Dashboards
HARi dashboards give you a real-time overview of your business. Track pipeline value, conversion rates, task completion, and any metric that matters to your team.
Dashboard types
Section titled “Dashboard types”System dashboards
Section titled “System dashboards”Pre-built dashboards that come with each solution (CRM, Tasks, Billing). These provide a sensible starting point and can be customized but not deleted.
Personal dashboards
Section titled “Personal dashboards”Dashboards you create for yourself. Only visible to you. Use them to track your own deals, tasks, and performance.
Shared dashboards
Section titled “Shared dashboards”Dashboards shared with your team. Any user with admin permissions can create a shared dashboard. Great for sales meetings, management reviews, and team standups.
Chart types
Section titled “Chart types”| Chart | Best for | Example |
|---|---|---|
| Bar | Comparing categories | Deals by stage |
| Line | Trends over time | Revenue by month |
| Pie / Donut | Proportions | Leads by source |
| Funnel | Conversion stages | Pipeline funnel |
| Number (KPI) | Single metric | Total pipeline value |
| Gauge | Progress toward goal | Monthly quota |
| Table | Top-N lists | Top 10 deals closing this month |
All charts are interactive. Click a segment to filter the underlying data; hover for details.
Building a dashboard
Section titled “Building a dashboard”- Go to Dashboards and click + New Dashboard
- Give it a name and choose visibility (personal or shared)
- Click + Add Widget to add charts
- For each widget, configure:
- Entity: which data to visualize (Opportunity, Task, Lead, etc.)
- Chart type: bar, line, pie, funnel, number, gauge, or table
- Metric: count, sum, average, min, or max of a field
- Group by: a field to segment the data (stage, owner, source, month)
- Filters: narrow the data (e.g., only deals closing this quarter)
- Drag widgets to rearrange them on the grid
- Click Save
Widget grid layout
Section titled “Widget grid layout”Dashboards use a responsive grid. Widgets can be resized and repositioned by dragging. On mobile, widgets stack vertically in the order you arranged them.
Date range filter
Section titled “Date range filter”Every dashboard has a global date range selector. Choose from preset ranges (today, this week, this month, this quarter, this year) or set a custom range. All widgets respect the selected range.
Auto-refresh
Section titled “Auto-refresh”Dashboard data refreshes automatically every 5 minutes. You can also click the refresh button to update immediately.
Examples
Section titled “Examples”Sales manager dashboard:
- Pipeline funnel (leads to closed-won)
- Revenue by month (line chart)
- Deals closing this week (table)
- Win rate gauge
- Top reps by closed revenue (bar chart)
Individual rep dashboard:
- My open deals by stage (kanban-style)
- Tasks due today (list)
- Monthly quota progress (gauge)
- Recent activities (feed)