Dashboards

Start a dashboard from a chat prompt instead of a template, review the charts the assistant proposes, confirm or reject them, and keep refining the dashboard from its chat panel afterward.

Every field each dashboard data source offers — what you can group by, filter on, and aggregate, the exact values of each list field, which dates a date range can use, and whether drill-down rows open a record.

Understand the older Dashboards page most accounts see today — an embedded dashboard Incenti sets up for you, a switcher for accounts with more than one, and how to ask for the newer Dashboards 2.0 experience.

Open the New dashboard chooser, browse the template gallery with its sample-data preview, and create a dashboard from a template you can adapt.

See exactly what the EDO Dashboard and Site Selector Dashboard templates contain, chart by chart, which account type sees which, and what happens to a dashboard after you create it from one.

Rename a dashboard, add and configure charts by hand, drag to reorder and resize tiles on the grid, and manage the saved KPIs your Stat charts can reference.

Apply dashboard-wide filters, share a filtered view by its link, click into a chart to see the records behind a bar, slice, or KPI, and export those records to CSV.

See what a KPI card is actually built from — a built-in account field, a custom tracked metric, or a calculation like a rate or ratio — and how each one is aggregated, scoped, and formatted.