Build your Pulse dashboard and charts

Alex wants one dashboard that shows how his team is doing, and none of the ready-made ones fits quite right. So in Pulse he opens the dashboard menu and chooses New dashboard. It starts empty and private, and a dashboard is made of sections, so he opens Add and chooses New section. He names it Weekly review, and a section can start empty, from the library, or in the chart builder, so he picks Build a chart. The builder has three steps, Chart type, Data and Style, and the preview redraws with every change. First he wants to see who owns what, so under Data he keeps Opportunities as the source, counts records, and groups them by Owner. Then under Chart type he picks Bar ranking, and the preview ranks his team from largest to smallest. He adds it to the dashboard, and it lands in his section as a card. Next is a trend. He opens Add and Build a chart again, and this time he types it in plain words, opportunities over time, and presses Build it. The builder picks a line, groups by creation date and fills in the rest, so he adds that one too. The third is a rate, which divides one set of records by another. He picks KPI, and under Measures he switches Value to Rate, with the records to count and the records to count them out of. Start from an insight fills those in for him, so Reply rate counts the sequence leads that replied, out of the ones contacted. Win rate, Interested rate and Task completion work the same way. He adds it, and that's three cards in, with one to go. The last one follows leads through their sequence. He picks Funnel, and then Sequence leads, the people in his sequences, as the source, grouped by Stage. A filter keeps just the stages he wants, so he adds one, picks Stage, and ticks Sequencing, Contacted, Replied Positive and Meeting Set. A funnel draws the steps in order, each against the first, with the share of the step before, and he adds it. All four sit on his dashboard now, and they stay live, refreshing as his data changes. The date range at the top applies to every one of them.