Dashboards are where everything comes together. They transform your contacts, deals, payments, expenses, and report data into visual charts, stats, and tables that help you understand your business at a glance.

Types of dashboards

Limitlytics offers three kinds of dashboards:

Accessing dashboards

Dashboards are accessible from the left sidebar:

• Sales Dashboard, Financial Dashboard and Sources Dashboard are always listed
• Custom Dashboards appear as additional items once created

Important: Dashboards are only visible to admin users. If you're a regular user and don't see dashboards in your sidebar, that's by design. Ask your team admin if you need access.

Period filtering

All dashboards include a period selector at the top that controls the date range for the displayed data.

Available periods include options like:

• Last 7 days
• Last 30 days
• Last 3 months
• Last 6 months
• Last 12 months
• And more

Changing the period refreshes all widgets on the dashboard to show data for the selected timeframe.

Note: Dashboard data typically excludes today's date to ensure complete daily data.

Managing dashboards

To manage your custom dashboards:

1. Navigate to Settings > Dashboards
2. You'll see a list of all your custom dashboards
3. From here you can:
   • Open a dashboard to view or edit it
   • Delete a dashboard you no longer need

Note: Deleting a custom dashboard only removes the dashboard layout. Your underlying data (submissions, contacts, deals, etc.) is not affected.

Next steps

• Sales Dashboard -- understand every widget on the Sales Dashboard
• Financial Dashboard -- understand every widget on the Financial Dashboard
• Sources Dashboard -- understand every widget on the Sources Dashboard
• Custom Dashboards -- build your own dashboards (Platinum)