Dashboards

Dashboard Basics & Setup

  • What Are Dashboard Widgets in Fortunyx?

  • Subaccount Dashboard Page - View or Edit

  • How To Create A Custom Dashboard

  • How to Edit a dashboard

  • How to set a Default Dashboard

  • How To Pin Favorite Dashboards

  • Dashboard Summary AI

Creating & Managing Dashboards

  • Duplicate Dashboards

  • How To Clone A Subaccount Dashboard

  • How to Create Templates Using Dashboards

  • How to change and customize your dashboard theme

  • How to Customize Dashboards by Adding Titles, Images, and Text Boxes

  • How to load snapshots with Dashboards

  • How to change the Timezone for a Dashboard

  • How to switch Timezones for your Dashboards

Widget Basics & Layout

  • How to Create & Add Dashboard Widgets

  • Edit widgets on the dashboard

  • Rearrange Widgets on Your Fortunyx Dashboard

  • Resize widgets

  • Duplicating widgets on a dashboard

  • Removing a widget

  • Add Insight Widgets to Your Dashboard from Key Pages

Widget Types by Data Source

  • Email Widgets for Dashboards and Reporting

  • Visitor Data Widgets

  • Google Ads Widgets for Dashboards & Reporting

  • Opportunities Widgets in Dashboards & Reports

  • Contacts Widgets in Dashboards & Reports

  • SLA Widgets for Dashboards & Reporting

  • SMS Widgets for Dashboards & Reporting

  • Services & Rentals Reporting Widgets in Dashboard and Custom Reports

  • Google Analytics Widgets for Fortunyx Dashboards

  • Custom Object Widgets for Dashboard and Reporting

  • Meta Ad Widgets for Dashboards & Reporting in Fortunyx

  • Payments Widget - Dashboard

  • Dashboard: Opportunities, Pipeline Value, Conversion Rate, Funnel, Stages Distribution

  • How Funnels and Stage distribution widgets work

  • How to Add and Utilize the New Sales Efficiency Widget on Your Dashboard

Filters, Metrics & Data Controls

  • Custom Metrics — Metric-level Filters, Meta Ads & Google Analytics Support

  • Create Custom Metrics in Fortunyx Dashboards & Reports

  • Dashboard Widget Filters: Groups, OR Logic, and Chart Picker

  • Attribution and UTM parameters as filters on custom widgets

  • Quick Filters on Dashboards

  • How to use "Only Assigned Data" setting with Dashboard

  • Using Custom Fields in Sub-Account Dashboard Table Widgets

Embeds, Tables & Advanced Configuration

  • How to use Table Charts for Dashboard Widgets

  • Embed External Content on a Fortunyx Dashboard

  • How to inject User/Sub account Properties in Iframes on Sub Account Dashboards

Permissions, Templates & Snapshots

  • Manage Dashboard Permissions in Fortunyx

  • How to Create Templates Using Dashboards

  • How to load snapshots with Dashboards

AI, FAQs & Troubleshooting

  • Dashboard Summary AI

  • FAQs