Widgets
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1. Open a tab on your dashboard
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2. Click **+ Add Widget**
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3. Select the widget type
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4. Choose the data source (object)
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5. Configure the widget settings
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6. Save and view your widget
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## Best Practices
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- **Start simple**: Begin with a few key metrics and add more over time
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- **Focus on actionable data**: Display metrics that drive decisions
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- **Regular review**: Check your dashboards regularly to spot trends
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- **Share with team**: Make dashboards visible to relevant team members
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## Next Steps
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- [Widgets and visualizations](/user-guide/dashboards/capabilities/widgets)
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- [Chart settings reference](/user-guide/dashboards/capabilities/chart-settings)
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- [Dashboards FAQ](/user-guide/dashboards/how-tos/dashboards-faq)
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