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Dashboards organize the information your team reviews most often. You can use them on deal, pipeline, company, personal, and shared dashboard surfaces. Admins can manage dashboard templates from Settings → Dashboards. Access depends on your role and your organization’s configuration.

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Edit a dashboard

Dashboard editing has two separate modes:
  • Edit layout changes how existing widgets appear. Use it to move, resize, or remove widgets.
  • Assistant-based widget authoring adds new widgets. Open the assistant on the dashboard and ask it to add a widget, such as a chart, table, KPI, or custom view.
Clicking Edit layout does not show a separate Add widgets button. If you want a new widget, use the assistant instead.

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Add a widget

  1. Open the dashboard you want to change.
  2. Open the assistant. On dashboard editor pages, the assistant may open automatically.
  3. Ask for the widget you want to add. Be specific about the metric, table, chart, or view.
  4. Review any clarifying questions from the assistant.
  5. Save the layout after the widget appears, if you also moved or resized widgets.
Custom widgets can depend on your organization’s rollout and permissions. If the assistant cannot add the widget, or you do not see the dashboard editing surface, contact your Metal team.

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Update existing widgets

When you open Edit layout, you can rearrange supported dashboards and remove widgets that are not protected defaults. Some default widgets are managed by Metal and cannot be edited directly. If a default widget has an update available, use Update default widgets.