Customizable Dashboards beta is here

Customizable dashboards are here! Now you can analyze your sales funnel and get insights to inform your business strategy.

Easily create and share reports with data already in your CRM
See key metrics quickly and identify opportunities for process improvement
Understand your ideal client profile so you can refine your targeting
Close as a team while still understanding individual performance
Create dashboards to compare categories so you know where to invest
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Get a video walk-through of Dashboards from Julie and find out more about this new feature on the Help Center.

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Please note that this is a paid feature. Because many of our teams don’t need this level of reporting, we’ve added this feature to Premium plans so you only pay for what you need. You can upgrade at any time by visiting the Dashboards tab in folk.

Not all sales metrics are useful. Track the ones that matter most.

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