Published at: 2026-09-17
Dashboard component reference
Use this reference to quickly look up the purpose, configurable items, and known limitations of each component when designing a dashboard on Web.
Global Filter
The global filter includes two filter conditions: personnel and date. Both are enabled and unlocked by default and apply to all charts.
When a chart filters by the system’s default logic, it follows the global filter based on the personnel/department and date fields set in the chart’s data range. If the chart’s data range does not set these fields, the system automatically adds the owner/primary department and date fields for filtering.
Properties
| Config Item | Description |
|---|---|
| Applicable charts | Applies to all charts by default. You can change it to apply to preset charts or custom charts. |
| Lock | Unlocked by default. When locked, regular employees cannot adjust the global filter when viewing the dashboard. The personnel filter of Enterprise dashboards cannot be unlocked. |
| Chart-level filter configuration | Set for each chart whether to follow the global filter and which field to use for filtering. Charts without configuration still filter by the system’s default logic. |
| Override the user-saved default value | Supported only for Personal dashboards. When selected, updates the default value of the corresponding filter condition for viewers. When not selected, it is not updated. |
Styles
| Area | Configurable Items |
|---|---|
| Title | Name, whether to display the title, font position, font color, font size, and border style. Title display is off by default; font position defaults to Left and can be switched to Center or Right; the border style follows the theme by default, with 28 preset styles. |
| Background | Background material and color. The material follows the theme by default, with 28 preset styles. |
Goal Rule Filter
The Goal Rule filter configures the global filtering of goal rules.
- Only CRM administrators, reports administrators, and goal rule administrators can configure it when editing a dashboard.
- You can adjust the visibility, display order, and default values of goal rules.
Custom Filter
The custom filter sets custom filter conditions for a dashboard.
Properties
| Config Item | Description |
|---|---|
| Filter field | Filter by account name, process stage, province, primary attribute, and single-select types. The comparison operator is Belongs to, and you can set a default value. Date and Date Time fields can also be filtered, using the comparison operator used in the chart data range within the dashboard. |
| Relationship with the global date filter | A custom filter on a Date or Date Time field is mutually exclusive with the date field in the global filter. It can be used only after the global date filter is disabled. |
| Show comparison operator and suffix | Not selected by default. When selected, you can set the comparison operator name and suffix name. |
| Chart name | Based on the selected filter field, shows all applicable charts by default. |
| Filter name | Set the name of the custom filter field. |
| Advanced filter settings | Set the default value, optional values, whether to lock, and whether to override the user-saved default value. Enterprise dashboards can only set the default value; setting optional values, locking, and overriding the user-saved default value are not supported. |
Styles
The style configuration of the custom filter is the same as that of the global filter. You can configure title and background styles.
Chart
The chart component adds preset charts or custom charts to a dashboard.
Quantity Limit
- A dashboard supports up to 15 charts.
Add and Edit
- You can create a report, chart, or joined report.
- The component shows the current chart type by default.
- You can edit the chart component name.
- Personnel with edit permission on the current chart can enter the chart edit state to adjust the chart.
- You can delete the chart components displayed in the dashboard.
Styles
| Area | Configurable Items |
|---|---|
| Title | Name, whether to display the title, font position, font color, font size, and border style. Title display is on by default; font position defaults to Left and can be switched to Center or Right; the border style follows the theme by default, with 28 preset styles. |
| Background | Background material, color, and chart color scheme. The background material follows the theme by default, with 28 preset styles; the chart color scheme follows the theme by default, with 21 preset styles. |
| Style sync | Sync the current component’s styles to other components of the same type. |
Navigation
The chart component supports navigation to another personal dashboard that is visible to the current user.
- You can pass the current dashboard’s global and custom filter conditions to the target dashboard. If no condition matches, the passed value is empty.
- The default navigation action can open the chart’s drill-down or details view, or navigate to the target dashboard.
Cross-filtering
Charts that support cross-filtering show a cross-filtering button.
| Config Item | Description |
|---|---|
| Chart types that can initiate cross-filtering | Single-dimension charts and dual-dimension charts. |
| Selectable range of linked charts | Charts on the same subject, reports, pivot reports, and joined reports that contain the chart’s subject object. |
| Default cross-filtering method | Cross-filtering, drill-down/details, or both. When Cross-filtering is selected, the view prioritizes the filtering effect. |
Carousel
The carousel dynamically displays image information in a dashboard.
| Config Item | Description |
|---|---|
| Carousel items | Supports up to 10 images. |
| Appearance | Defaults to Normal and can be switched to Card. |
Rich Text
Use rich text to explain data in detail, provide operating instructions, present personalized content, facilitate cross-department communication, and integrate analysis reports.
Properties
You can set the text content and its display effect.
Styles
| Area | Configurable Items |
|---|---|
| Title | Name, whether to display the title, font position, font color, font size, and border style. Title display is on by default; font position defaults to Left and can be switched to Center or Right; the border style follows the theme by default, with 28 preset styles. |
| Background | Background material and color. The material follows the theme by default, with 28 preset styles. |
The rich text component supports jump configuration.
Tab Container
The tab container holds components such as charts in one container and lets you view them by tab.
Properties
| Config Item | Description |
|---|---|
| Tabs | Supports adding and deleting tabs and reordering tabs. |
| Appearance | Defaults to Normal and can be switched to Wrapped or Capsule. |
Styles
| Area | Configurable Items |
|---|---|
| Title | Name, whether to display the title, font position, font color, font size, and border style. Title display is on by default; font position defaults to Left and can be switched to Center or Right; the border style follows the theme by default, with 28 preset styles. |
| Background | Background material and color. The material follows the theme by default, with 28 preset styles. |
| Tab | Set the tab position. Defaults to Top and can be switched to Bottom. |