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Dashboard Overview

The Dashboard is your home screen in IntelliSales CRM. It provides a real-time, at-a-glance view of your key metrics, pipeline health, team performance, and upcoming activities — all in customizable, widget-based layouts.

What is the Dashboard​

The dashboard is a configurable workspace where you arrange widgets — scorecards, charts, tables, and metrics — to monitor the data that matters most to your role. Sales reps might focus on lead conversion and upcoming tasks, while managers may track pipeline value and team leaderboards.

Screenshot: Dashboard with multiple widgets showing KPIs, charts, and activity feeds

Dashboard Tabs (Multi-Dashboard Support)​

IntelliSales CRM supports multiple dashboard tabs, allowing you to create separate dashboards for different purposes.

  • Each tab is an independent dashboard with its own set of widgets.
  • Tabs appear as a horizontal tab bar at the top of the dashboard area.
  • Click any tab name to switch between dashboards.

Example use cases:

  • Sales Overview — pipeline funnel, win/loss ratio, forecast
  • My Day — upcoming tasks, recent leads, activity feed
  • Team Performance — leaderboard, targets, effort vs result

Creating a New Dashboard Tab​

  1. Click the "+" button at the end of the tab bar.
  2. Enter a name for the new dashboard.
  3. Click Create.
  4. The new tab opens with an empty canvas ready for widgets.

Renaming and Deleting Tabs​

  • Rename: Right-click (or click the tab options menu) on a tab name, select Rename, type the new name, and press Enter.
  • Delete: Click the tab options menu, select Delete, and confirm. This permanently removes the tab and all its widgets.
warning

Deleting a dashboard tab cannot be undone. All widgets on that tab will be permanently removed.

Set as Default + Tab Settings​

The tab context menu now exposes two extra options:

  • Set as default — this tab is what you land on when you open the dashboard. Useful if you have a "My Day" tab you want to see first thing each morning.
  • Tab settings… — opens the per-tab settings panel where you pick the default date range (e.g., last_30_days, this_quarter) and default scope (own / team / all) for the tab, plus which presets are allowed in the toolbar dropdown.

See Dashboard Customization for the full per-tab options and the scope picker behaviour (it now actually filters; earlier versions of the toolbar control were decorative).

Sharing Dashboards​

The Share button on the toolbar opens the Share Dashboard modal with two independent tabs:

  • Roles — share with one or more roles. Each user gets a clone-on-first-view so they can tweak filters without affecting other members of the role.
  • Public Link — generate a tokenised URL that doesn't require login. Great for embedding in a wiki or sending to a stakeholder.

Both tabs are independently RBAC-gated via the new dashboards permission module — see Dashboard Customization → Sharing Dashboards.

Tab-Level Filters​

Each dashboard tab has global filters that affect all widgets on that tab:

Date Range​

Select a time period to filter data across all widgets:

  • Today, This Week, This Month, This Quarter, This Year
  • Custom Range — pick specific start and end dates

Data Scope​

Control whose data appears in the widgets:

  • My Data — only records assigned to you
  • My Team — records assigned to you and your team members
  • All Data — all records you have permission to view
tip

Use "My Data" for personal productivity dashboards and "All Data" for management overview dashboards.

Screenshot: Dashboard filter bar showing date range picker and data scope selector

Importing and Exporting Dashboards​

Exporting​

To save a dashboard configuration for backup or sharing:

  1. Click the Export button on the dashboard toolbar.
  2. Select Export as JSON.
  3. A .json file will download containing all widget configurations for the current tab.

Importing​

To load a previously exported dashboard:

  1. Click the Import button on the dashboard toolbar.
  2. Select a .json dashboard file from your computer.
  3. The widgets from the file will be loaded into the current tab.
note

Importing a dashboard replaces the current tab's widgets. Create a new tab first if you want to preserve your existing layout.

Sharing Dashboards​

Dashboards can be shared with your team:

  1. Click the Share button on the dashboard toolbar.
  2. A public URL is generated for the dashboard.
  3. Share this URL with team members or stakeholders.

Shared dashboards display in read-only mode and update in real time.

Screenshot: Share dashboard modal showing the public URL and copy button

For information on adding and configuring individual widgets, see Dashboard Widgets and Dashboard Customization.