Creating a dashboard in Qobrix CRM

Qobrix makes creating dashboards to suit your particular business needs very quick and easy.

Step 1: Add new dashboard

Begin by navigating to the left-hand side of your Qobrix screen and click on Dashboard.

Then click on Add Dashboard.

Add a new dashboard

A pop-up screen will appear into which you will insert the name of your Dashboard and the group in which you want the Dashboard to appear. Then click Submit.

A new Dashboard screen will open.

Step 2: Add widget

Now navigate to the right-hand side of your screen and click on Add Widget.

Upload property photo in Qobrix crm

A pop-up screen will appear where you must choose the type of dashboard you wish to create.

Upload property documents and media


If it is a list of items you require to see in one dashboard, you will need to select from the following two drop-down lists:

  • a Saved Search (this is the data you want to see displayed on the dashboard)
  • the size of your widget (50% or 100% width)
Select saved search and widget size


For numerical data (numbers/percentages), a third drop-down list will appear for you to select:

  • the type of widget (this is how the dashboard will display, for e.g. table, bar chart, pie chart, line chart or funnel chart
Select saved search-type of widget-numerical data
Select saved search-type of widget-numerical data

Then click Submit.

Your new Dashboard will now appear on your screen with all the insights you need.