Create a dashboard

By the end of this guide, you will have a dashboard screen showing live totals and charts that update automatically as your data changes.

What you'll need before you start

• At least one Object Type with data in it.
• A numeric or money field marked as Is Searchable if you want totals and averages (not required for counts).
• Administrator access.

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Step 1: Create a Freeform layout

A Freeform layout (the layout type that lets you combine blocks from multiple Object Types) is what you use for dashboards.

1. Go to Settings → Navigation.
2. Click Add Layout.
3. Choose the type Freeform.
4. Name it Dashboard or something specific like Sales Overview.
5. Click Create.

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Step 2: Add a Grid block

A Grid block lets you place multiple stat blocks side by side.

1. In the layout editor, click Add Block.
2. Choose Grid.
3. Set the number of columns. For a row of four numbers, choose 4.
4. Click Save on the block.

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Step 3: Add Stat blocks inside the Grid

A Stat block (the widget that calculates and displays one summary number) goes inside the Grid.

1. Click Add Block inside one of the Grid columns.
2. Choose Widget → Stat.
3. Select the Object Type. For example: Contacts.
4. Choose the operator: Count.
5. Add a label: Total Contacts.
6. Click Save.

Repeat for other stats you want. Examples:

• Count of Contacts where Status = Active → label Active Contacts
• Sum of Amount on Invoices → label Total Revenue
• Count of Jobs where Status = Open → label Open Jobs

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Step 4: Add a Chart block (optional)

A Chart block shows trends over time.

1. Click Add Block below the Grid.
2. Choose Widget → Chart.
3. Select the Object Type.
4. Choose the field to plot (usually a date field for time-based charts).
5. Choose Count or Sum.
6. Select the time range.
7. Choose Line or Bar.
8. Click Save.

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Step 5: Add the dashboard to navigation

1. Go to Settings → Navigation.
2. Find your new Dashboard layout.
3. Drag it to the top of the list so it's the first thing your team sees.
4. Check the star icon to make it the default view.
5. Click Save.

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Step 6: Test it

1. Click Dashboard in the navigation.
2. Confirm your Stat blocks show the correct numbers.
3. Create a new record in one of your Object Types and come back, the numbers update automatically.

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What to do next

• Build a filtered list view, add filters to a list screen so your team can drill into the records behind the numbers