Knowledge Base

Springboard is a home for your existing dashboards. It lets you quickly flip between them using tabs, and reduces any clutter you may have experienced when using multiple dashboards at once. It opens on login and

In this example we will build a Dashboard that gives you an overview of the performance of your Sales Team. The end result will look like this: Stage 1: Create Reports In order to populate the

Dashboards can be added as a Tab to the Form Layout for Records within Workbooks. This Custom Field type allows you to display an entire Dashboard within the Record and apply constraints to only show

You can create multiple views within a dashboard, each with different filters applied, to present data in various formats tailored to specific needs To add a View to a Report, go to Start > Dashboards

Dashboard Fields allow you to apply a filter to multiple elements within your Dashboard simultaneously and then apply them in bulk. This can be used when you want to see an individual’s performance when looking

An overview of what Dashboards are and what kind of information they can store.