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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.

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Custom Dashboards in Vedain CRM
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
Custom Dashboards — inside the product

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 Dashboard in Vedain CRMHelp articleHow to Track Sales Team Attendance and Performance from One CRM Dashboard6 min readHow to Build a Custom Sales Dashboard in Your CRM (Without IT Help)6 min read

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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