---
title: Find your way around dashboards in Infinity3
description: "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…"
url: "https://www.infinity3.co.uk/help/find-your-way-around-dashboards-in-infinity3/"
updated: "2026-10-08"
category: "Infinity3 Platform / Reporting & Dashboards"
---

# Find your way around dashboards in Infinity3

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.