Dashboard Builder & Role Templates

Overview

Dashboard Builder lets you configure dashboards by role without code. You can create layouts for AEs, SDRs, managers, and finance so each team sees the right KPIs from day one.

Build a Dashboard Layout

• Go to Dashboard
• Click Edit Layout
• Add widgets from the catalog
• Drag and resize widgets to match your workflow
• Open widget settings to configure:
  • Metric (for example ARR, SQLs, meetings)
  • Period (month, quarter, fiscal year, etc.)
  • Scope (personal, team, org when applicable)
  • Filters (status, selected reps, and display options)
• Save

Create and Assign Templates

• Go to Admin → Dashboard Templates
• Create a template from your current layout (or start from blank)
• Choose target roles (single or multiple)
• Save and assign

When reps and managers open their dashboard, they start from the template assigned to their role.

Best Practices

• Keep rep dashboards focused on 4-8 high-signal widgets
• Use team templates for managers and separate finance templates
• Standardize periods across related widgets so numbers align
• Review templates monthly and remove stale widgets