Pipeline, deals, conversions, campaigns, team activity, and everything in between live in your pocket. You get on-the-go access to any important dashboards and their metrics. Let's learn how to use and view them!
At the bottom selector, open the Apps section.
Tap Dashboards, so your default dashboard loads automatically.
Customising Your View
To switch dashboards, use the drop-down selector at the top.
Navigate between your dashboards and dashboards shared with you, then select your desired board.
Use the calendar icon to define the time frame for the results.
To apply filters to a metric, click the two-line icon.
Select the property to use by tapping it.
Click the purple star icon to generate AI insights.
A quick read of your metrics will open up at the bottom.
Click the two-arrow icon to expand the widget.
Refresh intervals are handled for you, so there's no lag or drift between what you see on your phone and what your team sees on the web. This helps you act instantly and with confidence. We hope you enjoy it!