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What are Dashboards?
A Dashboard in MaxIQ is a named collection of charts, metrics, and data visualisations built to answer a specific business question. A sales manager's dashboard might show weekly attainment, team pipeline by stage, and conversion by rep. A RevOps leader's dashboard might show forecast accuracy trends across the quarter.
Dashboards in the user-defined analytics layer are built from custom questions and published by admins. Standard users access them through the self-service analytics section, apply their own filters, and export charts as needed.
Dashboard Capabilities
- Combine multiple charts into one organised view
- Apply filters by owner, region, stage, or time period
- Drill into chart elements to see the underlying records
- Export as PDF or individual charts as CSV, XLSX, or PNG
- Published by admins and visible to all authorised users
