Create and customize your dashboard cards to fit your focuses and needs. From Administration to Sales to Marketing, no matter your department or position, we’ve got you covered with our dashboard suggestions.

We are often asked, “What dashboard cards should I be looking at?” Here are some of our favorites based on your role. 

• Management/Admin
• Sales
• Customer Support/Success
• Marketing and Growth

Unsure of what dashboard cards are available in Nutshell and how to customize them? We’ve got you covered! Check out this article with a complete breakdown of all available dashboard card types in Nutshell and how to customize them.

Management/Admin Dashboard Cards

Are you an Admin or Sales Manager needing full visibility into your sales and how your team is interacting with leads or customers?

• A Sales metrics card is a pre-set card that will show your account’s new leads, open leads, and sales volume relative to the same point during the previous time frame.
• A Leaderboard card will allow you to toggle between viewing your colleagues’ or employees’ won Leads + values and logged Activities. Pro tip: The Sales leaderboard allows you to select filters for Assignee, Date range, and Tags and the Activities leaderboard allows you to select filters for Participants, Date range, and Activity type for a more specific and focused Leaderboard.
• A Pipeline card will show you how many Leads are currently in each stage of a specific pipeline and their totaled values. Pro tip: Add filters to see only Leads assigned to a specific user or Team, Leads associated with specific Tags, Sources, Products or Territories, or Leads that have been marked Hot for high-priority.
• A Team Sales Quota card will show where your Teams are on meeting the monthly sales quotas you’ve set for them. Pro tip: Your quota cards can contain both sales and Activities quotas or you can create multiple quota cards if you prefer the single quota view.
• We also suggest adding the following List cards to your dashboard or combine these lists onto one List summary card! 
• Overdue Leads
• Added this week
• Closing this week
• All open Leads
• Team assigned Leads

A List card allows you to pull your saved People, Companies, or Leads lists into a preview on your dashboard. List summary cards show you an overview of your lists (up to 6) and each list’s overall value. 

Click here to learn how to create saved lists if you haven't used this functionality yet!

Sales Dashboard Cards 

Are you a sales rep needing to stay on top of your active Leads?

• A Sales metrics card is a pre-set card that will show your account’s new leads, open leads, and sales volume relative to the same point during the previous time frame.
• A Leaderboard card is a pre-set card that will allow you to toggle between viewing you and your colleagues’ won Leads + values and logged Activities. Pro tip: The Sales leaderboard allows you to select filters for Assignee, Date range, and Tags and the Activities leaderboard allows you to select filters for Participants, Date range, and Activity type for a more specific and focused Leaderboard.
• A Sales + Activity Quota card will show if you are on track to meet your monthly sales quotas and your weekly Activity quotas. Your quota card can contain both sales and Activities quotas or you can create multiple quota cards if you prefer the single quota view.
• The My open leads card is an available list card that will show you all of your Open Leads and their values. 
• Pro Tip: Add a Hot Leads list card to your dashboard for instant access and visibility of your higher priority Leads. 

Customer Support/Success Dashboard Cards

Are you in-charge of providing support to the contacts within your company’s account? 

We suggest a variety of custom List cards that will give you instant access to the Companies, People, and Leads you’re likely to be communicating with.

Click here to learn how to create saved lists if you haven't used this functionality yet!

• A Newly added Companies, People, or Leads list card (using the Date created filter to establish a time period for creation) will show you who has been recently added into your account and who you could expect to be hearing from at that current time.
• The Closing this week list card is a pre-set Lead list card that will show you which Leads are expected to close within the next 7 days and who you could expect to communicate with leading up to their close.
• A Last contacted Companies, People, or Leads list card (using the Last contact filter) will show you who has been contacted within a specified time period or not all for better outreach visibility.
• A Next activity start time for Companies, People, or Leads list card (using the Next activity start time filter) will show you all upcoming Activities within a specified time period. Pro tip: Add the Assigned to filter for a more focused upcoming Activity list for a specific User on your team. 

Marketing and Growth Dashboard Cards

Are you a part of your company’s marketing or growth teams?

• A Sales metrics card is a pre-set card that will show your account’s new leads, open leads, and sales volume relative to the same point during the previous time frame. Pro tip: We suggest segmenting this card by Product(s), particularly if your sales team is actively promoting specific Products. This will allow you to see which Products may need a marketing boost from your team.
• A Pipeline card will show you how many Leads are currently in each stage of a specific pipeline and their totaled values. Pro tip: We suggest segmenting this card by Source for better visibility of where your Leads are coming from to assist your team with marketing strategies for your various Sources.
• A Newly added Companies, People, or Leads list card (using the Date created filter to establish a time period for creation) will show you who has been recently added into your Nutshell account. Pro tip: Filtering this list by Company Type will allow you to see the types of companies that are being added to your account and what type of businesses your company’s current marketing strategies are attracting.

FAQ

Can I share my dashboard cards with my colleagues? 

No; Each person needs to set up their own dashboard cards. If you have created list cards that you'd like other team members to add to their dashboard, make sure you have shared the list from the Companies, People, or Leads page.