Dashboard
What each dashboard tile and chart counts, and how to create and customise your own dashboards.
2 articles
1
Dashboard Tiles and Charts Explained
What each tile on the Tazk CRM dashboard counts, what opens when you click it, and how to read the Lead Source, Value by Lead Source and Why we lose cards.
9 Oct 2026
2
Create and Customise Dashboards
How to create your own dashboards in Tazk CRM, switch between them, choose which cards appear, and rename, delete or reset them.
9 Oct 2026