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How to Build Custom Reporting Dashboards
A step-by-step guide to creating dashboards from scratch — adding cards, configuring data sources, setting filters, choosing chart types, and sharing with your team.
Reporting dashboards give you a live picture of your pipeline, revenue, and team activity. This guide walks through building a dashboard from scratch — picking your metrics, configuring each card, arranging the layout, and sharing it with your team.
Head to https://app.trustpager.com/operations/reporting to get started. If this is your first time there, TrustPager will automatically create three starter dashboards for you — Sales Overview, Pipeline Health, and Marketing ROI — so you have something to work with straight away.
Step 1 — Create a Dashboard
In the filter toolbar, click the dashboard name (or "Select dashboard") to open the dashboard picker, then choose New from template. Pick the template that best fits what you're building, or start from a blank slate. Give your dashboard a name — something that makes it obvious who it's for or what it covers, like "Monthly Sales Review" or "Team Activity".
Your new dashboard opens immediately. It's empty until you add cards.
Each account can have as many dashboards as you need. A common setup is one high-level overview for leadership, a pipeline-focused view for the sales team, and an activity board for operations.
Step 2 — Add a Card
Click Add Card in the filter toolbar. This opens the four-step Card Builder wizard.
Step 1 of 4 — What do you want to see?
Choose the metric you're measuring:
- How many opportunities — a count of opportunity records
- Deal revenue — total value (sum of opportunity value)
- Average deal size — mean opportunity value
- Win rate — percentage of opportunities that were won
- Monthly trend — count of opportunities over time, plotted by month
Step 2 of 4 — Split by
Choose how to break the data down:
- Team member — see each person's contribution
- Lead source — which channels are producing results
- Pipeline — compare across pipelines
- Product — which products are attached to won opportunities
- Won reason / Lost reason — understand what's driving outcomes
- Status — open, won, or lost breakdown
- Stage — where opportunities are sitting right now
- Don't split (show total) — a single number with no breakdown
You can also tick Show this over time to plot any metric as a time series. Choose weekly, monthly, or quarterly granularity, and whether to track by date created, date won, or date lost.
Step 3 of 4 — Narrow it down
Apply filters to scope the card down to a specific slice of your data:
- Pipeline — restrict to a single pipeline
- Status — open, won, or lost only
- Date range — this month, this quarter, this year, or last 12 months
The summary preview at the bottom of this step shows exactly what the card will measure before you build it. Check it before moving on.
Step 4 of 4 — Pick a style
Choose the chart type. TrustPager suggests the best option based on your selections, but you can override it:
- Bar — compare values across categories, vertical orientation
- H.Bar (horizontal bar) — better for longer category names like won reasons or product names
- Donut — proportional breakdown, works well for status splits
- Line — trends over time; auto-suggested when you enable "show over time"
- Table — detailed data with all rows visible, useful for team-level breakdowns
- Number (stat card) — one big number, ideal for key metrics like total pipeline value or close rate
Edit the card title or leave it as the auto-generated suggestion. Click Add to Dashboard when you're happy.
Step 3 — Arrange Your Layout
Cards sit on a 12-column responsive grid. Once a card is on the dashboard:
- Drag — click and drag any card to reposition it. The grid snaps automatically.
- Resize — drag the resize handle at the bottom-right corner of any card. Stat cards resize freely; chart cards have a minimum size to keep them readable.
Layout positions are saved automatically as you move things around. The layout is also responsive — cards reflow sensibly on smaller screens without you needing to configure anything.
Step 4 — Apply Global Filters
The filter toolbar at https://app.trustpager.com/operations/reporting applies filters across every card on the current dashboard at once:
- Pipeline — narrow the whole dashboard to one pipeline
- Date range — All Time, This Month, This Quarter, This Year, or Last 12 Months
Global filters stack on top of any card-level filters you configured in the wizard. They're useful for quickly switching context — for example, toggling between pipelines during a team meeting without rebuilding any cards.
Click Clear all to reset global filters back to default.
Step 5 — Edit a Card
Click the edit icon (pencil) on any card header to reopen the Card Builder wizard in edit mode. You can change the metric, split, filters, and chart type. The card updates immediately after you save.
To remove a card, click the delete icon on the card header and confirm. This only removes it from the dashboard — it doesn't affect your underlying data.
Step 6 — Share with Your Team
Control who can see a dashboard using the visibility menu in the filter toolbar (the icon next to Add Card):
- Everyone — all workspace members can view this dashboard
- Admins only — only users with an admin role
- Only me — private to you
- Specific people — grant access to individual team members
New dashboards default to Everyone. You can change this at any time.
Once shared, team members can navigate directly to a dashboard via its URL — each dashboard has its own link in the format https://app.trustpager.com/operations/reporting/dashboardId.
Managing Multiple Dashboards
Switch between dashboards using the dashboard picker in the filter toolbar. To delete a dashboard, open the picker and click the trash icon next to its name. Deleting a dashboard removes all its cards permanently.
There's no limit on the number of dashboards. A practical structure for most teams:
- One summary dashboard (leadership view, all pipelines, all time)
- One per-pipeline dashboard (filtered to a specific pipeline, this quarter)
- One activity dashboard (stat cards for tasks, calls, emails — team performance)
Troubleshooting
A card shows no data
Check the card-level filters in the wizard — a pipeline filter that doesn't match your current data will return nothing. Also check whether the global dashboard filter is narrowing the date range beyond what you expect.
A dashboard isn't visible to a team member
Open the visibility menu and confirm it's set to Everyone or Specific people with that person included. Dashboards created before April 2026 defaulted to Admins only — change this if needed.
Cards aren't saving their layout position
Layout saves automatically after a short delay when you stop dragging. If you navigate away immediately after rearranging, the save may not have completed. Wait a moment after your last drag before switching dashboards.
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