Customize View

Customize View lets you build a dashboard tailored to how your team, or you personally, work, by adding visual widgets.

Available widgets:

• Numbers A quick summary of any number-type column. Great for seeing total revenue, number of leads or deal quantities.

• Progress Shows progress against a target or quota you set. Ideal for tracking team performance or individual achievements.

Why use Customize View:

• You can save it as a new view

• You can create more than one for different kinds of analysis

• It's flexible, and works well as a performance summary for your board