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How to Add Report Cards to a Dashboard
Add, configure, resize, and remove individual report cards on your TrustPager dashboards — covering all card types, data sources, filters, and visualisation options.
Report cards are the individual panels that make up a dashboard. Each card shows a specific metric — a bar chart of opportunities by lead source, a stat showing total pipeline value, a line chart of activity over time. This article covers how to add, configure, and manage cards. If you need to create a new dashboard first, start at https://app.trustpager.com/operations/reporting.
Adding a Card
Open any dashboard at https://app.trustpager.com/operations/reporting and use the Add Card button. Give the card a title, choose a visualisation type, pick your data source, and configure the query. Save to add it to the dashboard.
Each card you add lands at position 0 by default. You can reorder cards by dragging them into place on the dashboard.
Visualisation Types
Choose the right chart type for what you want to show:
- Bar chart / Horizontal bar — compare values across categories (e.g. opportunities by stage, revenue by team member)
- Line chart — track trends over time (e.g. opportunities created per week over 12 months)
- Donut chart — show proportions (e.g. opportunity status breakdown, pipeline split)
- Funnel chart — visualise conversion through pipeline stages, with drop-off at each step
- Stat card — single big number (e.g. total pipeline value, close rate, average opportunity size)
- Table — detailed rows with sorting, useful for raw activity data or staff leaderboards
Data Sources
These data sources are available when building cards:
| Source | What you can measure | Requirements |
|---|---|---|
| Opportunities | Revenue, win/loss rates, lead sources, pipeline stages, staff performance | None, available in every workspace |
| Activities | Logged follow-up volume and cadence: calls, emails, meetings, notes, SMS, broken down by team member, contact, or opportunity | None, available in every workspace |
| Tasks | Open vs completed tasks, by assignee, priority, category, due date; overdue tracking | None, available in every workspace |
| Invoices / Receivables | Outstanding balances, aged receivables, amount due/paid, invoice totals by customer or date | Your accounting integration connected at https://app.trustpager.com/auto/integrations plus a one-time receivables sync |
Within the Opportunities source, available measures include:
- Opportunity count
- Opportunity value (sum, average, min, max)
- Products value
- Close probability (average)
Dimensions let you break those measures down by pipeline, stage, assigned team member, lead source, status, won/lost reasons, and more.
Custom fields as dimensions: any custom field you have defined on your opportunities (for example Brand, Equipment Type, or Manufacturer) is automatically available as a dimension. Choose it from the "split by" list to group a chart by that field, for example pipeline value split by Brand. New custom fields appear on their own, with no extra setup.
Filters
You can filter a card's data at the card level — for example, to show only Won opportunities, or only a specific pipeline. Set these in the card's query configuration when adding or editing the card.
The dashboard also has a date range filter in the toolbar that applies across all cards at once. Card-level filters refine within that range.
Card Size
Cards come in three sizes:
- Small (sm) — ideal for stat cards showing a single number
- Medium (md) — good for pie/donut charts and compact bar charts
- Large (lg) — best for line charts, detailed bar charts, and tables that need more room
Set the size when adding the card, or update it later via the card's edit menu.
Editing a Card
Open the card's context menu on the dashboard and choose Edit. You can update the title, visualisation type, data query, filters, and size. Changes take effect immediately.
Reordering Cards
Drag cards to rearrange them on the dashboard. The new order saves automatically.
Removing a Card
Open the card's context menu and choose Remove. The card is deleted from the dashboard permanently. The underlying data is unaffected — you can always add a new card with the same query.
Using Templates
When creating a new dashboard, you can choose a template (e.g. Sales Overview, Pipeline Health, Lead Sources). Templates pre-populate a set of cards with sensible defaults — you can then edit, remove, or add to them. This is the fastest way to get a useful dashboard without building each card from scratch.
Difference Between Cards and Dashboards
A dashboard is the container — it holds a name, visibility setting, and a collection of cards. Cards are the individual metrics inside it. You manage dashboards at https://app.trustpager.com/operations/reporting; you manage cards from inside a specific dashboard at https://app.trustpager.com/operations/reporting (click in to open it).
Managing Cards via the API or MCP
If you're building automations or agent workflows, cards can be managed programmatically using the add_report_card, update_report_card, and remove_report_card MCP tools, or directly via the REST API. This is useful for agents that build dashboards on behalf of clients or generate reporting views from pipeline events.
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