# Dashboards and report types

> Put several reports on one screen; measure the pipeline with funnel, time in stage, stage changes and historical value reports.

The **report builder** (Reports → Report builder) answers one question. **Dashboards** bring those reports together: a pipeline summary, the team's week, the screen for the management meeting. v30 adds four report types and list / view sources to the report builder.

## Report types {#kinds}

In the report builder you first pick the **report type**. The new types are for opportunities.

| Type | Measures | Measure | Split | Chart |
|---|---|---|---|---|
| **Summary (grouping)** | The previous report builder — object, measure, grouping, split | By type | Any field | Column, horizontal bar, line, single number, table |
| **Funnel** | Opportunities (or amount) reaching each stage; conversion from the previous stage and from the start; win rate | Opportunity count · Amount | — | Funnel, table |
| **Time in stage** | Days opportunities spent in each stage (from stage history) | Average days · Median days | Owner | Horizontal bar, column, table |
| **Stage changes** | Stage transitions in the period (day / week / month) | Change count | New stage · Old stage · Owner | Column, line, table |
| **Historical values** | What the pipeline looked like in the past — amount or count of opportunities open on that day | Open amount · Open opportunity count | Stage | Line, column, table |

Notes:

- **Funnel** counts the furthest stage an opportunity reached: an opportunity that got to Negotiation is also counted in Qualify, Viable and Present Solution. The date range applies to the opportunity's *created* or *start* date.
- **Time in stage** measures completed stages by default; with *Include current stages* checked, opportunities still in a stage count with their time so far. The date range applies to the day the stage was left.
- **Historical values** reads the daily snapshots (the ones the Pipeline page uses); days without a snapshot are reconstructed by rewinding stage history.
- Amounts are always in the base currency.

### Source: a list or a view {#source}

The **Source** field limits a report to the records of a [list](/guides/views-and-lists#lists) or a saved [table view](/guides/views-and-lists) instead of all records — e.g. a funnel of the opportunities in the *Q4 targets* list. A view's filters are re-applied every time the report runs.

## Dashboards {#dashboards}

**Dashboards** in the sidebar (`/dashboards`). A new dashboard starts from one of three templates:

- **Sales pipeline** — funnel, open amount by stage, monthly won, time in stage, stage changes, pipeline value history
- **Team activity** — calls by rep, task load, monthly email, loss reasons
- **Blank dashboard** — add reports yourself

### Editing {#edit}

Click **Edit** on a dashboard:

- **Add report** — from your saved reports or the ready-made ones; *Half width* or *Full width*
- Per widget: reorder (up / down), width, remove
- Dashboard name, **Share with team**, **Delete dashboard**

A dashboard holds at most 16 reports. Deleting a dashboard doesn't delete its reports. A widget's title opens the report in the report builder.

### Date range {#range}

The **Date** selector in the dashboard header applies to all widgets at once (this month, this quarter, this year, last 6 months…). With *Each report's own setting* selected, every report runs with its saved range.

### Sharing and permissions {#access}

| | Can view | Can edit |
|---|---|---|
| Not shared | Creator and admins | Creator and admins |
| Shared with team | Everyone | Creator and admins |

Each widget runs with the permissions of the person viewing the dashboard: record visibility and module access apply, and a report that isn't shared shows as *not shared* on someone else's dashboard.