Published at: 2025-10-30

Creating Dashboards

1. Create a Personal Dashboards

1.1 Create a Dashboard

Entry: Dashboards - New

Entry: Reports - New - New Dashboard

1.2 Choose Dashboard Type

Select the dashboard type that fits your needs and create the Dashboard.

2. Edit a Personal Dashboard

2.1 Designer Layout

Left: Components panel — contains all components available for use in the Dashboard.
Right: Global and component Attribute and style settings.
Top-center: Undo/Redo controls — Undo reverts to the previous state; Redo restores the last undone state.
Bottom-center: Canvas — drag components from the left onto the canvas. Select a component to adjust its final presentation via the right-side Attribute and style settings.

2.2 Configure Web Dashboards

2.2.1 Global

2.2.1.1 Global — Style

Preset themes: The system provides 8 preset themes. Choose a theme that matches your branding or preference.
- Component spacing: You can further adjust component spacing on top of any preset theme.

picture coming soon:

Title: configure the Dashboard title and its style
- Title text: set the title name
- Show title: enabled by default; uncheck to hide
- Show logo: disabled by default; enable to display the company logo before the title
- Font color: adjust the title font color
- Font size: adjust the title font size
- Title alignment: default is center; switch to left or right as needed
- Border style: follows the theme by default; choose from additional border styles (24 presets)

Background: adjust the Dashboard background appearance
- Border style: follows theme by default; choose among 8 presets
- Background style: follows theme by default; choose among 6 presets
- Color: set background color

2.2.1.2 Global — Attributes

Exited employees: control whether charts that use Owner / Primary Dept. in their data scope include exited employees.
- Default at Dashboard level: exclude exited employees; toggle to include.
- Chart-level override: you can set per-chart whether to include exited employees. This per-chart setting applies only to Owner / Primary Dept. fields.

Carousel settings: disabled by default. You can enable horizontal or vertical carousel and set the rotation speed. Carousel plays in Full Screen and Presentation modes.

Refresh interval: choose automatic refresh interval (15 min, 30 min, 1 hr, 2 hrs). Auto-refresh activates in Dashboard Full Screen.

Dashboard JS plugin: insert custom JS plugins into the Dashboard.

2.2.2 Components

2.2.2.1 BI Components

2.2.2.1.1 Global Filter

Global Filter: includes Person and Date filters. By default both are enabled, unlocked, and apply to all charts. When enabled, charts follow the system default filtering logic: applicable charts inherit Person/Dept. and Date filter selections from the Dashboard-level data scope. If a chart has no data scope configured, the system automatically supplements Owner / Primary Dept. and Date fields for filtering.
- Attributes: configure Global Filter properties:
  - Applicable charts: default = all charts; options: Predefined charts or Custom charts.
  - Lock: default = unlocked. When locked, regular users cannot change Global Filter settings when viewing the Dashboard. Enterprise-level Dashboards cannot unlock the Person filter.
  - Chart-level Filter Configuration: allows you to configure, per chart, whether it follows the Global Filter and which field to use. Charts without explicit chart-level configuration still follow system default logic.
  - Override user’s saved defaults:
    - If checked, the Dashboard updates the viewer’s saved default values for the corresponding filter conditions when they view the Dashboard.
    - If unchecked, it does not update viewers’ saved defaults.

Goal Rule Filter: Only CRM Admins, Reports Admins, and Goal Rule Admins can configure a Goal Rule global filter when editing a Dashboard. You can adjust visibility, order, and default values for Goal Rule filters.

Style: configure Global Filter styling:
- Title:
  - Name: set the Global Filter title
  - Show title: off by default; enable to show
  - Alignment: default left; switch to center or right
  - Font color: set the title color
  - Font size: set the title size
  - Border style: follows theme by default; choose from 28 presets
- Background:
  - Material: background image/pattern; follows theme by default; choose from 28 presets
- Color: set the background color

2.2.2.1.2 Custom Filters

Custom Filter: configure custom Dashboard filters.
- Attributes:
  - Filter field: supports filtering by Account Name, Stage, Province, Primary Attribute, Single-choice fields — comparison operator = contains; supports default values. Supports Date/DateTime fields where the comparison operator follows what charts in the Dashboard data scope use. Date/DateTime custom filters are mutually exclusive with the Global Filter Date; you can only use custom Date/DateTime filters if the Global Filter Date is disabled.
  - Show operator and suffix: choose whether to show the comparison operator and suffix. Disabled by default; enable to set custom names for operator and suffix.
  - Chart list: based on the selected filter field, the editor will list all applicable charts by default.
  - Filter name: set the display name for the custom filter.
  - Default values: set default values for the custom filter and choose whether to override users’ saved defaults.
- Style: same styling options as Global Filter.

