Dashboards use visual representation such as data tables and charts to help tell a story about data. It’s a great method for presenting data in an easy-to-understand way and allows users to quickly spot patterns and trends across their business. Dashboards contain multiple pages of related information.
Dashboards require Click Marketing Automation Version 2025.04+ in a CRM 2016 or Dynamics 365 environment. Dashboards were automatically enabled for certain eligible production accounts running compatible versions during their region's rollout period during June 2025. Dashboards will not be enabled for non-production (dev/staging/test/demo/UAT) environments.
If you are running Version 2025.04+ in your production account and cannot access Dashboards, please contact Click Support.
Click's Dashboards feature provides access to five pre-built Dashboards:
Reports are created from existing elements within your dashboards such as charts and tables. Once created, you can schedule reports to be distributed by email or to be saved to a directory.
To familiarize yourself with Dashboard basics, see the following articles: