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Dashboards in Twenty help you visualize key metrics, track performance, and make data-driven decisions. Create custom dashboards tailored to your team’s needs.

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What are dashboards?

Dashboards are collections of widgets that display data from your Twenty workspace. Each dashboard can contain multiple widgets showing different views of your data.

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Dashboard widgets

Twenty supports various widget types:
  • Charts: Line, bar, pie, and area charts
  • Metrics: Single number KPIs with trend indicators
  • Tables: Filtered views of your data
  • Lists: Top items by any criteria

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Creating a dashboard

To create a new dashboard:
1

Navigate to dashboards

Click on Dashboards in the main navigation menu.
2

Click new dashboard

Click the + New Dashboard button in the top right.
3

Name your dashboard

Give your dashboard a descriptive name (e.g., “Sales Overview”, “Support Metrics”).
4

Add widgets

Click + Add Widget to start adding visualizations to your dashboard.

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Adding widgets

Each widget type serves a different purpose:
Display trends over time or compare values:
  1. Select Chart as the widget type
  2. Choose your data source (object)
  3. Select the chart type (line, bar, pie, area)
  4. Configure the X and Y axes
  5. Add filters to refine the data
  6. Click Save
Use line charts for trends, bar charts for comparisons, and pie charts for proportions.

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Dashboard examples

Here are some common dashboard configurations:

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Sales dashboard

  • Revenue metric: Total revenue closed this month
  • Pipeline chart: Opportunities by stage (bar chart)
  • Win rate: Percentage of won opportunities
  • Top deals table: Largest open opportunities

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Support dashboard

  • Open tickets metric: Current open support tickets
  • Resolution time: Average time to close tickets
  • Tickets by priority: Pie chart showing ticket distribution
  • Recent tickets table: Latest support requests

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Marketing dashboard

  • New leads metric: Leads created this month
  • Lead source chart: Where leads are coming from
  • Conversion rate: Percentage of leads becoming customers
  • Campaign performance table: Active campaigns and metrics

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Customizing widgets

After creating a widget, you can customize it:
  • Resize: Drag the widget corners to adjust size
  • Move: Drag the widget header to reposition
  • Edit: Click the edit icon to modify settings
  • Delete: Click the delete icon to remove

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Filters and date ranges

Most widgets support filtering:
  • Object filters: Show only records matching certain criteria
  • Date ranges: Last 7 days, this month, this quarter, custom range
  • User filters: Filter by record owner or creator
Dashboard filters apply to all widgets on the dashboard, while widget filters only affect that specific widget.

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Sharing dashboards

Dashboards can be shared with your team:
1

Open dashboard settings

Click the settings icon in the top right of the dashboard.
2

Set sharing permissions

Choose who can view the dashboard:
  • Private: Only you
  • Team: All workspace members
  • Specific roles: Select which roles can access
3

Save sharing settings

Click Save to apply the sharing permissions.

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Auto-refresh

Dashboards automatically refresh data:
  • Active viewing: Updates every 30 seconds
  • Background: Updates every 5 minutes
  • Manual refresh: Click the refresh icon anytime

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Best practices

Create separate dashboards for different purposes rather than one large dashboard with everything.
Name dashboards and widgets clearly so team members understand what they’re viewing.
Match the date range to the metric - daily for operational metrics, monthly for strategic ones.
Aim for 4-8 widgets per dashboard for optimal performance and readability.

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Next steps

Views

Learn about table and kanban views

Filters

Master filtering and sorting data

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