Team Dashboards

Dashboards provide customizable analytics views for your team, helping you track performance, monitor progress, and make data-driven decisions.

Accessing Dashboards

1. Ensure you're in your team account
2. Click Dashboard in the sidebar
3. The URL is /home/[team]/dashboards

Dashboard Overview

What is a Dashboard?

A dashboard is a collection of widgets that display data visualizations:

• Metric Cards - Single aggregated numbers
• KPI Cards - Metrics with target comparison
• Charts - Bar, line, area, pie, and doughnut charts
• Data Tables - Rows of records
• Link Widgets - Navigation tiles

Dashboard Visibility

Dashboards can be:

• Private - Only you can see them
• Shared - Team members with permissions can view or edit

Dashboard List

The dashboard list page shows all dashboards you have access to:

Creating a Dashboard

New Dashboard

1. Click Create Dashboard
2. Enter a dashboard name
3. Optionally add a description
4. Choose privacy setting (private or shared)
5. Click Create

New dashboards start empty and require adding widgets.

Adding Widgets

Widget Wizard

1. Click Add Widget on your dashboard
2. The widget wizard opens with these steps (may vary depending on diagram type):

Step 1: Widget Info

• Enter widget name and description
• Select widget type

Step 2: Data Source

• Choose which data to visualize

Step 3: Configuration

• Configure metrics and dimensions
• Set filters and time ranges
• Define sorting and limits
• Set number formatting
• Configure targets (for KPI cards)
• Set up links (for link widgets)

Step 4: Preview

• Review your widget before saving

Widget Types

Metric Card

Displays a single aggregated number:

• Total sales this month
• Number of addresses
• Average order value

KPI Card

Metric with performance tracking:

• Shows current value vs target
• Performance indicator
• Comparison to goal

Bar Chart

Compare values across categories:

• Sales by product
• Addresses by state
• Revenue by team member

Line Chart

Show trends over time:

• Daily sales trend
• Weekly activity
• Monthly commission

Area Chart

Time series with filled areas:

• Cumulative sales
• Progress tracking

Pie/Doughnut Chart

Show proportions:

• Sales distribution by product
• Addresses by status

Data Table

Display records in rows:

• Recent sales list
• Top performers
• Activity log

Link Widget

Navigation tiles:

• Quick links to other dashboards
• External URLs

Available Data Sources

Widgets can visualize data from:

Widget Templates

Use pre-built templates for quick setup:

• Templates appear in a template gallery
• One-click to add common widgets
• Customize after creation

Customizing Dashboards

Layout Editing

Dashboards use a grid-based layout:

• Drag & drop widgets to reposition
• Resize widgets by dragging corners
• Layout changes auto-save

Widget Options

For each widget you can:

• Edit - Modify configuration
• Delete - Remove from dashboard

Auto-Refresh

Widget data automatically refreshes every 60 seconds to keep information current.

Dashboard Settings

Accessing Settings

1. Open your dashboard
2. Click the Settings button in the toolbar
3. Or click Settings from the dashboard list

Available Settings

Deleting a Dashboard

1. Go to dashboard settings
2. Click Delete Dashboard
3. Confirm deletion

Warning: Deleting a dashboard removes all its widgets and cannot be undone.

Dashboard Permissions

Permission Levels

Managing Permissions

Dashboard creators can manage who has access:

1. Open dashboard settings
2. Navigate to permissions section
3. Add users or roles with specific permission levels
4. Remove access as needed

Assigning Permissions

Permissions can be assigned to:

• Specific users - Grant access to individual team members
• Roles - Grant access to everyone with a specific role (e.g., all managers)

Default Dashboard

Setting a Default

Set a dashboard as your default landing page:

1. From the dashboard list, click the menu on a dashboard
2. Select Set as Default
3. This dashboard opens when you visit the dashboards page

Your Default is Yours

Each user can have their own default dashboard. This setting is personal and doesn't affect other team members.

Audit History

Team owners can view the change history for dashboards:

1. Click the menu on a dashboard
2. Select View Audit History
3. See who made changes and when

This includes changes to dashboard settings and widgets.

Best Practices

Dashboard Design

1. Keep it focused - One purpose per dashboard
2. Prioritize key metrics - Most important at the top-left
3. Use appropriate widgets - Match visualization to data type
4. Don't overcrowd - Leave white space for readability

Widget Selection

Permission Management

1. Start private - Create dashboards privately first
2. Share when ready - Make shared after configuration is complete
3. Use roles - Assign permissions to roles for easier management
4. Review periodically - Audit who has access to sensitive dashboards

Troubleshooting

Widget Shows No Data

1. Verify filter settings aren't too restrictive
2. Check the time range configuration
3. Ensure data exists for the selected criteria
4. Try editing and re-saving the widget

Permission Issues

If you can't view or edit a dashboard:

1. Verify you have the appropriate permission level
2. Contact the dashboard creator to request access
3. Check if you're in the correct team account

Performance Issues

If dashboards are slow:

1. Reduce the number of widgets
2. Narrow time ranges
3. Use simpler aggregations

Exporting as PDF

You can export any team dashboard as a multi-page PDF document to share a snapshot of your analytics without requiring access to Sellfaster.

How to export

1. Open the dashboard you want to export
2. Click the Export PDF button in the dashboard toolbar
3. Sellfaster captures all visible widgets at 2× resolution and composes them into an A4 PDF
4. The file downloads automatically to your browser's default download location

The export includes every widget currently visible on the dashboard. Widgets are rendered at high resolution and assembled into pages.

Related Topics

• Bonus Targets - Goal tracking
• Sales - Sales data
• Commission - Earnings tracking
• Projects Overview - Project data