Monitor Team Dashboards
Every pre-built team comes with a performance dashboard that fills with real metrics once you connect your tools.
TL;DR
Every pre-built team comes with a performance dashboard. Connect your tools (CRM, calendar, analytics) and your dashboard fills with real metrics automatically. No setup beyond connecting.
What You See
The team dashboard shows performance metrics pulled directly from the tools your team uses. Each metric card displays a current value, a trend indicator, and the time it was last updated.
| Metric type | What it means | Example |
|---|---|---|
| Directly pulled | Raw data from a connected integration | Deals closed, emails sent, tickets resolved |
| Computed | Rates and averages derived from raw data | Response rate, close rate, average deal size |
| Coming soon | Metric that requires an integration not yet connected | Grayed out with a connect prompt |
Pre-Built Teams and Their Dashboards
Each pre-built team comes with a dashboard designed for that function.
| Team | What the dashboard tracks |
|---|---|
| Sales | Pipeline value, deals closed, outreach activity, win rate, average deal size |
| Marketing | Campaign reach, lead volume, conversion rate, content performance |
| Customer Support | Ticket volume, resolution time, CSAT score, open ticket count |
| Operations | Task completion rate, process throughput, bottleneck metrics |
| Research | Sources reviewed, reports generated, insight velocity |
Custom teams do not have dashboards by default. See the FAQ below.
How to Connect Data Sources
Metrics populate automatically once you connect the relevant integration to an employee on the team.
- Go to your Workspace and open a team
- Click the Dashboard tab
- Cards with no data show a Connect button indicating which integration is needed
- Click Connect, complete the OAuth flow, and return to the dashboard
- The dashboard refreshes and the metric card fills with live data
You do not need to configure individual metrics. The dashboard knows which tool supplies which metric and pulls data automatically.
Refreshing Data
| Refresh method | How to use it |
|---|---|
| Automatic | The dashboard refreshes every hour in the background |
| Manual | Click the refresh icon in the top-right corner of the dashboard to pull the latest data immediately |
The timestamp under each metric card shows when that metric was last updated.
What Happens Without Integrations
If no integrations are connected, all metric cards appear in a grayed-out "no data" state. Each card shows which integration it needs. You can still see the full dashboard layout and understand what will populate once you connect.
Tips and Tricks
- Connect integrations at the team level. When a team member has an integration connected, the whole team's dashboard benefits from that data source
- Check the dashboard before your weekly review. Dashboards summarize what your team delivered so you can give better direction at the next sprint
- Use coming-soon metrics as a shopping list. If a metric you need is grayed out, it tells you exactly which integration to connect next
Good to Know
- Dashboards are read-only. You cannot edit metric cards or add custom metrics on non-enterprise plans
- Metric definitions are standardized per team type. The Sales team's "deals closed" always means the same thing regardless of which CRM you connect
- Historical data depends on your integration. Some tools only return data from the point of connection, not retroactively
- Dashboards are visible to all workspace members, not just the team members
Frequently Asked Questions
Q: Where does the dashboard data come from? A: Data comes from integrations connected to employees on the team. For example, a Sales team's deal data comes from a connected CRM like HubSpot or Salesforce. No manual data entry is needed.
Q: Can I create a dashboard for a custom team? A: Custom team dashboards are an enterprise feature. On non-enterprise plans, only pre-built teams include dashboards. Custom teams show an upgrade prompt.
Q: How often does the data refresh? A: Automatically every hour. You can also click the refresh icon at any time to pull the latest data immediately.
Q: What if I don't have any integrations connected? A: All metric cards appear grayed out with a prompt showing which integration each card needs. The dashboard layout is visible so you know exactly what will populate once you connect.
Q: Can I rearrange the dashboard cards? A: Not currently. Card layout is fixed per team type to keep dashboards consistent and comparable across workspaces. Custom layouts are on the roadmap.