Infinity3 Help Centre

Build a focused dashboard for the figures your team checks regularly, such as new enquiries or active opportunities.

Before you start

You’ll need dashboard creation and editing access. Decide what question the dashboard should answer before adding widgets.

Create the dashboard

1. Open Dashboard and its dashboard selection menu.
2. Select Add Dashboard → Create a Blank Dashboard.
3. Enter a descriptive name.
4. Keep it private while you build it, or configure the available role permissions.
5. Confirm to create it.

Add and configure widgets

1. Enter edit mode using the pencil icon and select Add Widget.
2. Choose an available metric and chart type.
3. Give the widget a clear title.
4. Check its date field, reporting period and any conditions.
5. Save the widget, arrange it on the dashboard and save the layout.

Available settings vary by widget. Use a number for a headline total, a bar chart for category comparisons or a line chart for trends.

Check before sharing

Compare a small sample with the underlying records. Make sure titles explain what the figures represent.

For example, label a deal-value widget “Won opportunity value” rather than “Payments received”.

Start with a few useful widgets. Ask Infinity3 for help if the required metric or editing controls are unavailable.