Tables help you examine your business's day-to-day operations. You'll have hundreds of data points and millions of contacts/activities at your fingertips, all formatted in a streamlined interface for anyone to use. That’s revenue intelligence in the 21st century!

If you're new to Engagement Dashboards, please review our overview here.

Navigating Tables

Upon clicking into a Table, you’ll see a robust but straightforward interface enabling you to interact with Backstory and CRM data in endless ways.

The interface features several sorting, filtering, and customization options, as seen below.

Column header: When a column is added to a Table, this is where the title of that column will appear.
Search bar: Search for specific data points (e.g., Contacts, Accounts, Opportunities) within your Table.
Table name, creator, and created date: This is where your Table’s basic information will be listed.
Pre-set filters [for an existing dashboard]: Working from an existing dashboard? Click on the existing filters here to view how they’re configured and make edits.
Sorting: Use this option to configure how you’d like to sort your data.
Additional column options: Use this dropdown menu to view additional column configuration options.
Group by: Here’s where you’ll design grouping logic to organize your dashboard’s data.
Available to Everyone: Use this toggle to make your dashboard available to any user, or private to only you and those who’ve been assigned the dashboard.
Assign: Grant individuals or teams access to your dashboard by assigning it.
Save: Save your dashboard, save as a copy, or save and assign to another individual or team.
Add a Column: Use this button to add a new column to your dashboard.

Building Your First Table

Building and customizing Tables is simple! If starting from scratch, there are two ways to begin:

Within the left-most navigation sidebar, hover over the Table for which you’d like to create a dashboard, and click the + button that appears.
Select the New button from the sidebar, then select Table.

Once you’ve selected the object you’d like to start on, your new Table will have one or two columns and be named “Untitled.”

Start by giving your dashboard a descriptive name that describes its purpose in a few words.

If you’re building a report that you plan to have several users access, give your Table a generic name that can be easily understood. For example, “My Team’s Current Quarter Opportunities”.

Use the Add Column button to add new columns to your Table.

For example, for a dashboard that visualizes upcoming meetings, you can use the Add Columns menu to add these relevant columns simultaneously.

Adding Targets

Add targets to your table to bring your coaching and 1x1s to the next level. Targets are designed to help distinguish between where goals are being met and where attention is needed.

Targets can be created for any Salesforce or Backstory metric for fields based on Integer, percentage, duration, or currency.

To do so, click ADD A TARGET below the column header.