2.2.2.1.3 Charts

Charts: add preset or custom charts to the Dashboard. You can add up to 15 charts.
- Create new chart: You can create a new Report, Chart, or Joined Report. See:
  - Reports: https://help.fxiaoke.com/5df3/5df2/8394
  - Charts: https://help.fxiaoke.com/5df3/dfdb/ab25/39f6
  - Joined Report: https://help.fxiaoke.com/5df3/28c6/4090

Chart — Style:
- Title:
  - Name: set the chart component name
  - Show title: enabled by default; uncheck to hide
  - Alignment: default left; switch to center or right
  - Font color: set title color
  - Font size: set title size
  - Border style: follows theme by default; choose from 28 presets
- Background:
  - Material: background image/pattern; follows theme by default; choose from 28 presets
  - Color: set background color
  - Chart palette: set the chart color scheme; follows theme by default; choose from 21 presets
- Sync style to same components: apply this component’s style to other components of the same type

Chart component actions:
- Shows current chart type by default
- Edit name: change the chart name
- Edit: users with chart edit permission can click to open the chart editor
- Delete: remove this component from the Dashboard
- Navigate / Link: Rich Text and Chart components support navigation configuration. If chart supports “linking” (interaction), the control displays as “Interaction Config (Link/Navigation)”

Navigation settings: After entering Navigation configuration, select the target Dashboard to navigate to. The selection list includes all personal Dashboards you can view except the current one.
- Pass filter values: when enabled, the current Dashboard’s Global and Custom Filter values are passed into the target Dashboard’s Global Filter or Custom Filter fields (matching by field). If no matching target fields exist, passed values default to empty.
- Default navigation behaviors:
  - Drill / View details: chart performs its own drill-down or view-details action
  - Navigate: jump to the target Dashboard

Link Interaction: charts that can initiate linking will show a dedicated button.
- Linking configuration:
  - Supported source chart types: single-dimension charts, dual-dimension charts.
  - Linkable targets: charts in the same Subject; Reports, cross-tab reports, and Joined Reports that reference the same reporting Subject/object.
  - Default linking behaviors:
    - Link: Dashboard view prioritizes linked interactions
    - Drill / View details: source chart drills down or shows details
    - Drill and Link: source chart drills down while target charts respond to the link

2.2.2.1.4 Carousel Image

Carousel Image: add rotating images to the Dashboard to display dynamic visual content.
- Attributes:
  - Carousel items: up to 10 images
  - Layout: default = normal; switch to card style

2.2.2.1.5 Rich Text

Rich Text: add rich text blocks to explain data, provide instructions, show personalized content, support cross-department communication, or consolidate analysis.
- Attributes: set text content and display behavior

Rich Text — Style:
- Title:
  - Name: set the component name
  - Show title: enabled by default; uncheck to hide
  - Alignment: default left; switch to center or right
  - Font color: set title color
  - Font size: set title size
  - Border style: follows theme by default; choose from 28 presets
- Background:
  - Material: background image/pattern; follows theme by default; choose from 28 presets
  - Color: set background color

2.2.2.1.6 Tab Container

Tab Container: add a tabbed container to hold charts and other components for organized viewing.
- Attributes:
  - Tabs: add or remove tabs and reorder them
  - Layout: default = normal; options: wrapped or capsule

Tab Container — Style:
- Title:
  - Name: set component name
  - Show title: enabled by default; uncheck to hide
  - Alignment: default left; switch to center or right
  - Font color: set title color
  - Font size: set title size
  - Border style: follows theme by default; choose from 28 presets
- Background:
  - Material: background image/pattern; follows theme by default; choose from 28 presets
  - Color: set background color
- Tabs:
  - Tab position: default = top; switch to bottom

3. Configure Mobile Dashboards

Mobile configuration builds on the Web settings and allows you to adjust component visibility, order, and component heights for mobile view.

3.1 Global

3.1.1 Global — Component Order & Visibility

Follow Web: default — mobile follows Web component order and does not support per-user reordering.
Mobile Independent: allows adjusting component visibility and order for mobile, based on the Web configuration.

3.2 Components

3.2.1 Global Filter / Custom Filter

Attributes:
- Style: default = sticky capsule; you can change to standard component.

Component height: set a custom height; if not set, system uses the default height

3.2.2 Chart Component

Attributes:
- Component height: set a custom height; if not set, system uses the default height

3.2.3 Rich Text Component

Attributes:
- Component height: set a custom height; if not set, system uses the default height

3.2.4 Tab Container

Attributes:
- Component height: set a custom height; if not set, system uses the default height

4. Save a Personal Dashboard

Click Save to rename the Dashboard, choose the save location, and configure View and Action permissions. After configuring, click Confirm to complete the new Personal Dashboard.
- View permissions:
  - Public: visible to everyone who has View permission for Custom Personal Dashboards in the backend feature permission settings.
  - Private: visible only to specified users who have View permission for Custom Personal Dashboards in backend feature permissions.
    - Additionally: you can grant those viewers access to view all charts inside the Dashboard when Dashboard view permission is Private.
- Action permissions:
  - Edit: users who can view the Dashboard and have Edit permission for Custom Personal Dashboards in backend feature permissions can edit the Dashboard.
  - Delete: users who can view the Dashboard and have Delete permission for Custom Personal Dashboards in backend feature permissions can delete the Dashboard.
  - Export: users who can view the Dashboard and have Export permission for Custom Personal Dashboards in backend feature permissions can export the Dashboard.

5. Create an Enterprise Dashboard

Only CRM Admins and Reports Admins can create Enterprise Dashboards. Creation steps mirror Personal Dashboards; choose Enterprise as the Dashboard type when creating. Enterprise Dashboards have View permission set to Private only, and Action permissions cannot be configured for Enterprise Dashboards.

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Definition and Related Concepts of Dashboards

View Dashboards