--- title: Dashboard examples | Lightfield description: Start a dashboard from an example request for pipeline reviews, rep performance, deal risk, pipeline trends and account coverage. --- Each example below is a request you can paste into chat to start a dashboard. The agent builds the dashboard’s charts and tables, and you adjust them from there. Change the stage names, amounts and date ranges to match how your team works. ## Who can use it Only owners and admins create dashboards. Members and Viewers can open the dashboards an admin makes visible to the workspace. If you’re a member, you can ask the agent for the same numbers as a [report in chat](/help/dashboards/reports-in-chat/index.md). ## Before you start Give each dashboard one job, such as a weekly forecast call or a monthly account review. Charts that answer the same question are easier to read together, and their date ranges stay consistent. Dashboards can’t read email text, meeting titles, transcript text or note bodies, so ask for counts and dates rather than topics or sentiment. See [What reports can use](/help/dashboards/index.md#what-reports-can-use). To use an example: 1. Open **Dashboards** in the left sidebar and click **Create in chat**. 2. Paste the request and edit it for your team. 3. The agent builds each chart and table and adds it to a new dashboard with a **Private** label. Check the numbers before you share it; see [Share a dashboard with your workspace](/help/dashboards/create-and-change/index.md#share-a-dashboard-with-your-workspace). ## Weekly pipeline review For a sales leader running a weekly forecast call. It shows how much is open, where it sits and what needs attention this week. > Build a weekly pipeline review dashboard. Show total open pipeline as a metric, open pipeline by stage and by owner as bar charts, and a table of open deals closing this month with deal value, owner, stage and next step. Add a table of open deals with no email or meeting in the last 30 days, oldest first. Ask for a text block at the top that explains what counts as open, so everyone on the call reads the numbers the same way. ## Rep performance For a manager reviewing each rep’s results and activity over a quarter. > Build a rep performance dashboard for this quarter. Show closed-won revenue by owner, ranked highest first, and each owner’s win rate as won deals divided by won and lost deals closed this quarter. Add a line chart of meetings each rep held per week, and a stacked bar chart of each rep’s incomplete tasks split into overdue, due this week, due later and no due date. Win rate depends on which stages count as won and lost. If you have several pipelines or closed stages, name the ones to count in the request. ## Deals at risk For a weekly cleanup of the deals most likely to slip. Each table lists the deals, so reps can open them and fix them. > Build a deal risk dashboard. List open deals whose close date has already passed, open deals whose close date was pushed later more than once this quarter, open deals over $50,000 with no contact marked as a Champion, and open deals with no next step. Show deal name, owner, deal value and close date in each table. The close-date table uses the history of each deal’s **Close date** field, so it counts pushes made before you built the dashboard. Change $50,000 to the deal size that matters for your team. ## Pipeline trends For seeing how pipeline is changing over time instead of only where it stands today. > Build a pipeline trend dashboard. Show a line chart of open pipeline value at the start of each week for the last quarter, using the stage each deal was in at that time. Add a bar chart of the average days deals spend in each stage over the last 12 months, and a bar chart of how many deals created this year reached each stage, in stage order. These charts rebuild past values from field history. History starts when a value is first saved in Lightfield, so deals imported from another CRM have no stage changes from before the import. ## Account coverage For account managers and leaders checking where relationships are thin. > Build an account coverage dashboard. Show the 10 accounts with the most emails and meetings this quarter, with email and meeting counts kept separate. List accounts with no open deals, least recently contacted first. List open deals whose account has one contact or fewer, sorted by deal value. Add a pie chart of open pipeline by account industry. The industry chart uses each account’s **Industry** field. If some accounts have no industry, ask for a separate No industry group so their deals still count. ## Your own fields and objects Dashboards can use your custom fields and custom objects too. Name the field or object as it appears in Lightfield. For example: - “Show open pipeline by Lead source as a pie chart.” - “Show subscriptions renewing in the next 90 days by month, with total monthly recurring revenue.” - “Show average ARR by ARR tier across active accounts.” A dashboard can only use a field that exists. To track something new, [create the field](/help/settings/data-model/index.md#create-a-field) first; charts over its history start from when values are saved. ## Change an example after it’s built Open the dashboard and describe the change in its chat, or open a chart or table’s menu and choose **Edit via chat** to change just that one. For example: - “Default this chart to this quarter.” - “Only include deals in the New business pipeline.” - “Change this chart to a table so I can see the deals.” See [Create and change dashboards](/help/dashboards/create-and-change/index.md) for arranging, sharing and deleting charts and tables, and [Explore a dashboard with chat](/help/dashboards/explore-with-chat/index.md) for opening the records behind a number. ## Common questions **Are there dashboard templates I can copy?** Lightfield doesn’t have a template gallery. Paste one of the requests above into chat instead, and edit it for your team. **Will these examples work with my stage names?** Yes, the agent reads your workspace’s pipelines, stages and fields when it builds each chart.