If you're new to Engagement Dashboards, please refer to the main overview here.

With the release of Engagement Dashboards, we promised to take reporting to the next level. The first step in doing that was the release of Tables, which are a fantastic way to get a robust view of your CRM's data.

Now enter Boards, a new and improved approach to visualizing the data that you know and love from Tables.
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With Boards, there's now a quick and simple way to get the big picture of which metrics matter most to you! Boards do a fantastic job at telling a story with quick and easy-to-digest tiles, simplifying the process of getting an overarching snapshot of your business's current revenue data.

Upon clicking on a table from the sidebar, you'll be greeted with the new Board interface. The interface has several key areas that are worth noting.

Want to build your own Table? No problem! It's easy, and there are a couple of ways to get started:

Once you've done one of the two options above, you'll be met with the screen below:

First, add a title to your Board, as you won't be able to save your Board until you do. From there, go ahead and click the "Add Your First Tile" button to begin!

When you're starting to create your tile, you'll be met with the Tile Creator element:

The lefthand sidebar is where the metric definition is laid out. This is important, but let's revisit this later.

Let's instead direct our focus to the Quickstart section, as it allows you to get a running start with setting up your tiles. There are five categories of out-of-the-box tiles available:

Activity, Account Engagement, Pipeline Generation, Pipeline, and Persona Engagement.

Each category provides you with a few default metric options to add to your Board. Let's select the 'Upcoming Meetings' metric, shown above in the Activity category, to see what's going on behind the scenes.

This is what you'll see when you choose a default metric. Our application will automatically fill out the definition on the left-hand sidebar, allowing you to both view how it is made and make any necessary edits. Let's take a look at each component in the most likely order of implementation:

Let's talk a bit more about what Segment By offers for your metrics.

Segment By is the way to turn your fundamental value metrics into plot charts that help tell your data story.

If we take our Upcoming Meetings metric from before and add Job Title to the Segment By section, we can divide the value of upcoming meetings into each category. The Extra Detail Sidebar also allows you to change between a Bar (horizontal) and a Column (vertical) chart.

Adding a field to the Then, Segment By"section will result in creating a stacked plot chart.

In this example, the Team field is used and now displays a colored and stacked bar chart showing the number of upcoming meetings for each team, divided by job title. Again on the right-hand side, you can see that there's now an option to toggle the Legend, as well as choose its location.

Once you've determined what you want your tile to look like, click Create.

Congrats! You've made your first tile, and you're well along the way to creating a great Board.

Once you've created a few tiles and added them to your Board, you may want to edit and rearrange some elements. We've made it super simple to do this; think of the Board as a grid and drag and drop your tiles to place them wherever you'd like.

Once you've made all the edits you'd like to make to your Board, go ahead and click Save & Exit, then share it with everyone.