Custom Dashboards
Organize relevant business metrics.
Build dashboards with the metrics that matter to you so you focus on what's relevant.
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What is Custom Dashboards?
The business problem it solves
Organize relevant business metrics. Without it, the work that custom dashboards handles tends to slip through the cracks — missed calls, forgotten follow-ups, and disconnected records.
Key benefits
- Tailored views
- Relevant metrics
- Role-based
Three simple steps
Pick the metrics you need.
Lay out your dashboard.
Track what matters.
Where it fits your business
How it connects with the rest of OmniSuite
Every feature shares one CRM, one inbox, and one automation engine — so actions flow across your business automatically.
Custom Dashboards reads from and writes to the same customer records, calendars, and workflows as every other OmniSuite capability. When something happens here, the rest of your business responds automatically.
Frequently asked questions
Some Custom Dashboards capabilities are included in standard plans, while others are add-ons, integrations, or services depending on your configuration. Availability is confirmed during onboarding.
Most features connect to others automatically inside OmniSuite. Some require a supported integration or provider — we'll disclose any setup, usage, or third-party requirements before you enroll.
Yes. Book a free demo and we'll walk you through a live demonstration using sample data, then recommend a configuration for your business.
Ready to put Custom Dashboards to work?
Book a free demo and we'll show you this feature — and the connected system around it — using sample data.