Workspace Dashboards

Article • 5/21/2026 • 1 min read

To open any Dashboard such as Calendar, Daily Planner, Customer Service, or Sales , select the specific dashboard in the left side navigation menu..

Add additional panels to a dashboard from Options > Select Panels. Refer Working with Dashboard Badges and Panels, for more details.

The dashboard automatically remembers and displays the additional panels you select. To restore the default panels to the dashboard, click Options > Restore Defaults.

Click the individual panel to drill down for more details. To get details about any segmented piece of a graph/chart click the respective part. Each panel can be refreshed, and results can be filtered. Additional procedures on filtering data can be found in Filtering Search Data.