Knowledge Base

Learn about features, integrations, customizations and more.

What are Dashboards?

Wealthbox Support
Wealthbox Support
  • Updated

The Dashboard feature offers an at-a-glance summary of your workspace data, highlighting the information that’s most important to individual users or teams.

Dashboards are a collection of "Widgets” that display charts and graphs of your data via reports created in Wealthbox. Once you have identified the goal of a dashboard, the first step is to create a report that pulls the data you want highlighted. 

Customizable dashboards are available on Premier and Enterprise plans.

See also:


Key Features of Wealthbox Dashboards

  • Custom Widgets: Add widgets for tasks, events, contacts, opportunities, and pipelines.
  • Drag-and-Drop Layout: Reorganize components for a tailored view.
  • Real-Time Updates: Reflect the latest activity and CRM data instantly.
  • Multiple Dashboard Views: Create dashboards for different roles or workflows (e.g., sales, client onboarding, marketing).
  • Permissions & Sharing: Share dashboards across team members or keep them private.

Use Cases

  • Sales Teams: Track leads, pipeline velocity, and closed deals.
  • Advisory Teams: Monitor client onboarding steps and touchpoints.
  • Executives: View company-wide performance and KPIs.
  • Support Teams: Track open Tasks and Workflows.
  • CRM Data Health: Surface incomplete records, stale opportunities, missing contact information, and data inconsistencies to maintain the accuracy and reliability of your CRM database.

Wealthbox users can create “widgets” to display a range of dynamic charts and graphs to better analyze their business.

Administrators can grant permission to users giving them the ability to create and modify dashboards that display all data within a workspace.

Users can create dashboards to display only their data, or if given specific permission mentioned above, users can also create dashboards that reference all users’ data. For example, the dashboard below is configured to display all users’ data and is visible to everyone in the firm.