Learn the ins and outs of creating your perfect sales dashboard.
With a clean and customized dashboard screen, you can always be on top of your game with Nutshell!
Create dashboard cards
Dashboard cards are designed so you can quickly see your most important data. Each user in your Nutshell account can customize their own dashboard to see metrics, lists, quotas, the sales pipeline, a leaderboard, and a general summary.
Step 1: Click an empty slot and select your card type
Step 2: Give your card a name.
Step 3: Choose your card options.
Step 4: Rearrange your cards by dragging & dropping the title bars.
Toggle between Sales and Activities. For a Sales leaderboard, select filters for Assignee, Date range, and Tags. For an Activities leaderboard, select filters for Participants, Date range, and Activity type.
The Metrics card shows your new leads, open leads, and sales volume relative to the same point during the previous time frame. Customize the time frame you are viewing on the card by choosing from the filters.
Select one of your saved company, people, or lead lists to see a preview of the list on your dashboard. You will be able to quickly click through to see your full list, directly from the dashboard.
Click here to learn how to create saved lists!
The list summary card shows you an overview of up to six saved lists. You will see the name of each saved list, the number of leads in that list, and the total value of those leads.
The pipeline card allows you to see how many leads are currently at each stage. You can see the number and total value of the leads currently at every stage. Use this card to get an at-a-glance view of your pipeline.
Quotas (Nutshell Pro)
You can add up to six quotas to a single card. Select the assignee and quota type from the lists. The quota card changes when you add more than one quota to the card. Create multiple quota cards if you prefer the single quota view.
Your quota cards can include both sales and activity quotas.
The black line represents the ideal progress toward a quota if you are working at a steady, even pace. The red or green bar represents your actual progress toward your quota. If your bar is red, you are behind where you would need to be during the week (activity) or month (sales) to reach your goal. If the bar is green, you are on target or ahead of your weekly activity quota or monthly sales quota.
Can I share the cards I have created with my team?
No; Each person needs to set up their own dashboard cards.