Infinity3 Help Centre

Use dashboards to review key figures and spot areas that need attention before opening the underlying records.

Before you start

You’ll need access to Dashboard. The dashboards and data available depend on your account setup and permissions.

Open a dashboard

1. Log into the Infinity3 Platform at app.infinity3.ai.
2. Open Dashboard from the left-hand menu.
3. Choose the intended dashboard if more than one is available.
4. Check the date range and active filters.
5. Review the relevant widgets.

A widget is an individual reporting block, such as an opportunity count, appointment chart or table.

Understand the figures

Read the widget title and check what it measures. Counts, monetary values and percentages describe different aspects of performance.

Open supporting records or a detailed report where available before deciding what action to take.

Customise your view

If you have editing permission, use the dashboard’s edit controls to add, configure or rearrange widgets. Check the dashboard’s sharing scope before changing a view used by colleagues.

Things to know

• Different widgets can use different filters or date rules.
• Your permissions may limit the data shown.
• Connected-service widgets need the relevant integration and available data.
• A dashboard summary does not replace reviewing individual customer records.

If a figure looks unexpected, check the widget configuration and contact Infinity3 with the dashboard, widget and period selected.