Analyticsbeginner7 min read

Dashboards

Dashboardsin DotlyMaps provide a centralized view of CRM data, location intelligence, and field operations insights. They help teamsvisualize important business information through maps, charts, and analytics inone workspace.…

Last updated July 31, 2026

Overview

Dashboardsin DotlyMaps provide a centralized view of CRM data,location intelligence, and field operations insights. They help teamsvisualize important business information through maps, charts, and analytics inone workspace.

WithAI-powered assistance, DotlyMaps makes dashboard creation and analysis easierby suggesting relevant metrics, identifying trends, and helping users discovervaluable insights from their data. Dashboards enable teams to quicklyunderstand performance, monitor activities, and make informed decisions.

Why it matters

Dashboardshelp organizations turn complex CRM and location data into actionable insights.Instead of manually analyzing records or creating reports, teams can useinteractive dashboards to monitor performance and identify opportunities.

WithAI-driven suggestions, DotlyMaps helps users focus on meaningful information byrecommending useful visualizations and highlighting important patterns withintheir data.

Dashboardshelp teams:

  • Track sales and field operations performance

  • Analyze customer and lead distribution

  • Monitor territory coverage

  • Identify growth opportunities

  • Improve decision-making using real-time insights

When to use

UseDashboards in DotlyMaps when you need to monitor business performance, analyzegeographic data, and track field operations.

Commonuse cases include:

Dashboardsare usefulforsalesmanagers, fieldteams, and administrators who need a complete view of CRM data combined withlocation-based insights.

  • Reviewing sales performance across territories

  • Monitoring leads, customers, and deals on maps

  • Tracking field team activities

  • Comparing regional performance

  • Creating reports for management and planning

Prerequisites

  • Beforeusing Dashboards, ensure you have:
  • An active DotlyMaps organization and workspace
  • Connected CRM data source
  • Required user permissions
  • Synced records with mapped location information
  • Available modules and fields for analysis

Step-by-step guide

1. Access Dashboards

OpentheDashboardssection from your DotlyMaps workspace navigation.

Here,you can view existing dashboards or create new dashboards based on yourbusiness requirements.

2. Create or customize a dashboard

Selectthe required data source and configure the dashboard according to yourreporting needs.

You cancreate dashboards for different purposes, such as:

3. Add widgets and visualizations

Customizedashboards by adding different components, including:

Eachcomponent can be configured using CRM modules, fields, and filters.

4. Apply filters

Usefilters to display only relevant information. You can filter data based on:

Thisallows teams to focus on specific segments of their data.

5. Use AI-powered suggestions

DotlyMapsAI simplifies dashboard creation by analyzing available data and suggestinguseful insights.

AI canhelp users:

Thisreduces manual analysis and helps users create more effective dashboards.

6. Review and share insights

Afterconfiguring the dashboard, review the insights and share them with relevantteams for reporting, planning, and decision-making.

  1. Sales analysis

  2. Territory performance

  3. Lead tracking

  4. Customer coverage

  5. Team productivity

  1. Maps for geographic insights

  2. Charts for performance analysis

  3. Metrics for quick summaries

  4. Data views for detailed tracking

  1. Territory

  2. Team members

  3. Record owners

  4. Dates

  5. Status

  6. CRM fields

  1. Select relevant metrics

  2. Recommend suitable visualizations

  3. Identify important trends

  4. Highlight areas requiring attention

Example

A salesmanager wants to analyze performance across multiple regions.

Using aDotlyMaps Dashboard, they can view:

AIsuggestions can help identify additional insights, such as regions requiringmore attention or opportunities for expansion.

  • Lead and customer distribution on the map

  • Sales performance by territory

  • Team activity coverage

  • Areas with growth opportunities

Best practices

  • Define the purpose of each dashboard before creating it

  • Use relevant metrics and avoid unnecessary information

  • Create separate dashboards for different teams or objectives

  • Keep filters and naming conventions consistent

  • Regularly review dashboard accuracy

  • Use AI suggestions to discover new insights

  • Ensure users have appropriate access permissions

Troubleshooting

Ifdashboard data is missing or incorrect, check:

CRM sync status

Field mapping settings

Applied filters

User permissions

Availability of location data

If theissue continues, contact DotlyMaps support with your workspace details andsteps to reproduce the problem.

FAQ

Can Dashboards show CRM and map datatogether?

Yes.DotlyMaps dashboards combine CRM records with location-based insights, allowingteams to analyze business performance geographically.

How does AI help with dashboards?

AIprovides suggestions for metrics, visualizations, and insights based onavailable data, helping users create meaningful dashboards faster.

Can dashboards be customized?

Yes.Dashboards can be customized based on teams, modules, territories, andreporting requirements.

Who can use Dashboards?

Dashboards can be used by sales teams, managers,administrators, and field teams depending on assigned permissions.