> ## Documentation Index
> Fetch the complete documentation index at: https://docs.upshiftcloud.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Dashboards

> Learn the basics of reporting and dashboards in Upshift.

## Understanding Dashboards

Dashboards in Upshift provide a visual way to track your key performance metrics and gain insights from your data.

<img src="https://mintcdn.com/exceev-group/CHPK8vXtQ8HFh6iV/images/user-guide/dashboard/dashboards_v2.png?fit=max&auto=format&n=CHPK8vXtQ8HFh6iV&q=85&s=a4893b4bcc5957e95d55b0436711b877" alt="Dashboards" width="1280" height="832" data-path="images/user-guide/dashboard/dashboards_v2.png" />

## Key Concepts

### Dashboards

A dashboard is a collection of tabs that display your data at a glance. You can create multiple dashboards for different purposes:

* Sales performance
* Team activity
* Pipeline health
* Custom metrics

### Tabs

Tabs allow you to organize your dashboard into sections. Each tab contains one or more widgets.

### Widgets

Widgets are individual visualizations that display specific data. Types include:

* Bar charts
* Pie charts
* Line charts
* Aggregate charts
* iFrames
* Rich text

<Note>
  **Current limitations**:

  * Exporting dashboards and sharing with external users (non-Upshift users) are not available at the moment.
  * Gauge charts are not yet available.
</Note>

## Getting Started

### Creating Your First Dashboard

1. Navigate to the **Dashboards** section
2. Click **+ New Dashboard**
3. Give your dashboard a name
4. Add tabs to organize your content
5. Add widgets to display your data
6. Save

### Adding Widgets

1. Open a tab on your dashboard
2. Click **+ Add Widget**
3. Select the widget type
4. Choose the data source (object)
5. Configure the widget settings
6. Save and view your widget

## Best Practices

* **Start simple**: Begin with a few key metrics and add more over time
* **Focus on actionable data**: Display metrics that drive decisions
* **Regular review**: Check your dashboards regularly to spot trends
* **Share with team**: Make dashboards visible to relevant team members

## Next Steps

* [Widgets and visualizations](/en/user-guide/dashboards/capabilities/widgets)
* [Chart settings reference](/en/user-guide/dashboards/capabilities/chart-settings)
* [Dashboards FAQ](/en/user-guide/dashboards/how-tos/dashboards-faq)


This documentation is built and hosted on [Mintlify](https://mintlify.com), a developer documentation platform.