> ## Documentation Index
> Fetch the complete documentation index at: https://docs.saleslyt.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Dashboards

> Learn the basics of reporting and dashboards in SalesLyt.

> [!NOTE]
>
> Dashboards are currently in beta. Activate them under **Settings → Updates → Early Access**.

## Understanding Dashboards

Dashboards in SalesLyt provide a visual way to track your key performance metrics and gain insights from your CRM data.

![Dashboards](https://mintcdn.com/artis-multitech/PVJVvqKyXwtb4PUT/images/user-guide/dashboard/dashboards_v2.png?fit=max\&auto=format\&n=PVJVvqKyXwtb4PUT\&q=85\&s=37f2b9cb5a9fb6000d8eb0daf518cd1a)

## Key Concepts

### Dashboards

A dashboard is a collection of tabs that display your CRM data at a glance. You can create multiple dashboards for different purposes:

* Sales performance
* Team activity
* Pipeline health
* Custom metrics

### Tabs

Tabs allow you to organize your dashboard into sections. Each tab contains one or more widgets.

### Widgets

Widgets are individual visualizations that display specific data. Types include:

* Bar charts
* Pie charts
* Line charts
* Aggregate charts
* iFrames
* Rich text

> [!NOTE]
>
> **Current limitations**:
>
> * Exporting dashboards and sharing with external users (non-SalesLyt users) are not available at the moment.
> * Gauge charts and tables are not yet available.

## Getting Started

### Creating Your First Dashboard

1. Navigate to the **Dashboards** section
2. Click **+ New Dashboard**
3. Give your dashboard a name
4. Add tabs to organize your content
5. Add widgets to display your data
6. Save

### Adding Widgets

1. Open a tab on your dashboard
2. Click **+ Add Widget**
3. Select the widget type
4. Choose the data source (object)
5. Configure the widget settings
6. Save and view your widget

## Best Practices

* **Start simple**: Begin with a few key metrics and add more over time
* **Focus on actionable data**: Display metrics that drive decisions
* **Regular review**: Check your dashboards regularly to spot trends
* **Share with team**: Make dashboards visible to relevant team members

## Next Steps

* [Widgets and visualizations](https://docs.saleslyt.com/user-guide/dashboards/capabilities/widgets.md)
* [Chart settings reference](https://docs.saleslyt.com/user-guide/dashboards/capabilities/chart-settings.md)
* [Dashboards FAQ](https://docs.saleslyt.com/user-guide/dashboards/how-tos/dashboards-faq.md)


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