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Intelligence & Automation · included in every plan

Your KPIs, your way.

Build unlimited custom dashboards with drag-and-drop widgets. Track exactly the metrics that matter — leads, deals, email stats, revenue, and more.

Updated September 2026 · From $10/user/month

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Included in every plan. Cancel anytime.

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IncludedIn every plan — no add-on pricing, no feature gates

01Add widgets — 12+ types: metrics, charts, funnels, leaderboards, report embeds.

02Filter to the audience — Owner, team, period and source per widget.

03Make it home — Set any dashboard as a user's landing page.

Every team sees its own truth

Your KPIs, your way.

Drag-and-drop 12+ widget types — metrics, charts, leaderboards, task panels, report embeds — into unlimited dashboards. Sales watches pipeline, support watches SLAs, leadership watches revenue: same data, purpose-built views.

01Add widgets12+ types: metrics, charts, funnels, leaderboards, report embeds.

02Filter to the audienceOwner, team, period and source per widget.

03Make it homeSet any dashboard as a user's landing page.

What you get

Make it the home screen

Any dashboard can be a user's landing page, so the first thing each person sees is their number. Widgets filter by owner, team, period and source, and layouts save per dashboard.

Drag-and-drop dashboard builder

14+ widget types (charts, tables, KPIs)

Real-time data from all CRM modules

Share dashboards with your team

Presentation mode & auto-refresh

Part of Vedain, not bolted on

Custom Dashboards works on the same records, permissions and reports your team already uses — one platform, one price.

Reports & AnalyticsData-driven decisions, every day.Workflows & AutomationPut repetitive work on autopilot.AI Agent MarketplaceConnect 30+ AI tools in one click.Team & PermissionsThe right access for every person.All 27 features

Questions

What widgets are available?KPI metrics, line/bar/pie charts, funnels, leaderboards, activity feeds, task lists, report embeds and more — each configurable by filters and period.

Can dashboards be shared?Yes — build once and share with the team or keep personal; managers often maintain a shared team dashboard plus their own.

Can a dashboard replace the default home?Yes — set any custom dashboard as your home screen and land on it at every login.

Guides & resources

Go deeper on dashboards

How to Build a Custom Sales Dashboard in Your CRM (Without IT Help)6 min read How to Build a Custom Dashboard in Vedain CRMHelp article 8 Best CRMs for Accountants in 202614 min read How Do I Track In-Person and Online Sales in One Dashboard?6 min read

Knowledge Base

Learn more about Custom Dashboards

Guides and best practices from our knowledge base.

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Features & Modules

How to Configure the AI Chat Assistant with Your Business Knowledge

Give Vedain's AI chat assistant your business knowledge in minutes: write it yourself or let AI draft it. It answers only from your facts, 24/7.

3 min read

How-To Guides

How to Create Support Desk Tickets from Live Chat Conversations

Turn any live chat into a support ticket with one click. The full transcript travels with it — no repeating, no copy-pasting, no dropped context.

3 min read

How-To Guides

Canned Replies, File Attachments and the Pre-chat Form in Vedain Live Chat

Fast, consistent answers win chats. Vedain's canned replies let agents insert saved answers in one keystroke, both sides of the conversation can share files, and the pre-chat form captures the visitor details your team needs before the first message is sent.

3 min read

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Turn it on this afternoon.

Custom Dashboards is ready in every Vedain workspace. New here? Start with dashboards and grow into the rest of the platform.

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