Build your first Dashboard

If you are working in RevOps, you are likely no stranger to dashboards.

AccountAim makes it easy to pull together reports from all of your Workbooks and add in the context your team's need to make sure you never reach dashboard purgatory.

To get started, click on "Dashboard" in the nav bar.

Here you will see a summary view of all of your current dashboards.

To create your first dashboard, click on "Add New" in the top-right hand corner.

You'll be taken to your Dashboard Canvas.

Here you can add in Reports, Charts, Tables, and Values from any of your Published Workbooks.

tip

Only Charts and Values from Published Workbooks can be added to Dashboards.

You can add your first one by clicking on Add New in the top-left corner or by clicking on the plus sign in the middle of your Dashboard Canvas.

A modal will pop-up allowing you to add a Chart or add in Rich-Text.

Navigate to the Chart you want, click Add, and voila, you have your very first dashboard.

Continue to add additional charts and text summaries to turn your dashboard into a one-stop shop for all of your most important RevOps metrics.

tip

You can adjust the layout of your dashboard by clicking on the Settings icon in the top-right hand corner.

See our Dashboard Best Practices section to make sure you are getting the most out of yours.