TormanoDashboards give you your figures at a glance. Keep as many named tabs as you like; each person customizes their own.
What you can put on one
- Headline numbers: one figure each, such as total contacts, open deals, donations this month, or revenue this year.
- Bar charts: a figure tracked over time.
- Line charts: trends over time.
- Pie charts: breakdowns like Contacts by Source (Constituents by Source on the Nonprofit edition) or, on the Business edition, Deals by Stage.
- Pipeline funnel: deal flow through stages.
- Recent activity: what your team has just done.
- Tables: your top deals or your most recent donations.
- Goal tracker: progress toward a goal you set.
- Task list: your open tasks.
Rearranging it
Click Edit, then drag cards to move them and pull a corner to resize. Add Widget opens the library of everything above, and the × on a card removes it. Click Save when you are done.
Multiple dashboards
Create as many named tabs as you want, such as Sales Standup, Board Meeting, or one just for your own work. Switch between them at the top.
Templates
Your first dashboard is built for you: a Sales Overview on the Business edition, a Fundraising Overview on the Nonprofit edition. Change it from there.