Analytics & Dashboards

    Complete Guide

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

    By Sebastian StreiffertPublished Jan 10, 2026Updated May 4, 20268 min read

    What you can do here

    Analytics answers questions about your own records. You build a chart, put it on a dashboard, and it stays current because it reads the same data everyone is working in.

    The questionWhat to look atWhere
    "How is the pipeline doing?"Deals by stage, as a funnelFunnel chart on deals
    "Are we creating enough new business?"Deals created each monthBar chart, bucketed by month
    "Which of us is closing?"Win rate per personPerformance board
    "Did revenue actually grow?"What was gained and lost each monthExecutive Monthly
    "Where do deals stall?"Time and drop-off between stagesStage conversion chart
    "How big is this customer?"One figure you can put on a wallKPI number
    A dashboard
    Analytics
    My Dashboards3
    Pipeline health
    Team activity
    Shared2
    Performance
    Executive Monthly

    42

    Open deals

    11

    Won this quarter

    +3 vs prev

    Deals created by month
    Win rate by owner
    Ada
    68%
    Ken
    54%
    Mia
    41%
    • 1
      Your dashboards: Yours and the ones shared with you
    • 2
      Charts: Drag to rearrange and resize
    • 3
      Click through: Any bar or slice opens the records behind it

    Build your first dashboard

    1

    Create it

    Analytics → Create Dashboard. Name it after the question it answers, not after a department. "Pipeline health" beats "Sales".
    2

    Add a chart

    Charts are configured and saved straight onto the dashboard. There is no separate library to keep tidy.
    3

    Decide who sees it

    Private to you, shared with named people, or open to the workspace. Same control as files and lists.
    Performance and Executive Monthly are ready-made boards rather than dashboards you edit. If you want to build on one, use Duplicate and edit to get your own copy.

    Build a chart

    Start from what you are counting

    Pick the records first: deals, contacts, companies, activities, tasks, invoices, or lists. Then how to measure them, which is usually a count, a sum of value, or an average.

    Then pick a shape

    Chart typeReads well when you want
    KPI numberOne figure, with the change against the period before.
    Bar, stacked, 100% stackedCompare groups. Stacked splits each bar by a second thing.
    Line, area, comboChange over time. Combo mixes bars and a line.
    Pie, donutShare of a total. Keep the groups few or it turns to confetti.
    FunnelDrop-off through ordered steps.
    Stage conversionConversion rate and average days between stages.
    TreemapSize comparison when there are too many groups for bars.
    Data tableThe rows themselves, sortable, with a CSV export.

    Then set the window

    The period sets how far back to look, from today through to a custom date range. The bucket sets the grain: day, week, month, quarter, or year. There are also seasonal views that stack the same month across years, which is how you see whether August is always quiet or only quiet this time.

    Click any point, bar, or slice to see the records that build it. If nothing opens, no records produced that value, and that is usually the real answer.

    Compare people and teams

    The Performance board puts everyone on the same metrics: activities, meetings, deals created, deals won, revenue, win rate, and tasks done.

    • Choose a scope: everyone, a few people you pick, or team by team.
    • Compare head to head: put a handful side by side. Pick at least two.
    • Save a cohort: keep a selection you look at every week instead of re-picking it each time.
    Not everyone can open this board. It is granted separately from general Analytics access, because it compares named people. Ask a workspace admin if you need it.

    Read recurring revenue

    Executive Monthly takes invoiced revenue month by month and shows what moved. A flat total can hide churn cancelled out by expansion, and this is where you see that.

    MovementWhat it means
    NewA customer billing for the first time.
    ReactivatedBilling again after a gap. Not a new logo.
    ExpansionMore than last month.
    ContractionLess than last month, still a customer.
    ChurnBilled last month, nothing this month.

    Four views sit on the same numbers: Overview, Movement, Segment, and Cohorts. The headline figures are total, existing and new revenue, net and gross revenue retention, and new clients.

    Draft invoices are counted as revenue by default. If your team issues invoices properly and only wants sent ones counted, turn Count drafts off at the top of the board.
    This board is also granted separately. Without it you see an explanation instead of the revenue figures.

    When something looks wrong

    What you seeWhat to do
    A chart is emptyWiden the period. A month view on a quiet week shows nothing.
    A number looks too highClick it. The records behind it are the fastest way to find the odd one.
    Revenue is higher than you expectDraft invoices are counted by default. Turn Count drafts off.
    A board says you need permissionPerformance and Executive Monthly are granted separately. Ask an admin.

    Forecasting is its own feature with its own models, not something you configure here. See Forecasting.

    Quick reference

    Open it: Sidebar → Analytics
    What you can chart: Deals, contacts, companies, activities, tasks, invoices, lists
    See the records: Click any point, bar, or slice
    Export: CSV, from a table chart
    Ready-made boards: Performance · Executive Monthly

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