Dashboards and reporting

Dashboards give you a visual overview of your workspace data. Add chart widgets, metric cards, calendar heatmaps, and custom HTML blocks to build the

Calendar heatmap widget

The calendar heatmap displays an entire year of activity on a single widget, with each day coloured by intensity to show how much happened.

Chart widgets

Chart widgets turn raw data from tasks , invoices , time entries, transactions , contacts , proposals , and contracts into visual patterns.

Custom page data sources and filters

Every widget on a custom page connects to a data source that determines what data it displays, and filters narrow that data to a specific slice.

Custom page layout and grid

Widgets snap into place on a drag-and-drop grid that auto-snaps to a column system, so custom pages take shape through positioning and resizing rather...

Custom page templates

A custom page's entire configuration, including widget layout, types, data sources, and filters, can be saved as a template and reused when creating new...

Custom pages overview

Revenue, project health, team workload, and invoice payment status all surface on a single screen through custom pages.

Metric text and metric list widgets

Metric text widgets distil a data source down to a single headline number, and metric list widgets rank items from that same data in order.

Notes, image, and HTML widgets

Not every widget on a custom page needs to pull from a data source. Notes, image, and HTML widgets add static content to a custom page, providing context,...