This is Module 4 of the Tribe Administrator Training. Dashboards are how your team stays on top of their work, and as an administrator, you decide which widgets and views are available to them. A well-designed dashboard can make the difference between a CRM that drives behaviour and one that simply stores data. This module is also where everything you have configured so far comes together — the fields, labels, and products from Module 2 are what your widgets and views will report on.
What You Will Learn In This Module
By the end of this module, you will be able to:
Explain the difference between personal and shared dashboards
Create custom widgets as an administrator and make them available to all users
Choose the right widget display type for the data you want to show
Build, configure, and share a dashboard
Create and configure shared list views
Build A Dashboard And Custom Widgets
Widgets are the building blocks of every dashboard. As an administrator, you create custom widgets that become available to all users in the widget library. The articles and videos below walk you through creating widgets and sharing dashboards with your team.
Watch: Reporting in Tribe
Read: How Do I Use Widgets?
Assignment 1: Create a custom widget
Think of a piece of information your team needs to see at a glance — for example: open opportunities per account manager, active customers by segment, or overdue tasks by owner.
Navigate to Configuration, then select the relevant activity or relation type and open the Widgets tab.
Create a new widget, apply a filter if needed, add segmentation, and choose the right display type.
Add the widget to a dashboard and verify it shows the correct data.
Choose The Right Widget Type
Different data calls for different visual formats. Choosing the wrong display type makes data harder to read, not easier. The article below covers the available widget types and when to use each one.
Assignment 2: Build and share a dashboard
Create a new dashboard or configure an existing one with a set of widgets relevant to a specific role or team in your organisation.
Share the dashboard with your colleagues.
Ask a colleague to check whether the dashboard is accessible and whether the widgets display correctly for them.
Create And Configure List Views
List views complement widgets by giving users a detailed, filterable table of records. They can be opened from any widget and saved as shared views available to the whole organisation. The articles below cover creating, configuring, and sharing list views.
Assignment 3: Create a shared list view
Open an existing list view for an entity your team works with frequently.
Add the columns that matter most, set a default filter, and save it as a shared view.
Verify the view appears in the widget library and is accessible to other users.
Quick Summary
This module covers the reporting layer of Tribe administration: how to build custom widgets, choose the right display type for your data, and design dashboards that give every team member the overview they need. It also covers list views, which add a detailed, filterable perspective that complements your widgets. With these tools in place, the configuration you have built across all four modules is fully visible and actionable for your users.
Training complete! You have now finished the Tribe CRM Administrator Training. You can configure users and permissions, build your data model, create templates, and set up reporting — everything your team needs to work effectively in Tribe. Put your configuration into practice, gather feedback from your users after the first few weeks, revisit the modules as a reference whenever you configure something new, and keep an eye on the Release Notes for product updates that may affect your configuration.