Custom dashboards

Use Dashboards for the standard reporting views. Use Custom dashboards when you want your own combination of metrics, filters, charts, and interactions.

1. Open Custom dashboards under Activity and select New dashboard.
2. Describe the audience, data, time window, and question the dashboard should answer.
3. Specify the controls you need, such as a date filter, sortable table, or chart that reveals more detail.
4. Send your request and review the dashboard Athean builds alongside the conversation.

You can also start with Rep leaderboard, Call outcomes board, or Sequence task tracker, then adapt the request.

Build a dashboard for our weekly team review. Show calls, emails, and meetings by rep for this quarter, with a sortable table and a chart of the top 10. Add a date filter. Explain the data sources and how each metric is calculated.

Explain the decision you want to make, as well as the numbers you want to see. For example, ask to identify accounts that need attention or find where tasks are accumulating.

The data available depends on your connected systems and access. To bring in another platform or internal source, see Integrate more platforms.

Use the dashboard's filters and interactions, then compare a few results with the underlying records. Ask Explain this dashboard to understand its sources, calculations, and controls.

When you can edit, continue the conversation or use Change metrics or layout, Add a filter, and Fix an interaction. Be specific about the part you want changed and the result you expect.

Select Refresh to refresh the dashboard. If Athean reports that the refresh was only partial, some content may still be out of date; resolve that before relying on the results.

If you have view access, you can explore the dashboard and ask how it works. Editing and management actions depend on your permissions.

1. Select Share.
2. Under Access, choose who inside your organization can open and use the dashboard: Owner only, People and groups, or Entire organization. Save your changes, then copy the Internal dashboard link for those teammates.
3. To share outside your organization, configure External sharing separately. Choose Anyone with the link or Specific email recipients, and add recipient emails when needed.
4. Save the external settings, then copy the External share link when it is available.

The internal link requires sign-in and dashboard access. It opens the dashboard without including your build conversation. Copying it does not grant access; if a teammate cannot open it, check the saved Access settings.

External viewers see live data requested with the dashboard owner's access. Review the dashboard's data and audience before sharing it. Specific recipients verify their email before opening; anyone-with-the-link sharing requires no sign-in, and its links expire on the date shown in the dialog.

Set external sharing to Off to disable it. Removing a recipient revokes their access when you save. Some sharing controls are read-only if you do not have permission to manage them.

Put a dashboard on a Home or account page tab to keep it beside the rest of your daily work.

1. Open Home or an account, and select a tab you can edit. Tabs managed by your organization cannot take new blocks, so make a personal copy first: on Home, follow Customize your Home; on an account page, use the tab's Duplicate tab to customize control.
2. Select Add block, then choose Custom dashboard.
3. Search for the dashboard by name. Each result shows its owner and when it was last updated, and Already on this tab marks a dashboard the tab already shows. Select Load more when more results are available.
4. Select the dashboard to add it, then arrange it like any other block. To view the full dashboard, use the open icon beside its title; it opens in a new browser tab.

The list shows the dashboards you can open. Adding a dashboard to a tab does not share it. Its existing access settings still apply, and anyone who cannot open it sees Dashboard unavailable in its place. The same message appears if the dashboard has been removed.

Your account page tabs are the same for every account you open. On an account page, the dashboard receives the account you are viewing. On Home, or when you open the dashboard on its own, there is no current account. When you build a dashboard for account pages, tell Athean it will sit on account pages and should show the account being viewed, and describe what it should show when no account is available.

Organization administrators and people with configuration management access can also add a dashboard to a team's Home or account page layout. See Build a layout or field set.

Use the dashboard's More dashboard actions menu to Rename, Duplicate, or open Version history when available.

In Version history, use Save current version to keep a checkpoint before a substantial change. Select Restore on a saved version to return to it.

Return to Custom dashboards to find dashboards by title or owner. Move to trash removes a dashboard from the active library; use Trash and Restore to bring it back where you have permission.