Manage Dashboard Cards

Dashboard Cards let you customize your team's home page with important metrics, quick links, and data summaries.

What are Dashboard Cards?

Dashboard Cards appear on your team's main dashboard and can display:

• Statistics and metrics
• Data View previews
• Recently changed records
• Quick access to Data Collections

Accessing Dashboard Cards

1. Navigate to Admin → Dashboard Cards
2. Switch between "Cards" and "Stat Items" tabs

Card Types

Stat Items Card

Displays multiple statistics in a grid:

• Record counts
• Sum or average of numeric fields
• Records with specific tags
• Activity counts

Data View Card

Shows a preview of a Data View:

• Quick access to important data
• Filtered view of records

Recently Changed Card

Lists recently modified records across collections

Data Collections Card

Quick links to your Data Collections

Creating a Card

1. Go to the Cards tab
2. Click Create Card
3. Configure:
   • Title - Card header text
   • Subtitle - Optional secondary text
   • Type - Select card type
   • Icon & Colors - Visual styling
   • Display Order - Position on dashboard

Creating Stat Items

For Stat Items cards, first create the individual stat items:

1. Go to the Stat Items tab
2. Click Create Stat Item
3. Configure:
   • Title - Stat label
   • Query Type - What to count/calculate
   • Data Source - Collection, field, or tag to query
   • Icon & Colors - Visual styling

Query Types

Impact on Users

• Dashboard Cards appear for all users on the team home page
• Stats respect user permissions - users see counts for data they can access
• Cards provide at-a-glance insights without running reports