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 are currently only available for eligible accounts in our Canada and Australia Data Center regions.
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: