Getting Started w/ Dashboards

14 guides covering getting started w/ dashboards on the Sparkforge platform.

• Dashboard Summary AI Dashboard Summary AI reads any Sparkforge dashboard and produces a plain-language summary of trends, risks, and recommended next steps, plus widget-level insigh
• Dashboard: Opportunities, Pipeline Value, Conversion Rate, Funnel, Stages Distribution The Sparkforge pipeline dashboard shows Opportunities, Pipeline Value, Conversion Rate, Funnel, and Stages Distribution. The Funnel chart assumes leads pass thr
• Duplicate Dashboards From the source dashboard's 3-dot action menu, choose Duplicate to another sub-account, name the copy, pick the target sub-account, click Duplicate. Reconnect a
• How To Clone A Subaccount Dashboard Open the source dashboard, click the 3-dot action menu, choose Clone, name the copy, set its permissions, and click Clone to save.
• How To Create A Custom Dashboard In your sub-account, open Dashboard → Add Dashboard, name it, set permissions, then add widgets via Quick Start, manual add, or edit mode. Save changes when don
• How To Pin Favorite Dashboards Open the Dashboard Selection menu, find the dashboard, and click the pushpin icon to turn it blue. Pinned dashboards always sit at the top of the list.
• How to Edit a dashboard Open the dashboard, click the pencil icon to enter edit mode, change the name or widgets as needed, and click Save Changes. Only owners can edit.
• How to change the Timezone for a Dashboard Open any dashboard, click the 3-dot menu top-right, choose Manage Dashboard Timezone, pick the timezone, and save. The setting follows the logged-in user across
• How to load snapshots with Dashboards Build a dashboard once in a source account, save it as an agency snapshot, then load that snapshot into any sub-account. Private dashboards are excluded — only
• How to set a Default Dashboard Open the dashboard you want as default, click the three-dot menu in the top right, and choose Set as Default. Account Admins or Agency users with full dashboard
• How to switch Timezones for your Dashboards Open any dashboard, click the 3-dot menu, choose Manage Dashboard Timezone, and pick your zone. Available on all plans and roles.
• How to use "Only Assigned Data" setting with Dashboard Only Assigned Data restricts a team member's dashboards to records assigned to them. Set it in Settings, My Staff, under Data Visibility Scope.
• Manage Dashboard Permissions in Sparkforge Each dashboard supports four permission levels — Full, Edit, View, No Access — assignable to Agency User, Account Admin, and Account User. Only owners or Full-a
• Quick Filters on Dashboards Quick Filters let any dashboard viewer slice custom widgets by a chosen property without editing the dashboard. Filters apply per-user, save to the browser sess