Analytics & Dashboards

    Build charts over your own records, group them onto dashboards, and read the Performance and Executive Monthly boards.

    Complete Guide
    Updated Oct 11, 20268 min readBy Sebastian Streiffert

    Frequently asked questions

    What can I chart in Lumenbase?

    Deals, contacts, companies, activities, tasks, invoices, and lists, measured by count, sum, average, minimum, or maximum.

    Can I see the records behind a number?

    Yes. Click any point, bar, or slice to open the rows that build it. If nothing was recorded there, it says No records build this value.

    Why can I not see Performance or Executive Monthly?

    Both boards need their own permission on top of general Analytics access. Ask a workspace admin.

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