HowdyBellHelp Center
/
  1. Help Center
  2. Dashboards and reporting

Use dashboards

Arrange widgets to track key business metrics in one place.

Updated October 5, 2026

Dashboards let you see your most important numbers at a glance. You can build your own view by adding widgets and arranging them how you like.

Dashboard screen with widgets
Dashboard screen with widgets

Steps

  1. Click Dashboard at the top of the left icon rail.
  2. Pick a dashboard from the menu at the top left, or make a new one.
  3. Click New dashboard to start a blank one, or Duplicate to copy the current one.
  4. Click Add widget to open the widget picker.
  5. Choose a widget type like Scorecard, Line chart, Bar chart, Donut, or Table.
  6. Select the metric you want to track, such as Leads or Won value (USD).
  7. Set the Date range for the widget.
  8. Drag the widget to a new position on the grid.
  9. Resize the widget by dragging its edges.

Good to know

  • You can create multiple dashboards for different teams or goals.
  • Widgets update based on the date range you select.
  • You can filter widgets by attribution fields like Source or UTM campaign.
  • Changes to the layout are saved automatically when you drop a widget.
Use dashboards | HowdyBell Help Center