Dashboard: Customizable charts and dashboard
F
Flavio Alvarez
Business Problem:
Currently, the dashboard lacks the ability to create customizable visualizations using data from custom fields. This limitation prevents users from tailoring their dashboard to specific business needs and visualizing key metrics effectively.
Desired Outcome:
Enable users to create graphs and visualizations directly from custom field data on the dashboard. Users should have the ability to select their preferred form of visualization, such as funnel charts, pie charts, bar graphs, etc., to effectively present and analyze results.
Workaround:
Users currently need to export data and use external tools like Excel or BI software to create the desired visualizations
Y
Yihui Chan
Merged in a post:
Dashboard Customization
Srivhiinesh Muniandy
Added convenience for managers who are on the platform just for monitoring purposes, having an all in one customizable dashboard. E.g if I'm in a sales manager, I can drag and drop a the closing or resolution time metrics to my dashboard.
H
Hanna Montes
can we add button on the dashboard?