Dashboard Cards

Dashboard cards display your Bullhorn data in customizable list and graph formats. This article explains how to view, add, and configure cards. For details on specific cards, see the dedicated articles for each dashboard type.

Viewing the Dashboard

1. Go to a record list (contacts, jobs, leads, companies, opportunities, placements).

2. Click the Dashboard icon () at the top left, above the search field.

The dashboard displays with all your configured cards. To ensure you're seeing the most current data, refresh the card regularly using the refresh icon ().

Adding Dashboard Cards

1. Click Add Card in the upper-right corner.

2. Select the card you want to add from the dropdown.

3. Drag and drop the card to position it where you want.

Some cards let you add multiple versions—useful if you want to compare time periods (this year vs. last year) or view data for different team members.

Configuring Dashboard Cards

Most cards let you customize what you see.

What you can do:

• Switch between formats: Toggle between list () and graph () view.

• Filter data: Use filters like Status, Open/Closed, Owner, Department, etc. Filters stay applied until you remove the card or clear them.

• Change the title: Rename the card to match your workflow.

Lead Dashboard cards don't support configuration.

Explore Specific Dashboards

Each record type has its own set of available cards. For details on what each card shows and how to use it, see:

• Company Dashboard Cards

• Contact Dashboard Cards

• Job Dashboard Cards

• Lead Dashboard Cards

• Opportunity Dashboard Cards

• Placement Dashboard Cards

• Onboarding Dashboard Cards

For activity and quota tracking, see My Activity Dashboard Card and Goals and Quotas.