Understanding Dashboard Cards
This article contains information about adding and configuring Dashboard Cards, and links to the articles for individual Dashboard Cards.
Viewing the Dashboard
The contact list features a Dashboard view that, composed of cards, allows a more visual insight into your metrics.
To view the dashboard, click the Dashboard button 
at the top of the contact list, to the left of the Search field.
To ensure you're always seeing the most up-to-date data, we recommend manually refreshing 
each card frequently.
Adding Dashboard Cards
You can add the individual cards to your dashboard via the Add Card drop-down in the upper-right corner of the page, then drag and drop the cards into your desired order. Some cards allow you to add multiple copies, for use cases such as:
- I'm a manager and I would like to see one card for each of my team members.
- I want to add cards for both this year and last year to compare.
Configuring Dashboard Cards
Configuration is not available to cards in the Lead Dashboard.
Most cards allow you to toggle between both a list 
and a graph 
format, and all cards allow you to filter and configure 
the data based on certain fields, such as Status, Open/Closed, Ownership, etc., as well as change the title of the card.
You can apply various filters to view different sets of data. Any filters you apply are sticky unless you specifically remove the card from the dashboard.
For each card, both the User and Department filters are based on the Owner and Assigned To fields on the job record.
List of Dashboard Cards
Check out the dashboard cards available for:
Leads
Opportunities
|
Companies
Contacts
Jobs
Placements
|
Pulse
Onboarding
Goals & Quotas |