Dashboards, reports & performance
For everything customers use to track results, dashboards, widgets, reports, targets, and metrics.
By Hanne and 3 others4 authors11 articles
- How do I create a mobile widget?
- How can I embed a dashboard?
- How do I move, rearrange, and resize widgets on a dashboard in SalesScreen?
- How do I manage reports on behalf of my users?
- How do I manage Reports?
- How do I set targets for myself and others in SalesScreen?
- Why can’t I find a user in a target‑based list (widget, slide, or report)?
- How do I configure target settings for a key metric?
- How can I find reports for disabled products, teams and users?
- How do I create and configure a metric?
- How can I set a user's employment percentage?